TRANSCEND CAPITAL ADVISORS, LLC
Position in PGC — Peapack Gladstone Financial Corp
CIK 1776082
MADISON, NJ
Position in PGC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$443,245
+$113,926 QoQ
Shares Held
9,365
+0.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#90
of 173 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,104,880 across 21 Banks - Regional names. PGC ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,065 | $1,493,324 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,275 | $1,070,319 | |
| 3 | USB |
US Bancorp \De\
|
16,048 | $969,299 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,460 | $758,740 | |
| 5 | PB |
Prosperity Bancshares Inc
|
7,043 | $514,350 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,863 | $453,941 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
This page
|
9,365 | $443,245 | |
| 8 | TFC |
Truist Financial Corp
|
8,520 | $424,466 |
All Filings in PGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,245 | 9,365 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $329,319 | 9,353 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $287,941 | 10,339 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $285,522 | 10,345 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $291,879 | 10,332 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $293,343 | 10,329 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $331,044 | 10,329 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $310,527 | 11,329 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $256,601 | 11,329 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $275,634 | 11,329 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $337,830 | 11,329 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $290,588 | 11,329 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $306,789 | 11,329 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $335,564 | 11,329 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $421,665 | 11,329 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $414,870 | 12,329 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $366,171 | 12,329 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $428,432 | 12,329 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $467,952 | 13,219 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $440,985 | 13,219 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $410,714 | 13,219 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $439,082 | 14,219 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $441,339 | 19,391 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $293,773 | 19,391 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $363,193 | 19,391 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $348,068 | 19,391 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||