Y-Intercept (HK)
PGC icon

Y-Intercept (HK)’s Peapack-Gladstone Financial PGC Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-8,981
Closed -$425K – 1979
2026
Q2 		$425K Sell
8,981
-9,137
-50% -$386K 0.01% 1361
2026
Q1 		$638K Buy
+18,118
New +$589K 0.01% 1198
2023
Q4 		– Sell
-13,568
Closed -$348K – 1558
2023
Q3 		$348K Buy
13,568
+3,637
+37% +$101K 0.03% 703
2023
Q2 		$269K Sell
9,931
-2,509
-20% -$68.6K 0.03% 816
2023
Q1 		$368K Buy
+12,440
New +$441K 0.04% 675

Other funds holding PGC

SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK)'s PGC Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Peapack-Gladstone Financial (PGC) in Q3 2026, closing a stake of 8,981 shares — an estimated $425K sold.

Y-Intercept (HK) first reported a position in PGC in Q1 2023 and held it in 5 quarters. The position peaked at $638K in Q1 2026. 34 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Peapack-Gladstone Financial position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 8,981 Peapack-Gladstone Financial shares in Q3 2026, an estimated $425K.
  • Y-Intercept (HK) first reported a position in Peapack-Gladstone Financial in Q1 2023 and held it in 5 quarters.
  • Y-Intercept (HK)'s Peapack-Gladstone Financial position peaked at $638K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.