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Kennedy Capital Management’s Peapack-Gladstone Financial PGC Stock Holding History

Kennedy Capital Management’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-209,169
Closed -$5.94M – 656
2025
Q1 		$5.94M Buy
209,169
+70,114
+50% +$2.2M 0.14% 249
2024
Q4 		$4.46M Sell
139,055
-987
-0.7% -$32.7K 0.1% 348
2024
Q3 		$3.84M Sell
140,042
-167,966
-55% -$4.41M 0.08% 369
2024
Q2 		$6.98M Buy
308,008
+46,730
+18% +$1.06M 0.15% 229
2024
Q1 		$6.36M Sell
261,278
-34,154
-12% -$873K 0.13% 266
2023
Q4 		$8.81M Sell
295,432
-3,592
-1% -$93.5K 0.19% 198
2023
Q3 		$7.67M Buy
299,024
+71,252
+31% +$1.97M 0.19% 199
2023
Q2 		$6.17M Buy
227,772
+17,965
+9% +$491K 0.14% 253
2023
Q1 		$6.21M Buy
209,807
+27,509
+15% +$974K 0.18% 211
2022
Q4 		$6.79M Sell
182,298
-1,261
-0.7% -$48.1K 0.19% 182
2022
Q3 		$6.18M Sell
183,559
-1,330
-0.7% -$43.7K 0.18% 197
2022
Q2 		$5.49M Sell
184,889
-43,265
-19% -$1.38M 0.15% 247
2022
Q1 		$7.93M Sell
228,154
-41,832
-15% -$1.54M 0.19% 196
2021
Q4 		$9.56M Buy
269,986
+135,263
+100% +$4.64M 0.2% 179
2021
Q3 		$4.49M Sell
134,723
-12,157
-8% -$391K 0.1% 360
2021
Q2 		$4.56M Sell
146,880
-16,569
-10% -$534K 0.1% 372
2021
Q1 		$5.05M Sell
163,449
-1,076
-0.7% -$29.5K 0.1% 368
2020
Q4 		$3.75M Buy
+164,525
New +$3.26M 0.08% 407

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management's PGC Position: Q2 2025 in Review

Kennedy Capital Management sold out of Peapack-Gladstone Financial (PGC) in Q2 2025, closing a stake of 209,169 shares — an estimated $5.94M sold.

Kennedy Capital Management first reported a position in PGC in Q4 2020 and held it in 18 quarters. The position peaked at $9.56M in Q4 2021. 146 funds tracked by Wall St. Rank hold PGC as of Q2 2025.

  • Kennedy Capital Management reported no remaining Peapack-Gladstone Financial position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 209,169 Peapack-Gladstone Financial shares in Q2 2025, an estimated $5.94M.
  • Kennedy Capital Management first reported a position in Peapack-Gladstone Financial in Q4 2020 and held it in 18 quarters.
  • Kennedy Capital Management's Peapack-Gladstone Financial position peaked at $9.56M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.