Wellington Management Group
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Wellington Management Group’s Peapack-Gladstone Financial PGC Stock Holding History

Wellington Management 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 		$22.4M Sell
636,083
-37,920
-6% -$1.23M ﹤0.01% 958
2025
Q4 		$18.8M Sell
674,003
-464,720
-41% -$12.7M ﹤0.01% 1058
2025
Q3 		$31.4M Buy
1,138,723
+456,828
+67% +$12.8M 0.01% 862
2025
Q2 		$19.3M Buy
681,895
+25,487
+4% +$700K ﹤0.01% 979
2025
Q1 		$18.6M Buy
656,408
+1,958
+0.3% +$61.5K ﹤0.01% 977
2024
Q4 		$21M Buy
654,450
+22,805
+4% +$756K ﹤0.01% 961
2024
Q3 		$17.3M Buy
631,645
+15,667
+3% +$411K ﹤0.01% 1001
2024
Q2 		$14M Buy
615,978
+22,600
+4% +$512K ﹤0.01% 1058
2024
Q1 		$14.4M Buy
593,378
+29,200
+5% +$747K ﹤0.01% 1023
2023
Q4 		$16.8M Buy
564,178
+24,083
+4% +$627K ﹤0.01% 984
2023
Q3 		$13.9M Buy
540,095
+99,700
+23% +$2.76M ﹤0.01% 1016
2023
Q2 		$11.9M Buy
440,395
+56,450
+15% +$1.54M ﹤0.01% 1064
2023
Q1 		$11.4M Hold
383,945
– – ﹤0.01% 1066
2022
Q4 		$14.3M Sell
383,945
-27,844
-7% -$1.06M ﹤0.01% 992
2022
Q3 		$13.9M Sell
411,789
-28,307
-6% -$931K ﹤0.01% 1016
2022
Q2 		$13.1M Sell
440,096
-149,848
-25% -$4.8M ﹤0.01% 1059
2022
Q1 		$20.5M Hold
589,944
– – ﹤0.01% 1009
2021
Q4 		$20.9M Sell
589,944
-94,820
-14% -$3.25M ﹤0.01% 1064
2021
Q3 		$22.8M Buy
684,764
+78,951
+13% +$2.54M ﹤0.01% 1055
2021
Q2 		$18.8M Sell
605,813
-52,005
-8% -$1.68M ﹤0.01% 1108
2021
Q1 		$20.3M Buy
657,818
+277,669
+73% +$7.62M ﹤0.01% 1067
2020
Q4 		$8.65M Buy
380,149
+42,028
+12% +$832K ﹤0.01% 1218
2020
Q3 		$5.12M Sell
338,121
-107,700
-24% -$1.81M ﹤0.01% 1261
2020
Q2 		$8.35M Buy
445,821
+42,395
+11% +$751K ﹤0.01% 1108
2020
Q1 		$7.24M Sell
403,426
-44
-0% -$1.17K ﹤0.01% 1117
2019
Q4 		$12.5M Sell
403,470
-15,751
-4% -$464K ﹤0.01% 1108
2019
Q3 		$11.8M Sell
419,221
-44,878
-10% -$1.26M ﹤0.01% 1109
2019
Q2 		$13.1M Sell
464,099
-26,954
-5% -$747K ﹤0.01% 1129
2019
Q1 		$12.9M Sell
491,053
-42,908
-8% -$1.18M ﹤0.01% 1138
2018
Q4 		$13.4M Sell
533,961
-81,693
-13% -$2.25M ﹤0.01% 1105
2018
Q3 		$19M Sell
615,654
-272,231
-31% -$9.08M ﹤0.01% 1101
2018
Q2 		$30.7M Sell
887,885
-28,968
-3% -$987K 0.01% 940
2018
Q1 		$30.6M Sell
916,853
-47,463
-5% -$1.66M 0.01% 928
2017
Q4 		$33.8M Sell
964,316
-77,470
-7% -$2.65M 0.01% 902
2017
Q3 		$35.1M Buy
1,041,786
+70,975
+7% +$2.23M 0.01% 870
2017
Q2 		$30.4M Buy
970,811
+139,613
+17% +$4.28M 0.01% 886
2017
Q1 		$24.6M Buy
831,198
+615,028
+285% +$19M 0.01% 966
2016
Q4 		$6.67M Sell
216,170
-33,225
-13% -$856K ﹤0.01% 1318
2016
Q3 		$5.59M Sell
249,395
-54,050
-18% -$1.1M ﹤0.01% 1347
2016
Q2 		$5.62M Sell
303,445
-24,292
-7% -$447K ﹤0.01% 1302
2016
Q1 		$5.54M Sell
327,737
-1,034,538
-76% -$18.8M ﹤0.01% 1327
2015
Q4 		$28.1M Sell
1,362,275
-31,584
-2% -$691K 0.01% 849
2015
Q3 		$29.5M Buy
1,393,859
+223,921
+19% +$4.82M 0.01% 841
2015
Q2 		$26M Sell
1,169,938
-154,343
-12% -$3.24M 0.01% 932
2015
Q1 		$28.6M Buy
1,324,281
+107,652
+9% +$2.1M 0.01% 914
2014
Q4 		$22.6M Buy
1,216,629
+532,636
+78% +$9.64M 0.01% 1009
2014
Q3 		$12M Hold
683,993
– – ﹤0.01% 1181
2014
Q2 		$14.5M Buy
683,993
+50,757
+8% +$999K ﹤0.01% 1142
2014
Q1 		$13.9M Hold
633,236
– – ﹤0.01% 1149
2013
Q4 		$12.1M Buy
633,236
+366,654
+138% +$6.69M ﹤0.01% 1175
2013
Q3 		$4.95M Hold
266,582
– – ﹤0.01% 1441
2013
Q2 		$4.67M Buy
+266,582
New +$4.06M ﹤0.01% 1441

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
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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Wellington Management Group's PGC Position: Q1 2026 in Review

Wellington Management Group reduced its Peapack-Gladstone Financial (PGC) stake by 5.6% in Q1 2026, selling an estimated $1.23M and leaving 636,083 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Wellington Management Group first reported a position in PGC in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.1M in Q3 2017. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Wellington Management Group held 636,083 shares of Peapack-Gladstone Financial worth $22.4M as of Q1 2026.
  • Wellington Management Group sold 37,920 Peapack-Gladstone Financial shares in Q1 2026, an estimated $1.23M.
  • Peapack-Gladstone Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #958 holding.
  • Wellington Management Group first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Peapack-Gladstone Financial position peaked at $35.1M in Q3 2017.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.