Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,282,136
-$40,547 QoQ
Shares Held
15,533
-4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#439
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $41,342,569 across 4 Healthcare Plans names. CI ranks #3 (10.4% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,282,136 | 15,533 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,322,683 | 16,205 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,091,754 | 18,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,653,446 | 19,613 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,119,038 | 21,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,031,388 | 21,372 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,260,645 | 22,672 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,767,355 | 25,307 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $10,019,905 | 30,311 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $10,394,496 | 28,620 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,468,445 | 28,280 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,165,867 | 28,545 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,025,720 | 28,602 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,493,377 | 42,068 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,999,445 | 42,251 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,324,936 | 40,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,303,718 | 27,716 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,818,531 | 11,763 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,829,270 | 12,321 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $2,455,162 | 12,266 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,402,229 | 10,133 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,360,590 | 9,765 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $708,228 | 3,402 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $739,982 | 4,368 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $719,074 | 3,832 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $686,394 | 3,874 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||