Peapack Gladstone Financial Corp. 13F holders
173 funds reported a position in Peapack Gladstone Financial Corp. in their 13F for the quarter ended 30 June 2026, together 13.7 million shares worth $648.0 million. Against the quarter before, 25 opened a position, 60 added, 48 trimmed and 18 sold out; together they bought a net 495,538 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding173+7 on Q1 2026
Shares they held13.7Mworth $648.0 million
Net bought on the quarter495,538 sharesabout $23.4 million at the funds' values
Funds buying to selling85 to 66opened or added, to cut or sold
Opened 25Added 60Held 38Trimmed 48Sold out 18
What each fund did in PGC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PGC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 29 reported a position in Peapack Gladstone Financial Corp.: 4 opened one, 8 added, 3 trimmed and 3 sold out, a net 8,963 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Sigma Planning Corp | +30,000 | 35,000 | added | 13F |
| Salzhauer Michael | -15,354 | 201,278 | trimmed | 13F |
| Inspire Investing, LLC | +14,760 | 14,760 | new | 13F |
| Bailard, Inc. | +7,300 | 7,300 | new | 13F |
| Cacti Asset Management LLC | -3,000 | 50,000 | trimmed | 13F |
| Nisa Investment Advisors, LLC | -1,598 | 1,095 | trimmed | 13F |
| Fortitude Family Office, LLC | +1,149 | 1,149 | new | 13F |
| Wealth Enhancement Advisory Services, LLC | +483 | 6,008 | added | 13F |
| Farther Finance Advisors, LLC | +433 | 612 | added | 13F |
| Aaron Wealth Advisors LLC | +375 | 6,105 | added | 13F |
| Sterling Capital Management LLC | +209 | 411 | added | 13F |
| SJS Investment Consulting Inc. | +165 | 167 | added | 13F |
| Ellsworth Advisors, LLC | +26 | 24,514 | added | 13F |
| Gamma Investing LLC | +10 | 251 | added | 13F |
| Caitong International Asset Management Co., Ltd | +6 | 6 | new | 13F |
| Pinnacle Associates Ltd | -10,053 | 0 | sold out | 13F |
| SummerHaven Investment Management, LLC | -24,893 | 0 | sold out | 13F |
| Y-Intercept (Hong Kong) Ltd | -8,981 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Peapack Gladstone Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 464,052 shares worth $22.0 million, 0.0% of its reported book. Sold out: Citadel Advisors, Point72 Asset Management. In the quarter, 3 funds added or opened a position and 4 trimmed or sold out; together they bought a net 24,377 shares, about $1.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 464,052 | $22.0 million | 0.0% | +72,659 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 193,594 | $9.2 million | 0.0% | -13,451 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 75,723 | $3.6 million | 0.0% | +18,526 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 20,594 | $974,714 | 0.0% | +7,300 | added | 30 June 2026 | 13F |
| Millennium Management | 19,712 | $932,969 | 0.0% | -8,803 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 0 | $0 | 0.0% | -38,792 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -13,062 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,597,272 | 11.66% | $75.6 million | 0.00% | +125,923 | 13F |
| Dimensional Fund Advisors LP | 1,035,542 | 7.56% | $49.0 million | 0.01% | +451 | 13F |
| Vanguard Capital Management LLC | 705,681 | 5.15% | $33.4 million | 0.00% | +19,617 | 13F |
| Wellington Management Group LLP | 674,880 | 4.93% | $31.9 million | 0.01% | +38,797 | 13F |
| Philadelphia Trust Co. | 616,424 | 4.50% | $29.2 million | 1.87% | -55,355 | 13F |
| State Street Corp. | 569,369 | 4.16% | $26.9 million | 0.00% | +52,457 | 13F |
| Boston Partners | 467,556 | 3.41% | $22.1 million | 0.02% | -28,716 | 13F |
| Geode Capital Management, LLC | 464,052 | 3.39% | $22.0 million | 0.00% | +72,659 | 13F |
| American Century Companies Inc. | 458,345 | 3.35% | $21.7 million | 0.01% | +89,530 | 13F |
| Brown Advisory Inc. | 450,880 | 3.29% | $21.3 million | 0.03% | -5,386 | 13F |
| Strategic Value Bank Partners LLC | 378,416 | 2.76% | $17.9 million | 12.54% | no change | 13F |
| Algert Global LLC | 356,295 | 2.60% | $16.9 million | 0.20% | +26,880 | 13F |
