UBS AM
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UBS AM’s Peapack-Gladstone Financial PGC Stock Holding History

UBS AM’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 		$883K Buy
25,075
+388
+2% +$12.6K ﹤0.01% 2384
2025
Q4 		$688K Buy
24,687
+12
+0% +$327 ﹤0.01% 2251
2025
Q3 		$681K Sell
24,675
-18,615
-43% -$522K ﹤0.01% 2111
2025
Q2 		$1.22M Buy
43,290
+14,823
+52% +$407K ﹤0.01% 2338
2025
Q1 		$808K Hold
28,467
– – ﹤0.01% 2387
2024
Q4 		$912K Buy
28,467
+2,272
+9% +$75.3K ﹤0.01% 2405
2024
Q3 		$718K Buy
26,195
+13,623
+108% +$357K ﹤0.01% 2529
2024
Q2 		$285K Buy
12,572
+2,910
+30% +$66K ﹤0.01% 2727
2024
Q1 		$235K Hold
9,662
– – ﹤0.01% 2436
2023
Q4 		$288K Hold
9,662
– – ﹤0.01% 2424
2023
Q3 		$248K Hold
9,662
– – ﹤0.01% 2469
2023
Q2 		$286K Hold
9,662
– – ﹤0.01% 2488
2023
Q1 		$286K Buy
9,662
+1,998
+26% +$70.8K ﹤0.01% 2488
2022
Q4 		$285K Hold
7,664
– – ﹤0.01% 2345
2022
Q3 		$258K Sell
7,664
-2,561
-25% -$84.2K ﹤0.01% 2536
2022
Q2 		$304K Hold
10,225
– – ﹤0.01% 2478
2022
Q1 		$355K Hold
10,225
– – ﹤0.01% 2551
2021
Q4 		$362K Hold
10,225
– – ﹤0.01% 2643
2021
Q3 		$341K Hold
10,225
– – ﹤0.01% 2595
2021
Q2 		$318K Buy
10,225
+1,235
+14% +$39.8K ﹤0.01% 2639
2021
Q1 		$278K Hold
8,990
– – ﹤0.01% 2500
2020
Q4 		$205K Buy
+8,990
New +$178K ﹤0.01% 2497
2020
Q1 		– Sell
-8,868
Closed -$274K – 2511
2019
Q4 		$274K Buy
+8,868
New +$261K ﹤0.01% 2390

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's PGC Position: Q1 2026 in Review

UBS AM increased its Peapack-Gladstone Financial (PGC) stake by 1.6% in Q1 2026, buying an estimated $12.6K and bringing the position to 25,075 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

UBS AM first reported a position in PGC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q2 2025. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • UBS AM held 25,075 shares of Peapack-Gladstone Financial worth $883K as of Q1 2026.
  • UBS AM bought 388 Peapack-Gladstone Financial shares in Q1 2026, an estimated $12.6K.
  • Peapack-Gladstone Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2384 holding.
  • UBS AM first reported a position in Peapack-Gladstone Financial in Q4 2019 and has held it in 23 quarters since.
  • UBS AM's Peapack-Gladstone Financial position peaked at $1.22M in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.