Wipfli Financial Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$3K	Buy	+78	New	+$2.56K	﹤0.01%	2227

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wipfli Financial Advisors's PGC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Peapack-Gladstone Financial (PGC) in Q3 2022: 78 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2227 among its holdings.

126 funds tracked by Wall St. Rank hold PGC as of Q3 2022.

Wipfli Financial Advisors held 78 shares of Peapack-Gladstone Financial worth $3K as of Q3 2022.
Peapack-Gladstone Financial was a new Wipfli Financial Advisors position in Q3 2022.
Peapack-Gladstone Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2227 holding.
126 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.