Simplex Trading
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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 $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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
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.