PGFC
SHEL icon

Peapack-Gladstone Financial Corp’s Shell SHEL Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.42M Buy
57,072
+151
+0.3% +$13K 0.05% 257
2026
Q1 		$5.29M Buy
56,921
+257
+0.5% +$20.8K 0.07% 230
2025
Q4 		$4.16M Sell
56,664
-3,207
-5% -$236K 0.05% 257
2025
Q3 		$4.28M Buy
59,871
+531
+0.9% +$38.2K 0.06% 254
2025
Q2 		$4.18M Sell
59,340
-4,122
-6% -$276K 0.06% 242
2025
Q1 		$4.65M Sell
63,462
-3,327
-5% -$224K 0.07% 230
2024
Q4 		$4.18M Sell
66,789
-858
-1% -$56.2K 0.06% 240
2024
Q3 		$4.46M Buy
67,647
+1,152
+2% +$81.6K 0.06% 238
2024
Q2 		$4.8M Sell
66,495
-1,360
-2% -$97.2K 0.07% 222
2024
Q1 		$4.55M Sell
67,855
-338
-0.5% -$21.7K 0.07% 221
2023
Q4 		$4.49M Sell
68,193
-948
-1% -$62.2K 0.08% 217
2023
Q3 		$4.45M Sell
69,141
-2,290
-3% -$143K 0.08% 210
2023
Q2 		$4.31M Buy
71,431
+444
+0.6% +$26.6K 0.08% 219
2023
Q1 		$4.09M Sell
70,987
-3,838
-5% -$226K 0.08% 229
2022
Q4 		$4.26M Sell
74,825
-3,503
-4% -$193K 0.08% 220
2022
Q3 		$3.9M Buy
78,328
+8,539
+12% +$440K 0.08% 221
2022
Q2 		$3.65M Sell
69,789
-1,886
-3% -$106K 0.08% 203
2022
Q1 		$3.94M Buy
+71,675
New +$3.81M 0.08% 212

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SHEL Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Shell (SHEL) stake by 0.27% in Q2 2026, buying an estimated $13K and bringing the position to 57,072 shares worth $4.42M. The position accounts for 0.05% of the portfolio, ranked #257.

Peapack-Gladstone Financial Corp first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.29M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 57,072 shares of Shell worth $4.42M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 151 Shell shares in Q2 2026, an estimated $13K.
  • Shell made up 0.05% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #257 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Peapack-Gladstone Financial Corp's Shell position peaked at $5.29M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.