Elk River Wealth Management LLC

Position in PGC — Peapack Gladstone Financial Corp

CIK 1844107 DENVER, CO

Position in PGC

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$454,209

+$94,944 QoQ

Shares Held

12,900

0.0% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Elk River Wealth Management LLC holds $7,862,343 across 4 Banks - Regional names. PGC ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	31,196	$6,491,575
2	BOKF	Bok Financial Corp	5,056	$647,471
3	PGC	Peapack Gladstone Financial Corp This page	12,900	$454,209
4	CFR	Cullen/Frost Bankers, Inc.	1,963	$269,088

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$454,209	12,900	0.0%	Shares	Sole	2026-04-17
2025-12-31	$359,265	12,900	0.0%	Shares	Sole	2026-02-06
2025-09-30	$356,040	12,900	0.0%	Shares	Sole	2025-10-23
2025-06-30	$364,425	12,900	-7.2%	Shares	Sole	2025-07-11
2025-03-31	$394,760	13,900	0.0%	Shares	Sole	2025-04-11
2024-12-31	$445,495	13,900	-10.3%	Shares	Sole	2025-02-03
2024-09-30	$424,855	15,500	0.0%	Shares	Sole	2024-10-11
2024-06-30	$351,075	15,500	-12.2%	Shares	Sole	2024-07-31
2024-03-31	$429,424	17,650	-3.6%	Shares	Sole	2024-04-15
2023-12-31	$545,706	18,300	0.0%	Shares	Sole	2024-01-18
2023-09-30	$469,395	18,300	0.0%	Shares	Sole	2023-10-10
2023-06-30	$495,564	18,300	0.0%	Shares	Sole	2023-07-17
2023-03-31	$542,046	18,300	-1.6%	Shares	Sole	2023-04-12
2022-12-31	$692,292	18,600	-2.1%	Shares	Sole	2023-01-20
2022-09-30	$639,350	19,000	0.0%	Shares	Sole	2022-10-17
2022-06-30	$564,300	19,000	0.0%	Shares	Sole	2022-07-12
2022-03-31	$660,250	19,000	0.0%	Shares	Sole	2022-04-18
2021-12-31	$672,600	19,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$633,840	19,000	-67.1%	Shares	Sole	2021-11-15
2021-06-30	$1,795,038	57,774	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,784,061	57,774	-42.6%	Shares	Sole	2021-04-27
2020-12-31	$2,290,088	100,619	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.