PGC Peapack-Gladstone Financial Corporation
Peapack-Gladstone Financial Corporation (PGC) Institutional Ownership
What the institutions did with PGC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 25.2% |
| PHILADELPHIA TRUST CO | 589.0K | 14.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 510.7K | 12.3% |
| STRATEGIC VALUE BANK PARTNERS LLC | 378.4K | 9.1% |
| ACADIAN ASSET MANAGEMENT LLC | 307.2K | 7.4% |
| SALZHAUER MICHAEL | 201.3K | 4.8% |
| FMR LLC | 181.4K | 4.4% |
| Russell Investments Group, Ltd. | 180.4K | 4.3% |
| Oppenheimer & Close, LLC | 124.9K | 3.0% |
| Nuveen, LLC | 73.7K | 1.8% |
| PL Capital Advisors, LLC | 65.5K | 1.6% |
| Creative Planning | 53.0K | 1.3% |
| CACTI ASSET MANAGEMENT LLC | 50.0K | 1.2% |
| Bank of New York Mellon Corp | 48.5K | 1.2% |
| Sigma Planning Corp | 35.0K | 0.8% |
| LPL Financial LLC | 31.8K | 0.8% |
| IFP Advisors, Inc | 26.5K | 0.6% |
| State of New Jersey Common Pension Fund D | 26.0K | 0.6% |
| Ellsworth Advisors, LLC | 24.5K | 0.6% |
| STRS OHIO | 19.7K | 0.5% |
| R Squared Ltd | 18.5K | 0.4% |
| CITIGROUP INC | 17.6K | 0.4% |
| OP Asset Management Ltd | 17.5K | 0.4% |
| Inspire Investing, LLC | 14.8K | 0.4% |
| DEUTSCHE BANK AG\ | 14.4K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Increased | 75.7K | 181.4K | +105.7K |
| Russell Investments Group, Ltd. | Reduced | 232.7K | 180.4K | -52.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 464.1K | 510.7K | +46.6K |
| Sigma Planning Corp | Increased | 5.0K | 35.0K | +30.0K |
| PHILADELPHIA TRUST CO | Reduced | 616.4K | 589.0K | -27.5K |
| SummerHaven Investment Management, LLC | Sold Out | 24.9K | 0 | -24.9K |
| PL Capital Advisors, LLC | Increased | 45.5K | 65.5K | +20.0K |
| State of New Jersey Common Pension Fund D | Reduced | 43.6K | 26.0K | -17.7K |
| SALZHAUER MICHAEL | Reduced | 216.6K | 201.3K | -15.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.0M | 1.1M | +15.0K |
| Inspire Investing, LLC | New | 0 | 14.8K | +14.8K |
| Nuveen, LLC | Increased | 59.2K | 73.7K | +14.4K |
| OP Asset Management Ltd | Increased | 3.3K | 17.5K | +14.2K |
| PINNACLE ASSOCIATES LTD | Sold Out | 10.1K | 0 | -10.1K |
| R Squared Ltd | Increased | 9.0K | 18.5K | +9.5K |
| Squarepoint Ops LLC | New | 0 | 9.3K | +9.3K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 9.0K | 0 | -9.0K |
| BAILARD, INC. | New | 0 | 7.3K | +7.3K |
| Creative Planning | Increased | 48.0K | 53.0K | +5.0K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 4.9K | 0 | -4.9K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 302.3K | 307.2K | +4.9K |
| STRS OHIO | Increased | 16.6K | 19.7K | +3.1K |
| CACTI ASSET MANAGEMENT LLC | Reduced | 53.0K | 50.0K | -3.0K |
| AlphaCore Capital LLC | Reduced | 12.5K | 9.6K | -2.9K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 2.7K | 1.1K | -1.6K |
| DEUTSCHE BANK AG\ | Reduced | 15.9K | 14.4K | -1.5K |
| Fortitude Family Office, LLC | New | 0 | 1.1K | +1.1K |
| LPL Financial LLC | Reduced | 32.9K | 31.8K | -1.0K |
| BARCLAYS PLC | Increased | 9.4K | 10.4K | +986 |
| CITIGROUP INC | Increased | 16.7K | 17.6K | +962 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 5.5K | 6.0K | +483 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 7.9K | 8.4K | +456 |
| Farther Finance Advisors, LLC | Increased | 179 | 612 | +433 |
| Aaron Wealth Advisors LLC | Increased | 5.7K | 6.1K | +375 |
| Sterling Capital Management LLC | Increased | 202 | 411 | +209 |
| SIMPLEX TRADING, LLC | Sold Out | 166 | 0 | -166 |
| SJS Investment Consulting Inc. | Increased | 2 | 167 | +165 |
| Bank of New York Mellon Corp | Increased | 48.4K | 48.5K | +101 |
| Parallel Advisors, LLC | Increased | 1.6K | 1.7K | +82 |
| Larson Financial Group LLC | Increased | 446 | 513 | +67 |
| Root Financial Partners, LLC | New | 0 | 43 | +43 |
| Merit Financial Group, LLC | Reduced | 6.4K | 6.4K | -40 |
| BESSEMER GROUP INC | Reduced | 56 | 28 | -28 |
| Ellsworth Advisors, LLC | Increased | 24.5K | 24.5K | +26 |
| Silver Grove Financial Group, Inc. | Increased | 15 | 36 | +21 |
| Clearstead Advisors, LLC | Reduced | 15 | 2 | -13 |
| GAMMA Investing LLC | Increased | 241 | 251 | +10 |
| Covestor Ltd | New | 0 | 7 | +7 |
| PNC Financial Services Group, Inc. | Increased | 500 | 507 | +7 |
| Caitong International Asset Management Co., Ltd | New | 0 | 6 | +6 |
| Provenance Wealth Advisors, LLC | New | 0 | 3 | +3 |
| EverSource Wealth Advisors, LLC | Increased | 261 | 262 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.