SummerHaven Investment Management’s Peapack-Gladstone Financial PGC Stock Holding History

SummerHaven Investment Management’s Portfolio PGC Stock Details PGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Hold	24,893	–	–	0.63%	44
2026 Q1	$876K	Sell	24,893 -3,066	-11%	-$99.7K	0.54%	72
2025 Q4	$779K	Hold	27,959	–	–	0.44%	139
2025 Q3	$772K	Sell	27,959 -8,276	-23%	-$232K	0.45%	145
2025 Q2	$1.02M	Buy	36,235 +535	+1%	+$14.7K	0.67%	42
2025 Q1	$1.01M	Buy	35,700 +454	+1%	+$14.3K	0.71%	19
2024 Q4	$1.13M	Hold	35,246	–	–	0.7%	20
2024 Q3	$966K	Buy	+35,246	New	+$924K	0.59%	26

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SummerHaven Investment Management's PGC Position: Q2 2026 in Review

SummerHaven Investment Management held its Peapack-Gladstone Financial (PGC) position steady in Q2 2026 at 24,893 shares worth $1.18M. The position accounts for 0.63% of the portfolio, ranked #44.

SummerHaven Investment Management first reported a position in PGC in Q3 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

SummerHaven Investment Management held 24,893 shares of Peapack-Gladstone Financial worth $1.18M as of Q2 2026.
SummerHaven Investment Management left its Peapack-Gladstone Financial share count unchanged in Q2 2026.
Peapack-Gladstone Financial made up 0.63% of SummerHaven Investment Management's portfolio in Q2 2026, its #44 holding.
SummerHaven Investment Management first reported a position in Peapack-Gladstone Financial in Q3 2024 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.