PEAPACK GLADSTONE FINANCIAL CORP PGC CORPORATION

Ownership history in PEAPACK GLADSTONE FINANCIAL CORP  ·  101 quarters on record

AI Ownership Summary

PEAPACK GLADSTONE FINANCIAL CORP reported CORPORATION (PGC) in 101 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2023 Q4. The latest visible filing shows PGC at 0.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEAPACK GLADSTONE FINANCIAL CORP's position in CORPORATION, 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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2023 Q4

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

Time in book
Holding Window
2023 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.

How PEAPACK GLADSTONE FINANCIAL CORP 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 494,255 -62,883 -11.3% 0.22% $17K 2026-05-15 $41.73
2025 Q4 REDUCED 557,138 -21,144 -3.7% 0.20% $15.5M 2026-02-10 $34.59
2025 Q3 REDUCED 6.6% +3.0% 578,282 -41,149 -6.6% 0.21% $16.0M 2025-11-14 $25.93
2025 Q2 REDUCED 619,431 -1,943 -0.3% 0.25% $17.5M 2025-08-14 $26.67
2025 Q1 REDUCED 27.9% -0.4% 621,374 -240,369 -27.9% 0.26% $17.6M 2025-05-12 $28.80
2024 Q4 REDUCED 7.3% -11.3% 861,743 -67,929 -7.3% 0.40% $27.6M 2025-02-13 $34.86
2024 Q3 REDUCED 929,672 -4,815 -0.5% 0.37% $25.5M 2024-11-26 $36.53
2024 Q2 ADDED 934,487 +7,567 +0.8% 0.33% $21.2M 2024-08-13 $25.29
2024 Q1 ADDED 926,920 +10,670 +1.2% 0.35% $22.6M 2024-05-10 $22.75
2023 Q4 ADDED 916,250 +12,976 +1.4% 0.46% $27.3M 2024-02-13 $22.29
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PEAPACK GLADSTONE FINANCIAL CORP and PGC

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

How long has PEAPACK GLADSTONE FINANCIAL CORP reported owning PGC?

PEAPACK GLADSTONE FINANCIAL CORP reported PGC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGC position in PEAPACK GLADSTONE FINANCIAL CORP's portfolio?

The largest reported portfolio weight for PGC was 0.46% in 2023 Q4.

What is the latest reported PGC position on this page?

The most recent filing on this page is 2026 Q1, when PEAPACK GLADSTONE FINANCIAL CORP reported 494,255 shares, equal to 0.22% of portfolio, with an estimated market value of $17K.

What does the chart on this PGC ownership page compare?

The chart compares PEAPACK GLADSTONE FINANCIAL CORP'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.

How well did PEAPACK GLADSTONE FINANCIAL CORP time their PGC position?

Based on 13F filing dates vs. subsequent PGC price moves, PEAPACK GLADSTONE FINANCIAL CORP correctly timed 53 out of 98 reported position changes (54%). The annualised alpha on PGC relative to SPY over the holding period was -2.0%.

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