PEAPACK GLADSTONE FINANCIAL CORP
All 13F Filings
- Location
- Bedminster, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,939,331
- Description
- Bedminster New Jersey based relationship driven wealth allocation platform with a corporation based operating model and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through valuation anchored sizing and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 647 | 7,939,331 | 13F-HR | PEAPACK GLADSTONE FINANCIAL CORP |
| Q3 2025 | 11/14/2025 | 676 | 7,677,910 | 13F-HR | PEAPACK GLADSTONE FINANCIAL CORP |
| Q2 2025 | 8/14/2025 | 673 | 7,067,341 | 13F-HR | PEAPACK GLADSTONE FINANCIAL CORP |
| Q1 2014 | 5/6/2014 | 290 | 1,267,325 | 13F-HR | PEAPACK GLADSTONE FINANCIAL CORP |
| Q4 2013 | 2/13/2014 | 281 | 1,242,532 | 13F-HR | PEAPACK GLADSTONE FINANCIAL CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.634 M | 83.6% | 194.1 K | 0 | 194.1 K |
| ETFs | 1.205 M | 15.2% | 66.82 K | 0 | 66.82 K |
| Debt | 98.14 K | 1.2% | 865 | 0 | 865 |
| Other | 3.028 K | 0.0% | 0 | 375 | -375 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
7,939,331
Holdings
647
QoQ value change ($000)
261,421
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.