13F-HR: Peapack Gladstone Financial Corp's Q3 2024 13F Filing Reveals Extensive Equity Portfolio

Peapack Gladstone Financial Corp's latest 13F filing discloses a diverse portfolio of 1,197 holdings valued at approximately $6.9 billion as of September 30, 2024.

Summary

• Peapack Gladstone Financial Corp filed its 13F holdings report for the quarter ended September 30, 2024.
• The report details 1,197 holdings with a total value of $6,935,888, rounded to the nearest dollar.
• The filing indicates that Peapack Gladstone Financial Corp is the sole reporting manager for these holdings.
• The report includes a detailed list of equity holdings, specifying the number of shares, their value, and the voting authority for each position.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, so the sentiment is neutral. The large portfolio size and diversification are positive indicators, but the lack of performance data limits the overall sentiment.

Positives

• The filing provides a comprehensive overview of Peapack Gladstone Financial Corp's equity holdings.
• The detailed information allows for a thorough analysis of the firm's investment strategy.
• The large number of holdings suggests a well-diversified portfolio.

Risks

• The document is a snapshot of holdings at a specific date and does not reflect subsequent changes.
• Market fluctuations can significantly impact the value of the holdings.
• The document does not provide insight into the performance of the holdings.

Industry Context

13F filings are a standard requirement for institutional investment managers, providing transparency into their holdings. This filing is consistent with regulatory requirements and industry practice.

Comparison to Industry Standards

• The filing is consistent with the format and content of other 13F filings from institutional investment managers.
• The number of holdings and total value are within the range of other similar sized financial institutions.
• The level of detail provided is standard for this type of report, including share counts, values, and voting authority.

Stakeholder Impact

• The filing provides transparency to shareholders and other stakeholders regarding the firm's investment positions.
• The information can be used by analysts and investors to assess the firm's investment strategy and risk profile.

Key Dates

Keywords

13F, holdings, equity, portfolio, investment, financial, manager, shares, voting authority, Peapack Gladstone Financial Corp