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Steve Schonfeld’s Peapack-Gladstone Financial PGC Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-6,105
Closed -$215K – 2912
2026
Q1 		$215K Sell
6,105
-1,279
-17% -$41.6K ﹤0.01% 1709
2025
Q4 		$206K Buy
+7,384
New +$201K ﹤0.01% 1708

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

Steve Schonfeld's PGC Position: Q2 2026 in Review

Steve Schonfeld sold out of Peapack-Gladstone Financial (PGC) in Q2 2026, closing a stake of 6,105 shares — an estimated $215K sold.

Steve Schonfeld first reported a position in PGC in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 172 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Steve Schonfeld reported no remaining Peapack-Gladstone Financial position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 6,105 Peapack-Gladstone Financial shares in Q2 2026, an estimated $215K.
  • Steve Schonfeld first reported a position in Peapack-Gladstone Financial in Q4 2025 and held it in 2 quarters.
  • Steve Schonfeld's Peapack-Gladstone Financial position peaked at $215K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.