13F-HR: Peapack-Gladstone Financial Q1 2026 13F Holdings Report

Peapack-Gladstone Financial Corp discloses its institutional investment portfolio as of March 31, 2026.

Summary

• The filing represents a standard 13F quarterly report for the period ending March 31, 2026.
• The reporting manager, Peapack-Gladstone Financial Corp, lists 1,357 total holdings entries.
• The total value of the reported holdings is approximately $7.82 billion.
• The portfolio consists of a diverse range of equity securities, ETFs, and fixed-income related instruments.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, mandatory regulatory filing that provides transparency into existing holdings without signaling specific strategic shifts.

Positives

• The portfolio demonstrates high diversification across multiple sectors including technology, healthcare, and financial services.
• Significant positions are held in major blue-chip companies such as Microsoft, Apple, and Alphabet, indicating a focus on large-cap stability.
• The inclusion of various Vanguard and iShares ETFs suggests a balanced approach to market exposure.

Negatives

• The filing does not provide performance metrics or specific investment rationale for the holdings.
• The report is a snapshot of holdings as of a specific date and does not reflect subsequent trading activity.

Risks

• Market volatility affecting the valuation of the $7.82 billion portfolio.
• Concentration risk in technology and financial sector holdings.
• Exposure to interest rate fluctuations through significant holdings in bond-related ETFs.

Future Outlook

The filing does not contain forward-looking statements or management guidance regarding future investment strategy.

Industry Context

StockSavvy.ai notes that this filing is a routine regulatory disclosure required of institutional investment managers. It reflects the broader industry trend of institutional managers utilizing a mix of direct equity holdings and passive ETF vehicles to manage risk and maintain market beta.

Comparison to Industry Standards

• The portfolio structure is consistent with standard institutional asset allocation strategies for a financial institution of this size.
• The use of major index ETFs (e.g., Vanguard, iShares) aligns with industry benchmarks for diversified institutional portfolios.

Stakeholder Impact

• Provides transparency to shareholders and regulators regarding the institution's investment exposure.

Next Steps

• The next 13F filing is expected for the quarter ending June 30, 2026.

Key Dates

Keywords

13F, Peapack-Gladstone Financial, Institutional Holdings, Investment Portfolio, SEC Filing