Wealth Enhancement Advisory Services’s Peapack-Gladstone Financial PGC Stock Holding History

Wealth Enhancement Advisory Services’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	$255K	Buy	+5,525	New	+$234K	﹤0.01%	3356

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's PGC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 5,525 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #3356 among its holdings.

173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Wealth Enhancement Advisory Services held 5,525 shares of Peapack-Gladstone Financial worth $255K as of Q2 2026.
Peapack-Gladstone Financial was a new Wealth Enhancement Advisory Services position in Q2 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3356 holding.
173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.