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


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Peapack-Gladstone Financial Ownership Summary


Peapack-Gladstone Financial is owned by 78.54% institutional investors, 11.25% insiders, and 10.21% 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 Financial78.54%11.25%10.21%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.72M9.72%$38.99M
Blackrock funding, inc. /de1.60M9.08%$75.60M
Dimensional fund advisors lp1.04M5.89%$49.01M
Vanguard group966.59K5.51%$26.92M
Vanguard capital management705.68K4.01%$33.40M
Wellington management group llp674.88K3.84%$31.94M
Philadelphia trust616.42K3.51%$29.18M
State street569.37K3.24%$26.95M
Boston partners467.56K2.66%$22.13M
Geode capital management464.05K2.64%$21.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Strategic value bank partners378.42K12.54%$17.91M
Oppenheimer & close124.94K3.73%$5.91M
Salzhauer michael216.63K3.51%$10.25M
Banc funds273.95K2.14%$12.97M
Philadelphia trust616.42K1.87%$29.18M
Summerhaven investment management24.89K0.63%$1.18M
Pl capital advisors45.50K0.60%$2.15M
Basswood capital management291.11K0.55%$13.78M
R squared9.00K0.22%$425.83K
Algert global356.30K0.20%$16.86M

Top Buyers

HolderShares% AssetsChange
Blackrock1.72M0.00%266.58K
Adage capital partners gp259.22K0.02%220.12K
Sixth street partners management company132.78K0.00%132.78K
Acadian asset management302.35K0.02%129.40K
Blackrock funding, inc. /de1.60M0.00%125.92K

Top Sellers

HolderShares% AssetsChange
North reef capital management lp---398.70K
Synergy asset management---349.41K
Kennedy capital management---209.17K
Peapack gladstone financial348.09K0.19%-146.17K
Elizabeth park capital advisors---76.98K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company132.78K0.00%132.78K$6.28M
Skopos labs25.37K0.03%25.37K$893.14K
State of wisconsin investment board13.03K0.00%13.03K$616.76K
Alphacore capital12.47K0.01%12.47K$590.35K
Delta financial group11.03K0.08%11.03K$353.00K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Innealta capital-7.00
Capital performance advisors llp-13.00
Bruce g. allen investments-19.00
Jones financial companies lllp-20.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261754.79%13,812,4904.40%781.38%907.14%50-5.66%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Laffer Tengler Equity Income Strategy808.53K4.57%808.53K
Vanguard MStar Total Stk Mkt Idx Invest513.82K2.90%7.71K
Vanguard US Total Market Shares ETF503.61K2.86%-
Vanguard Morn Total Stk Mkt Idx Investor506.11K2.86%14.10K
Vanguard Total Stock Mkt Idx Inv506.11K2.86%14.10K
iShares Russell 2000 ETF422.04K2.38%-7.49K
Avantis US Small Cap Value ETF382.87K2.16%-
Brown Advisory Small-Cap Fdmtl Val Inv242.88K1.37%-
DFA US Small Cap Value I238.72K1.35%-
Kennedy Small Cap Value209.17K1.19%71.93K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 02, 2026Smith Gregory Martin SEVP, President Comml BankingSell$55.83K
Jun 29, 2026BABCOCK JOHN P SEVP & Pres of Priv Wealth MgtSell$235.53K
Jun 29, 2026Chalkan Lisa EVP, Chief Credit OfficerSell$52.36K
Jun 11, 2026ROSSI FRANCESCO S SVP/Chief Accounting OfficerSell$24.90K
Jun 11, 2026ROSSI FRANCESCO S SVP/Chief Accounting OfficerSell$88.16K

Insider Transactions Trends


DateBuySell
2026 Q3-1
2026 Q2-5
2026 Q131
2025 Q313
2025 Q135

PGC Ownership FAQ


Who Owns Peapack-Gladstone Financial?

Peapack-Gladstone Financial shareholders are primarily institutional investors at 78.54%, followed by 11.25% insiders and 10.21% retail investors. The average institutional ownership in Peapack-Gladstone Financial's industry, Regional Banks Stocks, is 56.79%, 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 (1.6M shares, 9.08%), and Dimensional fund advisors lp (1.04M shares, 5.89%). Together, they hold 24.69% 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 12.54% of its assets in 378.42K Peapack-Gladstone Financial shares, valued at 17.91M$.

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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