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 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

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SWM

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

Y-Intercept (HK)'s PGC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Peapack-Gladstone Financial (PGC) stake by 50% in Q2 2026, selling an estimated $386K and leaving 8,981 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #1361.

Y-Intercept (HK) first reported a position in PGC in Q1 2023 and has held it in 5 quarters since. The position peaked at $638K in Q1 2026. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Y-Intercept (HK) held 8,981 shares of Peapack-Gladstone Financial worth $425K as of Q2 2026.
Y-Intercept (HK) sold 9,137 Peapack-Gladstone Financial shares in Q2 2026, an estimated $386K.
Peapack-Gladstone Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1361 holding.
Y-Intercept (HK) first reported a position in Peapack-Gladstone Financial in Q1 2023 and has held it in 5 quarters since.
Y-Intercept (HK)'s Peapack-Gladstone Financial position peaked at $638K in Q1 2026.
15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.