Who owns Peapack-Gladstone Financial Corporation (PGC)
Which tracked institutional funds hold PGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
57 tracked funds added or opened PGC while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PGC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PGC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PGC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 164 tracked filers holding PGC, 81 increased or opened the position and 72 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PGC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$24M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Vanguard Global Advisers, LLC$1M
Full exits 8
- VANGUARD GROUP INC$27M
- TWO SIGMA ADVISERS, LP$3M
- Walleye Capital LLC$2M
- PRUDENTIAL FINANCIAL INC$923K
- Qube Research & Technologies Ltd$853K
- Man Group plc$789K
Largest adds
- Boston Partners$17M
- BlackRock, Inc.$8M
- DIMENSIONAL FUND ADVISORS LP$8M
- JPMORGAN CHASE & CO$7M
- ALGERT GLOBAL LLC$6M
- Russell Investments Group, Ltd.$5M
Largest trims
- MILLENNIUM MANAGEMENT LLC$3M
- CITADEL ADVISORS LLC$2M
- PNC FINANCIAL SERVICES GROUP, INC.$2M
- MORGAN STANLEY$1M
- Trexquant Investment LP$837K
- MENDON CAPITAL ADVISORS CORP$807K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,471,349 | $52M | 10.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,035,091 | $36M | 7.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 686,064 | $24M | 5.0% | 2026-Q1 |
| PHILADELPHIA TRUST CO trimmed | 671,779 | $24M | 4.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 613,618 | $22M | 4.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 516,912 | $18M | 3.8% | 2026-Q1 |
| Boston Partners added | 496,272 | $17M | 3.6% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 456,266 | $16M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 391,393 | $14M | 2.9% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC | 378,416 | $13M | 2.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 368,815 | $13M | 2.7% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 329,415 | $12M | 2.4% | 2026-Q1 |
| BANC FUNDS CO LLC trimmed | 273,947 | $10M | 2.0% | 2026-Q1 |
| SALZHAUER MICHAEL trimmed | 255,739 | $9M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 243,243 | $8M | 1.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 240,136 | $8M | 1.8% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 217,050 | $8M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 207,045 | $7M | 1.5% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 195,520 | $7M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 192,171 | $7M | 1.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 172,948 | $6M | 1.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 160,980 | $6M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 136,506 | $5M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 130,414 | $5M | 1.0% | 2026-Q1 |
| Oppenheimer & Close, LLC added | 124,936 | $4M | 0.9% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 119,339 | $4M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 108,163 | $4M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 105,311 | $4M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 97,178 | $3M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 92,803 | $3M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 83,364 | $3M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 75,445 | $3M | 0.6% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 70,863 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 62,981 | $2M | 0.5% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 62,910 | $2M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 61,761 | $2M | 0.5% | 2026-Q1 |
| FMR LLC added | 57,197 | $2M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 56,651 | $2M | 0.4% | 2026-Q1 |
| CACTI ASSET MANAGEMENT LLC | 55,000 | $2M | 0.4% | 2026-Q1 |
| Trexquant Investment LP trimmed | 52,355 | $2M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 50,026 | $2M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 48,036 | $2M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 47,876 | $2M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 46,497 | $2M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 45,824 | $2M | 0.3% | 2026-Q1 |
| PL Capital Advisors, LLC | 45,500 | $2M | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 41,751 | $1M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 39,100 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,792 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,347 | $1M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 33,952 | $1M | 0.2% | 2026-Q1 |
| Numerai GP LLC added | 33,164 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 32,634 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 31,661 | $1M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 30,480 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG added | 30,381 | $1M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 30,000 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 29,000 | $1M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 28,992 | $1M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 28,515 | $1M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC | 27,915 | $983K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 27,652 | $974K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 27,614 | $972K | 0.2% | 2026-Q1 |
| Creative Planning added | 27,464 | $967K | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 25,395 | $894K | 0.2% | 2026-Q1 |
| Brooklyn Investment Group new | 25,366 | $893K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 25,075 | $883K | 0.2% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 24,893 | $876K | 0.2% | 2026-Q1 |
| Ellsworth Advisors, LLC new | 24,384 | $859K | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 23,693 | $834K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 20,325 | $716K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 20,183 | $711K | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 20,000 | $704K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 15,000 | $671K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 18,118 | $638K | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 18,100 | $637K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 16,242 | $572K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 19,904 | $554K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,535 | $547K | 0.1% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS | 15,300 | $539K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 14,836 | $522K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 14,362 | $506K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 13,802 | $486K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 13,294 | $468K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 966,585 | $27M | 5.6% | 2025-Q4 stale |
| KENNEDY CAPITAL MANAGEMENT LLC added | 209,169 | $6M | 1.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 121,420 | $3M | 0.7% | 2025-Q4 stale |
| Walleye Capital LLC added | 71,628 | $2M | 0.4% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 33,135 | $923K | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 30,636 | $853K | 0.2% | 2025-Q4 stale |
| Man Group plc added | 28,327 | $789K | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 23,599 | $657K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 22,815 | $635K | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC new | 22,119 | $628K | 0.1% | 2025-Q1 stale |
| Engineers Gate Manager LP added | 22,738 | $628K | 0.1% | 2025-Q3 stale |
| CW Advisors, LLC trimmed | 17,950 | $507K | 0.1% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC added | 17,940 | $506K | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 17,441 | $481K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 16,906 | $467K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.