Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Peapack-Gladstone Financial PGC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$374K Sell
7,899
-7,636
-49% -$323K ﹤0.01% 1871
2026
Q1 		$547K Hold
15,535
– – ﹤0.01% 1692
2025
Q4 		$433K Buy
15,535
+3,176
+26% +$86.5K ﹤0.01% 1758
2025
Q3 		$341K Sell
12,359
-5,528
-31% -$155K ﹤0.01% 1858
2025
Q2 		$505K Buy
17,887
+5,735
+47% +$157K ﹤0.01% 1680
2025
Q1 		$345K Buy
+12,152
New +$382K ﹤0.01% 1752

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PGC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Peapack-Gladstone Financial (PGC) stake by 49% in Q2 2026, selling an estimated $323K and leaving 7,899 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $547K in Q1 2026. 91 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 7,899 shares of Peapack-Gladstone Financial worth $374K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 7,636 Peapack-Gladstone Financial shares in Q2 2026, an estimated $323K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1871 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Peapack-Gladstone Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Peapack-Gladstone Financial position peaked at $547K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.