13F-HR: Peapack Gladstone Discloses Q4 2025 Equity Holdings

Peapack Gladstone Financial Corp. has filed its quarterly Form 13F-HR, revealing its equity portfolio valued at $7.94 million across 1,352 positions as of December 31, 2025.

Summary

• Peapack Gladstone Financial Corp. filed its Form 13F-HR for the quarter ended December 31, 2025.
• The total market value of the institutional investment manager's holdings was $7,939,331.
• The report details 1,352 distinct equity security positions.
• No other managers were included in this report.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as a routine and neutral regulatory disclosure, providing factual information about past equity holdings without indicating positive or negative performance for the filing entity.

Positives

• Provides transparency into the institutional investment manager's equity portfolio.
• Offers insights into the manager's investment strategy and asset allocation across various public companies.
• The diverse number of holdings (1,352) suggests a broad and potentially diversified investment approach.

Negatives

• The report is a snapshot of holdings as of December 31, 2025, and does not reflect real-time changes or current market positions.
• Does not disclose short positions, cash, or other non-equity holdings, providing an incomplete picture of the overall portfolio.
• Does not provide performance metrics or rationale behind investment decisions.

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete; readers should not assume accuracy or completeness.
• The disclosed holdings are historical and may not reflect the current investment strategy or portfolio composition of Peapack Gladstone Financial Corp.

Future Outlook

This filing is a historical disclosure of equity holdings and does not contain forward-looking statements or guidance regarding future investment strategies or market expectations.

Management Comments

• Amanda Pullizzi, VP, represented that the person signing the report is authorized to submit it, and that all information contained herein is true, correct, and complete.
• It is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

StockSavvy.ai notes that Form 13F filings are a standard regulatory requirement for institutional investment managers, offering a quarterly glimpse into their public equity allocations. This transparency is crucial for market participants to understand the investment trends and portfolio compositions of significant financial entities, though it represents a backward-looking view.

Comparison to Industry Standards

• This 13F-HR filing adheres to the standard regulatory format and disclosure requirements for institutional investment managers in the U.S. There are no specific comparable companies, projects, or results mentioned within the filing itself to assess against global benchmarks, as it is a disclosure of holdings rather than a performance report.

Stakeholder Impact

• Shareholders: Provides transparency into the investment manager's public equity portfolio, aiding in due diligence and understanding investment strategy.
• Investment Professionals: Offers data for market analysis, peer comparison, and tracking institutional investment trends.
• Regulatory Authorities: Fulfills mandated disclosure requirements, ensuring market transparency and oversight.

Next Steps

• The filing does not specify any future actions, events, or milestones for the institutional investment manager beyond the routine quarterly reporting cycle.

Key Dates

Keywords

Institutional Holdings, 13F-HR, Equity Portfolio, Investment Management, PEAPACK GLADSTONE FINANCIAL CORP, SEC Filing, Public Equities, Asset Disclosure