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Peapack-Gladstone Financial shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Peapack-Gladstone Financial (PGC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Peapack-Gladstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Peapack-Gladstone Financial held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peapack-Gladstone Financial by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9k 251 27.58
2025-06-30 $2.8k 99 28.26
2025-03-31 $28 1 28.00
2024-12-31 $192 6 32.00
2024-03-31 $596 20 29.80
2023-12-31 $596 20 29.80

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Top funds holding Peapack-Gladstone Financial

BlackRock
Wellington Management Company
Dimensional Fund Advisors
Vanguard Group
Robeco Investment Management
Peapack Gladstone Financial Corp
Brown Advisory Holdings Incorporated
State Street Corporation
Geode Capital Management
Strategic Value Bank Partners
Philadelphia Trust Company
American Century Companies
Banc Funds Company
Salzhauer Michael
Hotchkis and Wiley Capital Management

View all funds holding Peapack-Gladstone Financial