Who owns Peapack-Gladstone Financial (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on PGC is one-sided between 2026-Q1 and 2026-Q2: 65 added or opened and 17 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 165 tracked filers holding PGC, 88 increased or opened the position and 75 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2026-Q1 and 2026-Q2 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 3
- PRUDENTIAL FINANCIAL INC$2M
- STATE OF WISCONSIN INVESTMENT BOARD$617K
- AlphaCore Capital LLC$590K
Full exits 8
- PHILADELPHIA TRUST CO$24M
- PEAPACK GLADSTONE FINANCIAL CORP$17M
- ACADIAN ASSET MANAGEMENT LLC$6M
- HRT FINANCIAL LP$2M
- CITADEL ADVISORS LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest adds
- BlackRock, Inc.$24M
- DIMENSIONAL FUND ADVISORS LP$13M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
- WELLINGTON MANAGEMENT GROUP LLP$10M
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- STATE STREET CORP$9M
Largest trims
- GOLDMAN SACHS GROUP INC$1M
- EverSource Wealth Advisors, LLC$658K
- Nuveen, LLC$618K
- D. E. Shaw & Co., Inc.$506K
- State of New Jersey Common Pension Fund D$430K
- NEUBERGER BERMAN GROUP LLC$415K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,597,272 | $76M | 13.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,035,542 | $49M | 8.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 705,681 | $33M | 5.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 674,880 | $32M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 569,369 | $27M | 4.6% | 2026-Q2 |
| Boston Partners trimmed | 467,556 | $22M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 464,052 | $22M | 3.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 458,345 | $22M | 3.7% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 450,880 | $21M | 3.7% | 2026-Q2 |
| STRATEGIC VALUE BANK PARTNERS LLC | 378,416 | $18M | 3.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 356,295 | $17M | 2.9% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 291,105 | $14M | 2.4% | 2026-Q2 |
| BANC FUNDS CO LLC | 273,947 | $13M | 2.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 259,220 | $12M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 254,146 | $12M | 2.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 232,670 | $11M | 1.9% | 2026-Q2 |
| SALZHAUER MICHAEL trimmed | 216,632 | $10M | 1.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 193,594 | $9M | 1.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 177,057 | $8M | 1.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 164,790 | $8M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 147,187 | $7M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 132,779 | $6M | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 125,040 | $6M | 1.0% | 2026-Q2 |
| Oppenheimer & Close, LLC | 124,936 | $6M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 116,205 | $5M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 115,087 | $5M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 114,319 | $5M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 108,945 | $5M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 92,636 | $4M | 0.8% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 91,836 | $4M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 81,146 | $4M | 0.7% | 2026-Q2 |
| FMR LLC added | 75,723 | $4M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 67,788 | $3M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 66,420 | $3M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 63,852 | $3M | 0.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 63,558 | $3M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 59,231 | $3M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 59,159 | $3M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 54,916 | $3M | 0.4% | 2026-Q2 |
| CACTI ASSET MANAGEMENT LLC trimmed | 53,000 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 48,431 | $2M | 0.4% | 2026-Q2 |
| Creative Planning added | 48,024 | $2M | 0.4% | 2026-Q2 |
| PL Capital Advisors, LLC | 45,500 | $2M | 0.4% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 44,410 | $2M | 0.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 43,627 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 38,821 | $2M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 37,945 | $2M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 37,635 | $2M | 0.3% | 2026-Q2 |
| Numerai GP LLC added | 36,150 | $2M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 35,260 | $2M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 33,365 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 32,878 | $2M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 30,480 | $1M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 29,900 | $1M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 28,650 | $1M | 0.2% | 2026-Q2 |
| Cannell & Spears LLC | 27,915 | $1M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 26,547 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 26,213 | $1M | 0.2% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 24,893 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 24,847 | $1M | 0.2% | 2026-Q2 |
| Ellsworth Advisors, LLC added | 24,488 | $1M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 22,614 | $796K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 22,470 | $1M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 20,594 | $975K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 20,392 | $965K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 20,117 | $952K | 0.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 20,000 | $947K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 19,712 | $933K | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 18,320 | $867K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 16,660 | $789K | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 16,600 | $786K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,177 | $766K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 15,935 | $754K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,860 | $751K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 14,836 | $702K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 13,031 | $617K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 12,796 | $606K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 12,712 | $602K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC new | 12,473 | $590K | 0.1% | 2026-Q2 |
| Elk River Wealth Management LLC trimmed | 12,400 | $587K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,807 | $559K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 11,789 | $558K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 10,186 | $482K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,174 | $482K | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD new | 10,053 | $476K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 9,393 | $445K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 9,365 | $443K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 9,280 | $439K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,000 | $426K | 0.1% | 2026-Q2 |
| R Squared Ltd new | 8,997 | $426K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 8,994 | $426K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 8,981 | $425K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 8,845 | $419K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,070 | $382K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 7,899 | $374K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 7,875 | $373K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 7,719 | $366K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC | 7,536 | $357K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,435 | $352K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 7,430 | $352K | 0.1% | 2026-Q2 |
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.