Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,963
-$20,953 QoQ
Shares Held
3,855
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 592 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $72,167,122 across 6 Capital Markets names. SF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
204,988 | $42,850,690 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,654 | $14,820,614 | |
| 3 | SCHW |
Schwab Charles Corp
|
140,026 | $12,920,197 | |
| 4 | IREN |
IREN Ltd
|
24,200 | $1,106,666 | |
| 5 | SF |
Stifel Financial Corp
This page
|
3,855 | $268,963 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
710 | $199,992 |
All Filings in SF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,963 | 3,855 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,916 | 3,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $324,823 | 2,621 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $299,787 | 2,642 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $249,034 | 2,642 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $280,263 | 2,642 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $248,741 | 2,649 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $222,913 | 2,649 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||