SEC 13F Intelligence

Peapack Gladstone Financial Corp / MS

Peapack Gladstone Financial Corp’s Morgan Stanley Position

Does Peapack Gladstone Financial Corp own Morgan Stanley (MS)? Yes207.8K shares worth $34M (+0.44% of its 13F portfolio) as of Q1 2026, up from 206.5K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
207.8K
% of Portfolio
+0.44%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $10MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $16MQ4 ’21: $16MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $16MQ2 ’24: $17MQ3 ’24: $18MQ4 ’24: $21MQ4 ’24Q1 ’25: $23MQ2 ’25: $28MQ3 ’25: $35MQ4 ’25: $37MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026207.8K$34M+0.44%
Q4 2025206.5K$37M+0.46%
Q3 2025222.2K$35M+0.46%
Q2 2025197.9K$28M+0.39%
Q1 2025196.5K$23M+0.34%
Q4 2024170.7K$21M+0.31%
Q3 2024173.4K$18M+0.26%
Q2 2024175.2K$17M+0.26%
Q1 2024174.0K$16M+0.26%
Q4 2023152.9K$14M+0.24%
Q3 2023149.4K$12M+0.23%
Q2 2023142.1K$12M+0.22%
Q1 2023133.1K$12M+0.22%
Q4 2022133.1K$11M+0.22%
Q3 2022144.9K$11M+0.23%
Q2 2022146.9K$11M+0.26%
Q1 2022162.8K$14M+0.28%
Q4 2021163.8K$16M+0.30%
Q3 2021159.3K$16M+0.32%
Q2 2021158.1K$14M+0.35%
Q1 2021157.4K$12M+0.32%
Q4 2020140.0K$10M+0.29%
Q3 2020140.8K$7M+0.25%
Q2 2020140.6K$7M+0.27%
Q1 2020139.8K$5M+0.22%
Q4 2019140.3K$7M+0.29%
Q3 2019140.2K$6M+0.26%
Q2 2019143.6K$6M+0.27%
Q1 2019147.1K$6M+0.28%
Q4 2018149.3K$6M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peapack Gladstone Financial Corp’s full portfolio or all institutional holders of MS.