Peapack-Gladstone Financial Ownership | Who Owns Peapack-Gladstone Financial?


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Peapack-Gladstone Financial Ownership Summary


Peapack-Gladstone Financial is owned by 75.31% institutional investors, 11.19% insiders, and 13.51% retail investors. Blackrock is the largest institutional shareholder, holding 9.72% of PGC shares. Laffer Tengler Equity Income Strategy is the top mutual fund, with 4.57% of its assets in Peapack-Gladstone Financial shares.

PGC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPeapack-Gladstone Financial75.31%11.19%13.51%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.72M9.72%$38.99M
Blackrock funding, inc. /de1.47M8.38%$51.81M
Dimensional fund advisors lp1.04M5.90%$36.45M
Vanguard group966.59K5.51%$26.92M
Philadelphia trust671.78K3.83%$23.65M
Wellington management group llp636.08K3.62%$22.40M
State street516.91K2.94%$18.20M
Boston partners496.27K2.83%$17.48M
Peapack gladstone financial494.25K2.81%$17.40M
Brown advisory456.27K2.60%$16.07M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Strategic value bank partners378.42K7.16%$13.32M
Salzhauer michael255.74K4.24%$9.00M
Oppenheimer & close124.94K2.77%$4.40M
Banc funds273.95K1.80%$9.65M
Philadelphia trust671.78K1.67%$23.65M
Summerhaven investment management24.89K0.54%$876.48K
Pl capital advisors45.50K0.48%$1.60M
Watershed asset management13.15K0.48%$463.15K
Basswood capital management195.52K0.32%$6.88M
Peapack gladstone financial494.25K0.22%$17.40M

Top Buyers

HolderShares% AssetsChange
Boston partners496.27K0.02%482.80K
Blackrock1.72M0.00%266.58K
Basswood capital management195.52K0.32%195.52K
Jpmorgan chase243.24K0.00%183.81K
Russell investments group240.14K0.01%131.35K

Top Sellers

HolderShares% AssetsChange
North reef capital management lp---398.70K
Synergy asset management---349.41K
Kennedy capital management---209.17K
Millennium management28.52K0.00%-114.79K
Blackrock funding, inc. /de1.47M0.00%-92.92K

New Positions

HolderShares% AssetsChangeValue
Basswood capital management195.52K0.32%195.52K$6.88M
Vanguard fiduciary trust108.16K0.00%108.16K$3.81M
Vanguard global advisers30.48K0.00%30.48K$1.07M
Panagora asset management25.39K0.00%25.39K$894.16K
Skopos labs25.37K0.03%25.37K$893.14K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Clearstead advisors-3.00
Innealta capital-7.00
Capital performance advisors llp-13.00
Bruce g. allen investments-19.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20261645.81%13,222,9153.48%751.42%812.53%538.16%
Dec 31, 202591-38.93%8,604,281-33.24%490.92%41-46.05%33-28.26%
Sep 30, 202589-34.56%7,773,502-38.54%440.86%40-37.50%29-42.00%
Jun 30, 20251431.42%13,148,819-1.19%741.30%68-8.11%5240.54%
Mar 31, 20251400.72%13,289,149-3.39%751.24%74-1.33%37-2.63%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Laffer Tengler Equity Income Strategy808.53K4.57%808.53K
Vanguard US Total Market Shares ETF503.61K2.86%-
Vanguard Total Stock Mkt Idx Inv492.01K2.78%-
iShares Russell 2000 ETF377.38K2.13%3.20K
Avantis US Small Cap Value ETF324.12K1.83%-
Brown Advisory Small-Cap Fdmtl Val Inv246.23K1.39%-937.00
DFA US Small Cap Value I235.25K1.33%2.89K
Kennedy Small Cap Value209.17K1.19%71.93K
Vanguard Institutional Extnd Mkt Idx Tr178.80K1.01%1.50K
Column Small Cap Select168.36K0.95%168.36K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 08, 2026Spinelli Anthony W.-Sell$89.26K
Mar 30, 2026KENNEDY DOUGLAS L President & CEOBuy$397.73K
Mar 31, 2026Cavallaro Frank A. SEVP & Chief Financial OfficerBuy$101.00K
Mar 30, 2026Campion Patrick-Buy$49.99K
Mar 27, 2025Campion Patrick-Sell$9.81K

Insider Transactions Trends


DateBuySell
2026 Q2-1
2026 Q131
2025 Q313
2025 Q135
2024 Q4-1

PGC Ownership FAQ


Who Owns Peapack-Gladstone Financial?

Peapack-Gladstone Financial shareholders are primarily institutional investors at 75.31%, followed by 11.19% insiders and 13.50% retail investors. The average institutional ownership in Peapack-Gladstone Financial's industry, Regional Banks Stocks, is 38.44%, which Peapack-Gladstone Financial exceeds.

Who owns the most shares of Peapack-Gladstone Financial?

Peapack-Gladstone Financial’s largest shareholders are Blackrock (1.72M shares, 9.72%), Blackrock funding, inc. /de (1.47M shares, 8.38%), and Dimensional fund advisors lp (1.04M shares, 5.90%). Together, they hold 24.00% of Peapack-Gladstone Financial’s total shares outstanding.

Does Blackrock own Peapack-Gladstone Financial?

Yes, BlackRock owns 9.72% of Peapack-Gladstone Financial, totaling 1.72M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 38.99M$. In the last quarter, BlackRock increased its holdings by 266.58K shares, a 18.32% change.

Who is Peapack-Gladstone Financial’s biggest shareholder by percentage of total assets invested?

Strategic value bank partners is Peapack-Gladstone Financial’s biggest shareholder by percentage of total assets invested, with 7.16% of its assets in 378.42K Peapack-Gladstone Financial shares, valued at 13.32M$.

Who is the top mutual fund holder of Peapack-Gladstone Financial shares?

Laffer Tengler Equity Income Strategy is the top mutual fund holder of Peapack-Gladstone Financial shares, with 4.57% of its total shares outstanding invested in 808.53K Peapack-Gladstone Financial shares.

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