Simplex Trading’s Peapack-Gladstone Financial PGC Stock Holding History

Simplex Trading’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
2026 Q1	$106K	Sell	3,000 -4,800	-62%	-$156K	﹤0.01%	5020
2025 Q4	$217K	Buy	7,800 +5,800	+290%	+$158K	﹤0.01%	4150
2025 Q3	$55K	Buy	+2,000	New	+$56.1K	﹤0.01%	6355
2021 Q4	–	Sell	-100	Closed	-$3K	–	11195
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	9448
2021 Q2	$3K	Buy	+100	New	+$3.23K	﹤0.01%	9634
2016 Q4	–	Sell	-3	Closed	-$1K	–	6355
2016 Q3	$1K	Buy	+3	New	+$61	﹤0.01%	5405

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's PGC Position: Q1 2026 in Review

Simplex Trading opened a new position in Peapack-Gladstone Financial (PGC) in Q1 2026: 9,050 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #3764 among its holdings. This is a return to the name: Simplex Trading previously reported a position in PGC as recently as Q2 2025.

Simplex Trading first reported a position in PGC in Q2 2024 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Simplex Trading held 9,050 shares of Peapack-Gladstone Financial worth $319K as of Q1 2026.
Peapack-Gladstone Financial was a new Simplex Trading position in Q1 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3764 holding.
Simplex Trading first reported a position in Peapack-Gladstone Financial in Q2 2024 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.