TRANSCEND CAPITAL ADVISORS, LLC
Position in PGC — Peapack Gladstone Financial Corp
CIK 1776082
MADISON, NJ
Position in PGC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$329,319
+$41,378 QoQ
Shares Held
9,353
-9.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,993,267 across 14 Banks - Regional names. PGC ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,657 | $969,075 | |
| 2 | USB |
US Bancorp \De\
|
16,066 | $835,592 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,094 | $665,307 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,541 | $629,114 | |
| 5 | TFC |
Truist Financial Corp
|
8,951 | $411,477 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,603 | $390,343 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
This page
|
9,353 | $329,319 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
|
37,948 | $318,004 |
All Filings in PGC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||