As of the latest SEC filings, PEAPACK GLADSTONE FINANCIAL CORP (PGC) is held by 189 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $17,323,707.31 in market value, representing a significant portion of its portfolio.
Funds holding PEAPACK GLADSTONE FINANCIAL CORP (PGC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PGC
- CIK:
- 0001050743
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,323,707.31 | 492,011 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,830,875.31 | 392,811 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.04% | $10,077,911.27 | 300,923 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $9,966,351.25 | 238,715 | Apr 30, 2026 | Jun 24, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 0.81% | $8,702,820.49 | 247,169 | Mar 31, 2026 | May 27, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,569,070.25 | 157,343 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,236,747.30 | 177,130 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.12% | $4,602,615.99 | 130,719 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $4,561,563.25 | 109,259 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,224,766.00 | 101,192 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $3,644,357.50 | 87,290 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,611,876.00 | 86,512 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.07% | $3,412,162.14 | 101,886 | Feb 27, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,233,454.00 | 77,448 | Apr 30, 2026 | Jun 24, 2026 |
|
CFSSX
Column Small Cap Select Fund
|
MF | Independent / Boutique | 0.17% | $2,945,914.36 | 87,964 | Feb 28, 2026 | Apr 23, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,914,895.06 | 82,786 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,785,497.26 | 83,174 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,662,053.12 | 79,488 | Feb 28, 2026 | Apr 28, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.23% | $2,657,862.06 | 75,486 | Mar 31, 2026 | May 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.13% | $2,656,418.45 | 75,445 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,596,479.70 | 77,530 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,440,579.75 | 58,457 | Apr 30, 2026 | Jun 29, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.25% | $2,059,785.00 | 58,500 | Mar 31, 2026 | Jun 1, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.21% | $2,051,929.00 | 49,148 | Apr 30, 2026 | Jun 22, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.11% | $2,008,759.50 | 48,114 | Apr 30, 2026 | Jun 23, 2026 |
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