Creative Planning

Position in PGC — Peapack Gladstone Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in PGC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$967,007

+$294,541 QoQ

Shares Held

27,464

+13.7% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $684,464,748 across 195 Banks - Regional names. PGC ranks #131 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$967,007	27,464	+13.7%	Shares	Sole	2026-05-12
2025-12-31	$672,466	24,146	-12.5%	Shares	Sole	2026-02-17
2025-09-30	$761,234	27,581	+4.9%	Shares	Sole	2025-11-14
2025-06-30	$742,494	26,283	-0.4%	Shares	Defined	2025-08-08
2025-03-31	$749,476	26,390	-4.5%	Shares	Sole	2025-05-15
2024-12-31	$885,252	27,621	+18.1%	Shares	Defined	2025-02-14
2024-09-30	$641,311	23,397	+34.7%	Shares	Defined	2024-10-11
2024-06-30	$393,314	17,365	+49.7%	Shares	Defined	2024-08-15
2024-03-31	$282,130	11,596	+44.8%	Shares	Sole	2024-05-13
2023-12-31	$238,887	8,011	-34.0%	Shares	Defined	2024-02-14
2023-09-30	$311,133	12,130	+27.5%	Shares	Defined	2023-11-16
2023-06-30	$257,693	9,516	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.