PEAPACK GLADSTONE FINANCIAL CORP

Q1 2026 13F-HR Holdings

Location
Bedminster, NJ
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
651
Total value ($000)
$7,817,433
Net value change ($000)
-121,898 (-1.5%)
New positions
35
Sold out positions
31
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 35,463 41.6%
AMAT 17,883 29.5%
CVX 17,468 33.3%
FBND 14,741 28.4%
AZN 14,251 NEW
JNJ 13,094 14.7%
COST 10,017 14.4%
XLE 8,337 35.9%
DFIV 8,218 39.3%
CAT 8,151 21.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -50,256 -21.6%
AAPL -33,781 -9.0%
GOOGL -29,240 -11.5%
JPM -16,760 -9.2%
QQQ -15,963 -7.8%
ORCL -15,136 -27.5%
GOOGL -15,060 -10.0%
LLY -13,710 -16.2%
AZN -13,116 -100.0%
V -12,127 -14.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type