SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: PEAPACK GLADSTONE FINANCIAL CORP
Address: 500 Hills Drive, Bedminster, NJ 07921
Reporting Period: Quarter ended June 30, 2026
Filing Date: August 14, 2026
Signatory: Amanda Pullizzi, VP
This filing is a Form 13F Holdings Report, disclosing the equity securities held by the institutional investment manager. It does not contain the company's own financial performance data (e.g., revenue, profit) but rather its investment portfolio.
Key Financial Metrics
The filing provides aggregate portfolio statistics rather than operational financial metrics.
| Metric | Value |
|---|---|
| Total Number of Holdings (Entries) | 1,390 |
| Total Value of Reported Holdings | $8,698,596 |
| Number of Other Included Managers | 0 |
Note: Revenue, profit, cash flow, margins, debt, and liquidity metrics for Peapack Gladstone Financial Corp are not reported in this document as it is a disclosure of external holdings, not an operational earnings report.
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2026) to determine material changes in holdings or total value. The document lists the current state of the portfolio as of the reporting date.
Guidance, Outlook, and Risks
Management Commentary: None provided in this filing format.
Guidance/Outlook: Not applicable for a Form 13F.
Risks/Contingencies: The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness. No specific investment risks or contingencies are detailed in the cover page text.
Key Facts for Investor Verification
- Portfolio Size: Verify the total reported value of approximately $8.7 million against the firm's known assets under management.
- Holdings Count: Confirm the diversification level represented by 1,390 distinct security entries.
- Reporting Scope: Note that this report covers 100% of the manager's holdings (no other included managers).
- Document Type: Ensure this 13F is not confused with a 10-Q or 10-K, as it contains no operational financial results for Peapack Gladstone Financial Corp itself.