Peapack Gladstone
PGCInstitutional ownership · Q2 2026
Institutional holders
173
+7 (+4.2%) vs Q1 2026
Reported value
$648.0M
+39.1% vs Q1 2026
Shares held
13.7M
+465.5K shares
Quarter
Q2 2026
Period ended Jun 30, 2026
173 institutional managers reported holding 13,695,699 shares worth $647,987,834 on Form 13F for Q2 2026, against 166 in Q1 2026. Share positions on CUSIP 704699107 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 1,597,272 | $75.6M | < 0.01% | +125.9K | Position |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,035,542 | $49.0M | < 0.01% | +451 | Position |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 705,681 | $33.4M | < 0.01% | +19.6K | Position |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 674,880 | $31.9M | < 0.01% | +38.8K | Position |
| 5 | PHILADELPHIA TRUST CO | 616,424 | $29.2M | 1.87% | -55.4K | Position |
| 6 | STATE STREET CORPORATION | 569,369 | $26.9M | < 0.01% | +52.5K | Position |
| 7 | Boston Partners | 467,556 | $22.1M | 0.02% | -28.7K | Position |
| 8 | GEODE CAPITAL MANAGEMENT LLC | 464,052 | $22.0M | < 0.01% | +72.7K | Position |
| 9 | AMERICAN CENTURY COMPANIES INC | 458,345 | $21.7M | < 0.01% | +89.5K | Position |
| 10 | BROWN ADVISORY INC | 450,880 | $21.3M | 0.03% | -5.4K | Position |
| 11 | Strategic Value Bank Partners LLC | 378,416 | $17.9M | 12.54% | — | Position |
| 12 | ALGERT GLOBAL LLC | 356,295 | $16.9M | 0.2% | +26.9K | Position |
| 13 | PEAPACK-GLADSTONE FINANCIAL CORPORATION | 348,088 | $16.5M | 0.19% | -146.2K | Position |
| 14 | ACADIAN ASSET MANAGEMENT LLC | 302,345 | $14.3M | 0.02% | +129.4K | Position |
| 15 | BASSWOOD CAPITAL MANAGEMENT L L C | 291,105 | $13.8M | 0.55% | +95.6K | Position |
| 16 | BANC FUNDS CO LLC | 273,947 | $13.0M | 2.14% | — | Position |
| 17 | ADAGE CAPITAL PARTNERS GP L L C | 259,220 | $12.3M | 0.02% | +220.1K | Position |
| 18 | JPMorgan Chase & Co | 254,146 | $12.1M | < 0.01% | +10.9K | Position |
| 19 | Russell Investments Group Ltd | 232,670 | $11.0M | < 0.01% | -7.5K | Position |
| 20 | SALZHAUER MICHAEL | 216,632 | $10.3M | 3.51% | -39.1K | Position |
| 21 | TWO SIGMA INVESTMENTS LP | 193,594 | $9.2M | < 0.01% | -13.5K | Position |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 177,057 | $8.4M | < 0.01% | +16.1K | Position |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 164,790 | $7.8M | 0.02% | -52.3K | Position |
| 24 | NORTHERN TRUST CORPORATION | 147,187 | $7.0M | < 0.01% | +10.7K | Position |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 132,779 | $6.3M | < 0.01% | +2.4K | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 173 +7 | 13.7M | $648.0M |
| Q1 2026 | 166 +9 | 13.2M | $465.7M |
| Q4 2025 | 157 +8 | 12.8M | $355.9M |
| Q3 2025 | 149 +4 | 12.9M | $356.0M |
| Q2 2025 | 145 +6 | 13.2M | $371.4M |
| Q1 2025 | 139 +3 | 13.3M | $378.1M |
| Q4 2024 | 136 +16 | 13.8M | $439.4M |
| Q3 2024 | 120 +8 | 13.0M | $356.3M |
| Q2 2024 | 112 -3 | 13.0M | $295.4M |
| Q1 2024 | 115 -5 | 13.0M | $316.3M |
| Q4 2023 | 120 +2 | 12.9M | $385.4M |
| Q3 2023 | 118 -5 | 12.9M | $331.8M |
| Q2 2023 | 123 -7 | 13.1M | $354.3M |
| Q1 2023 | 130 -8 | 12.9M | $382.7M |
| Q4 2022 | 138 +16 | 13.0M | $483.2M |
| Q3 2022 | 122 -3 | 13.1M | $441.6M |
| Q2 2022 | 125 +5 | 13.4M | $398.7M |
| Q1 2022 | 120 +11 | 13.3M | $461.0M |
| Q4 2021 | 109 +6 | 13.2M | $466.1M |
| Q3 2021 | 103 | 13.0M | $434.8M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
209 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI | $23.9M | < 0.01% | Jun 2026 |
| iShares Russell 2000 ETF IWM | $20.4M | 0.02% | Jun 2026 |
| Avantis U.S. Small Cap Value ETF AVUV | $15.4M | 0.06% | May 2026 |
| Brown Advisory Small-Cap Fundamental Value Fund | $11.5M | 0.93% | Jun 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO | $11.0M | 0.06% | Jul 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND | $8.7M | < 0.01% | Jun 2026 |
| Fidelity Small Cap Index Fund | $8.0M | 0.02% | Jul 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF KRE | $7.5M | 0.16% | Jun 2026 |
| Column Small Cap Select Fund | $6.7M | 0.35% | May 2026 |
| U.S. Targeted Value Portfolio | $5.0M | 0.03% | Jul 2026 |
209 funds reported holding $253,605,763 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Annual & quarterly reports
-
10-K · FY2025 Filed 2026-03-11Business · Risk Factors · Management's Discussion and Analysis
-
Management's Discussion and Analysis · Controls and Procedures · Legal Proceedings · Risk Factors
5%+ holders · 13D/G
2 filers| Filer | % of class | Filed |
|---|---|---|
| BlackRock Inc 13G | 6.6% | 2026-04-27 |
| DIMENSIONAL FUND ADVISORS LP 13G | 6.1% | 2025-07-15 |
Latest Schedule 13D or 13G from each filer naming this CUSIP; stakes a filer has reported closed are left out.
Insiders · Form 4
Net insider transactions, 12 months
-$299K
3 filings with purchases ($549K),
8 filings with sales ($848K)
Latest filings
- Maureen Hemhauser 2026-09-22 Sell
- Gregory Martin Smith 2026-09-03 Sell
- Andrew F. Corrado 2026-08-04 Exercise
- John P Babcock 2026-06-30 Sell
- Lisa Chalkan 2026-06-30 Sell
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 704699107 |
|---|---|
| FIGI | BBG001SG3CC8 |
| Symbol | PGC |
| Type | Common stock |
| Class | COM as filed on 13F |
| Exchange | Nasdaq |
| Company | Peapack Gladstone |
Other securities from this issuer
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| PEAPACK GLADSTONE FINL CORP RT | RTSPYMT | 704699990 | Common stock |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| FIGI | BBG001SG3CC8 | 2026-02-07 | Current |
| CUSIP | 704699107 | 2001-03-31 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| PGC | Nasdaq | 2005-07-08 | Current |