Peapack-Gladstone Financial Corporation
US ˙ NasdaqGS ˙ US7046991078

SecurityPGC / Peapack-Gladstone Financial Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,078,477 shares
Ownership 6.10%
Dimensional Fund Advisors Lp ownership in PGC / Peapack-Gladstone Financial Corporation

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,078,477 shares of Peapack-Gladstone Financial Corporation (US:PGC). This represents 6.1 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 1,269,472 shares, indicating a decrease of -15.05 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G/A 1,269,472 1,078,477 -15.05 6.10 -14.08
2024-02-09 2024-02-09 13G/A 1,312,005 1,269,472 -3.24 7.10 -2.74
2023-02-10 2023-02-10 13G/A 1,211,871 1,312,005 8.26 7.30 12.31
2022-02-08 2022-02-08 13G/A 1,264,905 1,211,871 -4.19 6.50 -2.99
2021-02-16 2021-02-16 13G/A 1,264,905 1,264,905 0.00 6.70 0.00
2021-02-16 2021-02-16 13G/A 1,271,973 1,264,905 -0.56 6.70 0.30
2020-02-12 2020-02-12 13G/A 1,126,448 1,271,973 12.92 6.68 13.99
2019-02-08 2019-02-08 13G 1,126,448 5.86

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,035,091 14,582 1.43 36,445 28.23 0.0016
2026-02-12 2025-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,020,509 -43,739 -4.11 28,422 -3.24 0.0060
2025-11-12 2025-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,064,248 -14,229 -1.32 29,374 -3.59 0.0063
2025-08-12 2025-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,078,477 -18,212 -1.66 30,467 -2.18 0.0071
2025-05-13 2025-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,096,689 -20,644 -1.85 31,145 -13.03 0.0077
2025-02-13 2024-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,117,333 10,221 0.92 35,811 18.01 0.0086
2024-11-07 2024-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,107,112 -34,388 -3.01 30,345 17.38 0.0074
2024-08-09 2024-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,141,500 -106,298 -8.52 25,854 -14.84 0.0068
2024-05-10 2024-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,247,798 -21,674 -1.71 30,359 -19.80 0.0082
2024-02-07 2023-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,269,472 20,053 1.60 37,856 18.12 0.0111
2023-11-09 2023-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,249,419 -15,190 -1.20 32,047 -6.42 0.0105
2023-08-09 2023-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,264,609 -58,707 -4.44 34,246 -12.63 0.0109
2023-05-12 2023-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,323,316 11,311 0.86 39,196 81,558.33 0.0132
2023-02-09 2022-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,312,005 29,207 2.28 49 -99.89 0.0144
2022-11-10 2022-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,282,798 5,576 0.44 43,166 13.80 0.0166
2022-08-12 2022-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,277,222 52,157 4.26 37,933 -10.90 0.0136
2022-05-13 2022-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,225,065 13,194 1.09 42,572 -0.76 0.0131
2022-02-09 2021-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,211,871 -14,430 -1.18 42,900 4.86 0.0130
2021-11-12 2021-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,226,301 -191 -0.02 40,910 7.35 0.0132
2021-08-12 2021-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,226,492 -18,540 -1.49 38,108 -0.88 0.0121
2021-05-14 2021-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,245,032 -19,873 -1.57 38,447 33.55 0.0127
2021-03-08 2020-12-31 13F/A-2 PEAPACK-GLADSTONE FINL COM 704699107 1,264,905 -1,658 -0.13 28,789 50.03 0.0104
2021-02-11 2020-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,264,905 -1,658 28,789 10,397.0566
2020-11-12 2020-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,266,563 -31,042 -2.39 19,189 -21.05 0.0081
2020-08-13 2020-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,297,605 38,525 3.06 24,304 7.54 0.0107
2020-05-14 2020-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,259,080 -12,893 -1.01 22,599 -42.50 0.0118
2020-02-14 2019-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,271,973 20,789 1.66 39,304 12.07 0.0143
2019-11-12 2019-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,251,184 24,716 2.02 35,071 1.69 0.0136
2019-08-13 2019-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,226,468 35,280 2.96 34,488 10.42 0.0134
2019-08-12 2019-03-31 13F/A-2 PEAPACK-GLADSTONE FINL COM 704699107 1,191,188 64,740 5.75 31,233 10.11 0.0124
2019-05-10 2019-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,191,188 64,740 31,233
2019-02-26 2018-12-31 13F/A-1 PEAPACK-GLADSTONE FINL COM 704699107 1,126,448 83,659 8.02 28,364 -11.95 0.0128
2019-02-13 2018-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 1,126,448 83,659 28,364
2018-11-13 2018-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 1,042,789 83,194 8.67 32,212 -2.95 0.0123
2018-08-10 2018-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 959,595 124,523 14.91 33,192 19.04 0.0132
2018-05-11 2018-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 835,072 92,861 12.51 27,883 7.27 0.0116
2018-02-12 2017-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 742,211 58,018 8.48 25,993 12.60 0.0108
2017-11-13 2017-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 684,193 52,531 8.32 23,085 16.80 0.0101
2017-08-11 2017-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 631,662 34,679 5.81 19,765 11.89 0.0091
2017-05-12 2017-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 596,983 45,721 8.29 17,665 3.77 0.0084
2017-02-09 2016-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 551,262 43,491 8.57 17,023 49.60 0.0085
2016-11-10 2016-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 507,771 23,124 4.77 11,379 26.84 0.0062
2016-08-09 2016-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 484,647 17,823 3.82 8,971 13.72 0.0052
2016-05-13 2016-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 466,824 47,958 11.45 7,889 -8.66 0.0047
2016-02-10 2015-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 418,866 23,866 6.04 8,637 3.29 0.0054
2015-11-13 2015-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 395,000 16,399 4.33 8,362 -0.61 0.0055
2015-08-14 2015-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 378,601 8,339 2.25 8,413 5.19 0.0052
2015-05-14 2015-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 370,262 1,291 0.35 7,998 16.79 0.0051
2015-02-06 2014-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 368,971 11,302 3.16 6,848 9.41 0.0045
2014-11-13 2014-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 357,669 72 0.02 6,259 -17.48 0.0044
2014-08-08 2014-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 357,597 1,109 0.31 7,585 -3.29 0.0053
2014-05-14 2014-03-31 13F PEAPACK-GLADSTONE FINL COM 704699107 356,488 3,207 0.91 7,843 16.23 0.0059
2014-02-12 2013-12-31 13F PEAPACK-GLADSTONE FINL COM 704699107 353,281 77,103 27.92 6,748 31.72 0.0053
2013-11-13 2013-09-30 13F PEAPACK-GLADSTONE FINL COM 704699107 276,178 2,108 0.77 5,123 6.82 0.0044
2013-08-15 2013-06-30 13F PEAPACK-GLADSTONE FINL COM 704699107 274,070 274,070 4,796 0.0045
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.