ALBION FINANCIAL GROUP /UT PGC — PEAPACK-GLADSTONE FINL CORP

Ownership history in ALBION FINANCIAL GROUP /UT  ·  6 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported PEAPACK-GLADSTONE FINL CORP (PGC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows PGC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in PEAPACK-GLADSTONE FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGC stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held PGC — position size vs. price
% of Fund (quarterly)    PGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,082 — 0% 0.00% $38K 2026-04-27 $41.30
2025 Q4 UNCHANGED — — — 1,082 — 0% 0.00% $30K 2026-01-21 $30.64
2025 Q3 UNCHANGED — — — 1,082 — 0% 0.00% $30K 2025-10-20 $27.15
2025 Q2 UNCHANGED — — — 1,082 — 0% 0.00% $31K 2025-07-17 $29.76
2025 Q1 UNCHANGED — — — 1,082 — 0% 0.00% $31K 2025-04-25 $27.27
2024 Q4 INITIATED — — — 1,082 — — 0.00% $35K 2025-01-17 $31.50

🏢 Other funds also holding PGC

As of 2026 Q1 — sorted by position size

STRATEGIC VALUE BANK PARTNERS LLC 3Y 7.16% SALZHAUER MICHAEL 3Y 7Y 4.24% Oppenheimer & Close, LLC 3Y 7Y 2.77% BANC FUNDS CO LLC 3Y 7Y 1.8% PHILADELPHIA TRUST CO 3Y 7Y 1.67% SummerHaven Investment Management, LLC 3Y 0.54% PL Capital Advisors, LLC 3Y 7Y 0.48% Watershed Asset Management, L.L.C. 3Y 7Y 0.48% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.32% PEAPACK GLADSTONE FINANCIAL CORP 3Y 7Y 0.22%

FAQ About ALBION FINANCIAL GROUP /UT and PGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning PGC?

ALBION FINANCIAL GROUP /UT reported PGC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PGC position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for PGC was 0.00% in 2026 Q1.

What is the latest reported PGC position on this page?

The most recent filing on this page is 2026 Q1, when ALBION FINANCIAL GROUP /UT reported 1,082 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this PGC ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly PGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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