Peapack Gladstone Financial Corp (PGC) Institutional Ownership

Ownership Summary

Recent 13F filings as of December 2025 show that 9 institutional investors hold a position in Peapack Gladstone Financial Corp (NASDAQ:PGC).

• The collective stake of institutional investors in Peapack Gladstone Financial moved to 0.5% in December 2025, a shift down from the 72.1% reported for September 2025.
• In percentage terms, this reflects as a holdings change of 26.27% quarter on quarter, and a decrease of 93.48% year over year.
• A review of institutional activity for Peapack Gladstone Financial shows 6 of 9 filers increasing their positions, while 1 reduced their stake, and 2 remained unchanged.
• The total number of shares held by institutions in Peapack Gladstone Financial increased to 80.88K as of December 2025, a net change of up by 16.82K shares quarter on quarter, and down 13.67Mn shares year over year.
• As of December 31, 2025, CACTI ASSET MANAGEMENT LLC held Peapack Gladstone Financial's largest shareholding position with over 55.00K shares, representing 0.31% of total outstanding shares.
• Among the most significant buyers of Peapack Gladstone Financial during December 2025 were Assenagon Asset Management S.A. (11.86K), SG Americas Securities, LLC (4.25K), NISA INVESTMENT ADVISORS, LLC (267), Versant Capital Management, Inc (219), SIGNATUREFD, LLC (194).
• Leading sellers of Peapack Gladstone Financial stock in December 2025 included True Wealth Design, LLC (14).
• The top 9 institutional holders of Peapack Gladstone Financial for the quarter ending December 2025 included CACTI ASSET MANAGEMENT LLC (55.00K), Assenagon Asset Management S.A. (11.86K), SG Americas Securities, LLC (9.45K), NISA INVESTMENT ADVISORS, LLC (2.45K), Spire Wealth Management (821), Versant Capital Management, Inc (809), GAMMA Investing LLC (229), SIGNATUREFD, LLC (194), True Wealth Design, LLC (61).