UBS Group
PGC icon

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

UBS Group’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 		$1.07M Buy
30,381
+15,512
+104% +$504K ﹤0.01% 5503
2025
Q4 		$414K Sell
14,869
-6,799
-31% -$185K ﹤0.01% 6192
2025
Q3 		$598K Buy
21,668
+4,786
+28% +$134K ﹤0.01% 5954
2025
Q2 		$477K Sell
16,882
-28,006
-62% -$769K ﹤0.01% 6046
2025
Q1 		$1.27M Buy
44,888
+26,187
+140% +$823K ﹤0.01% 5067
2024
Q4 		$599K Buy
18,701
+2,007
+12% +$66.5K ﹤0.01% 5714
2024
Q3 		$458K Buy
16,694
+980
+6% +$25.7K ﹤0.01% 5291
2024
Q2 		$356K Sell
15,714
-6,028
-28% -$137K ﹤0.01% 5256
2024
Q1 		$529K Sell
21,742
-247
-1% -$6.32K ﹤0.01% 5166
2023
Q4 		$656K Buy
21,989
+10,706
+95% +$279K ﹤0.01% 4863
2023
Q3 		$289K Sell
11,283
-409
-3% -$11.3K ﹤0.01% 5080
2023
Q2 		$317K Buy
11,692
+560
+5% +$15.3K ﹤0.01% 5173
2023
Q1 		$330K Buy
11,132
+2,378
+27% +$84.2K ﹤0.01% 5004
2022
Q4 		$326K Buy
8,754
+3,599
+70% +$137K ﹤0.01% 5052
2022
Q3 		$173K Sell
5,155
-270
-5% -$8.88K ﹤0.01% 5217
2022
Q2 		$162K Sell
5,425
-2,357
-30% -$75.4K ﹤0.01% 5084
2022
Q1 		$271K Sell
7,782
-5,836
-43% -$215K ﹤0.01% 5146
2021
Q4 		$483K Buy
13,618
+9,676
+245% +$332K ﹤0.01% 5016
2021
Q3 		$132K Sell
3,942
-690
-15% -$22.2K ﹤0.01% 5633
2021
Q2 		$144K Sell
4,632
-4,693
-50% -$151K ﹤0.01% 5605
2021
Q1 		$288K Sell
9,325
-3,638
-28% -$99.9K ﹤0.01% 5233
2020
Q4 		$295K Buy
12,963
+3,703
+40% +$73.3K ﹤0.01% 4980
2020
Q3 		$140K Sell
9,260
-3,629
-28% -$60.8K ﹤0.01% 4996
2020
Q2 		$241K Sell
12,889
-2,611
-17% -$46.2K ﹤0.01% 4667
2020
Q1 		$278K Sell
15,500
-7,132
-32% -$189K ﹤0.01% 4456
2019
Q4 		$700K Buy
22,632
+5,515
+32% +$162K ﹤0.01% 4533
2019
Q3 		$479K Buy
17,117
+10,238
+149% +$287K ﹤0.01% 4602
2019
Q2 		$194K Buy
6,879
+2,836
+70% +$78.6K ﹤0.01% 4933
2019
Q1 		$106K Sell
4,043
-5,832
-59% -$160K ﹤0.01% 5026
2018
Q4 		$249K Buy
9,875
+643
+7% +$17.7K ﹤0.01% 4792
2018
Q3 		$285K Buy
9,232
+3,573
+63% +$119K ﹤0.01% 4796
2018
Q2 		$196K Buy
5,659
+1,394
+33% +$47.5K ﹤0.01% 4959
2018
Q1 		$142K Buy
4,265
+1,186
+39% +$41.4K ﹤0.01% 4996
2017
Q4 		$108K Buy
3,079
+272
+10% +$9.31K ﹤0.01% 5299
2017
Q3 		$95K Buy
2,807
+563
+25% +$17.7K ﹤0.01% 5347
2017
Q2 		$70K Sell
2,244
-457
-17% -$14K ﹤0.01% 5418
2017
Q1 		$80K Sell
2,701
-2,630
-49% -$81.1K ﹤0.01% 5205
2016
Q4 		$164K Buy
5,331
+1,956
+58% +$50.4K ﹤0.01% 4940
2016
Q3 		$75K Buy
3,375
+1,131
+50% +$23K ﹤0.01% 5194
2016
Q2 		$42K Hold
2,244
– – ﹤0.01% 5649
2016
Q1 		$38K Sell
2,244
-280
-11% -$5.08K ﹤0.01% 5701
2015
Q4 		$52K Sell
2,524
-4,233
-63% -$92.6K ﹤0.01% 5772
2015
Q3 		$144K Buy
6,757
+4,513
+201% +$97.2K ﹤0.01% 4908
2015
Q2 		$50K Hold
2,244
– – ﹤0.01% 6009
2015
Q1 		$48K Sell
2,244
-2,375
-51% -$46.3K ﹤0.01% 6092
2014
Q4 		$86K Buy
+4,619
New +$83.6K ﹤0.01% 5860

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 Group's PGC Position: Q1 2026 in Review

UBS Group increased its Peapack-Gladstone Financial (PGC) stake by 104% in Q1 2026, buying an estimated $504K and bringing the position to 30,381 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #5503.

UBS Group first reported a position in PGC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.27M in Q1 2025. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • UBS Group held 30,381 shares of Peapack-Gladstone Financial worth $1.07M as of Q1 2026.
  • UBS Group bought 15,512 Peapack-Gladstone Financial shares in Q1 2026, an estimated $504K.
  • Peapack-Gladstone Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5503 holding.
  • UBS Group first reported a position in Peapack-Gladstone Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Peapack-Gladstone Financial position peaked at $1.27M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.