| Peapack Gladstone Financial Corp. | 348,088 | 2.54% | $16.5 million | 0.19% | -146,167 | 13F |
| Acadian Asset Management LLC | 302,345 | 2.21% | $14.3 million | 0.02% | +129,397 | 13F |
| Basswood Capital Management, L.l.c. | 291,105 | 2.13% | $13.8 million | 0.59% | +95,585 | 13F |
| Banc Funds Co. LLC | 273,947 | 2.00% | $13.0 million | 2.14% | no change | 13F |
| Adage Capital Partners GP, L.l.c. | 259,220 | 1.89% | $12.3 million | 0.02% | +220,120 | 13F |
| JPMorgan Chase & Co. | 254,146 | 1.86% | $12.1 million | 0.00% | +10,903 | 13F |
| Russell Investments Group, Ltd. | 232,670 | 1.70% | $11.0 million | 0.01% | -7,466 | 13F |
| Salzhauer Michael | 216,632 | 1.58% | $10.3 million | 3.77% | -39,107 | 13F |
| Two Sigma Investments, LP | 193,594 | 1.41% | $9.2 million | 0.01% | -13,451 | 13F |
| Vanguard Portfolio Management LLC | 177,057 | 1.29% | $8.4 million | 0.00% | +16,077 | 13F |
| Hotchkis & Wiley Capital Management LLC | 164,790 | 1.20% | $7.8 million | 0.02% | -52,260 | 13F |
| Northern Trust Corp. | 147,187 | 1.07% | $7.0 million | 0.00% | +10,681 | 13F |
| Charles Schwab Investment Management Inc. | 132,779 | 0.97% | $6.3 million | 0.00% | +2,365 | 13F |
| Bridgeway Capital Management, LLC | 125,040 | 0.91% | $5.9 million | 0.10% | +5,701 | 13F |
| Oppenheimer & Close, LLC | 124,936 | 0.91% | $5.9 million | 3.73% | no change | 13F |
| Goldman Sachs Group Inc. | 116,205 | 0.85% | $5.5 million | 0.00% | -75,966 | 13F |
| AQR Capital Management LLC | 115,087 | 0.84% | $5.4 million | 0.00% | +8,871 | 13F |
| Bank of America Corp. | 114,319 | 0.83% | $5.4 million | 0.00% | +21,516 | 13F |
| Vanguard Fiduciary Trust Co. | 108,945 | 0.80% | $5.2 million | 0.00% | +782 | 13F |
| Federated Hermes, Inc. | 92,636 | 0.68% | $4.4 million | 0.01% | +9,272 | 13F |
| Panagora Asset Management Inc. | 91,836 | 0.67% | $4.3 million | 0.01% | +66,441 | 13F |
| Empowered Funds, LLC | 81,146 | 0.59% | $3.8 million | 0.02% | +5,701 | 13F |
| FMR LLC | 75,723 | 0.55% | $3.6 million | 0.00% | +18,526 | 13F |
| Quantinno Capital Management LP | 67,788 | 0.49% | $3.2 million | 0.00% | +17,762 | 13F |
| Ameriprise Financial Inc. | 66,420 | 0.48% | $3.1 million | 0.00% | +32,468 | 13F |
| Trexquant Investment LP | 63,852 | 0.47% | $3.0 million | 0.02% | +11,497 | 13F |
| Jacobs Levy Equity Management, Inc. | 63,558 | 0.46% | $3.0 million | 0.01% | +17,061 | 13F |
| Nuveen, LLC | 59,231 | 0.43% | $2.8 million | 0.00% | -37,947 | 13F |
| First Trust Advisors LP | 59,159 | 0.43% | $2.8 million | 0.00% | +2,508 | 13F |
| Morgan Stanley | 54,916 | 0.40% | $2.6 million | 0.00% | -8,065 | 13F |
| Cacti Asset Management LLC | 53,000 | 0.39% | $2.5 million | 0.13% | -2,000 | 13F |
| Bank of New York Mellon Corp | 48,431 | 0.35% | $2.3 million | 0.00% | +2,607 | 13F |
| Creative Planning | 48,024 | 0.35% | $2.3 million | 0.00% | +20,560 | 13F |
| PL Capital Advisors, LLC | 45,500 | 0.33% | $2.2 million | 0.60% | no change | 13F |
| Gamco Investors, Inc. Et Al | 44,410 | 0.32% | $2.1 million | 0.02% | -18,500 | 13F |
| State of New Jersey Common Pension Fund D | 43,627 | 0.32% | $2.1 million | 0.01% | -27,236 | 13F |
| XTX Topco Ltd | 38,821 | 0.28% | $1.8 million | 0.02% | +22,579 | 13F |
| Prudential Financial Inc. | 37,945 | 0.28% | $1.8 million | 0.00% | new | 13F |
The 50 largest of the 173 funds that reported a position in PGC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PGC
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 6,800 | $321,844 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.2 million | 6.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 10 February 2026 | 13G/A | Wellington Management Group LLP and 5 others | 674,003 | 3.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G | Wellington Management Group LLP and 7 others | 1.1 million | 6.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 56 | $43.71 | SEC |
| 4 September 2026 | 392 | $45.94 | SEC |
| 28 August 2026 | 364 | $45.16 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.