Versant Capital Management’s Peapack-Gladstone Financial PGC Stock Holding History

Versant Capital 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	$39.7K	Sell	839 -20	-2%	-$846	﹤0.01%	1522
2026 Q1	$30.2K	Buy	859 +50	+6%	+$1.63K	﹤0.01%	1565
2025 Q4	$22.5K	Buy	809 +219	+37%	+$5.97K	﹤0.01%	1564
2025 Q3	$16.3K	Buy	590 +254	+76%	+$7.13K	﹤0.01%	1698
2025 Q2	$9.49K	Buy	336 +92	+38%	+$2.53K	﹤0.01%	1910
2025 Q1	$6.93K	Buy	244 +195	+398%	+$6.13K	﹤0.01%	1903
2024 Q4	$1.57K	Buy	+49	New	+$1.62K	﹤0.01%	2107
2024 Q1	–	Sell	-21	Closed	-$626	–	1934
2023 Q4	$626	Buy	+21	New	+$546	﹤0.01%	1629

Other funds holding PGC

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Versant Capital Management's PGC Position: Q2 2026 in Review

Versant Capital Management reduced its Peapack-Gladstone Financial (PGC) stake by 2.3% in Q2 2026, selling an estimated $846 and leaving 839 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Versant Capital Management first reported a position in PGC in Q4 2023 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Versant Capital Management held 839 shares of Peapack-Gladstone Financial worth $39.7K as of Q2 2026.
Versant Capital Management sold 20 Peapack-Gladstone Financial shares in Q2 2026, an estimated $846.
Peapack-Gladstone Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1522 holding.
Versant Capital Management first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.