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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummerHaven Investment Management's PGC Position: Q1 2026 in Review

SummerHaven Investment Management reduced its Peapack-Gladstone Financial (PGC) stake by 11% in Q1 2026, selling an estimated $99.7K and leaving 24,893 shares worth $876K. The position accounts for 0.54% of the portfolio, ranked #72.

SummerHaven Investment Management first reported a position in PGC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2024. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

SummerHaven Investment Management held 24,893 shares of Peapack-Gladstone Financial worth $876K as of Q1 2026.
SummerHaven Investment Management sold 3,066 Peapack-Gladstone Financial shares in Q1 2026, an estimated $99.7K.
Peapack-Gladstone Financial made up 0.54% of SummerHaven Investment Management's portfolio in Q1 2026, its #72 holding.
SummerHaven Investment Management first reported a position in Peapack-Gladstone Financial in Q3 2024 and has held it in 7 quarters since.
SummerHaven Investment Management's Peapack-Gladstone Financial position peaked at $1.13M in Q4 2024.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.