Simplex Trading
PGC icon

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
2025
Q2 		– Sell
-200
Closed -$5K – 9486
2025
Q1 		$5K Buy
+200
New +$6.28K ﹤0.01% 7578
2024
Q4 		– Sell
-200
Closed -$5K – 9360
2024
Q3 		$5K Sell
200
-2,200
-92% -$57.7K ﹤0.01% 7640
2024
Q2 		$54K Buy
+2,400
New +$54.4K ﹤0.01% 6008

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Simplex Trading's PGC Position: Q2 2026 in Review

Simplex Trading reduced its Peapack-Gladstone Financial (PGC) stake by 98% in Q2 2026, selling an estimated $376K and leaving 166 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #7874.

Simplex Trading first reported a position in PGC in Q2 2024 and has held it in 6 quarters since. The position peaked at $319K in Q1 2026. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Simplex Trading held 166 shares of Peapack-Gladstone Financial worth $7.86K as of Q2 2026.
  • Simplex Trading sold 8,884 Peapack-Gladstone Financial shares in Q2 2026, an estimated $376K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7874 holding.
  • Simplex Trading first reported a position in Peapack-Gladstone Financial in Q2 2024 and has held it in 6 quarters since.
  • Simplex Trading's Peapack-Gladstone Financial position peaked at $319K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.