STRATEGIC VALUE BANK PARTNERS LLC PGC — PEAPACK-GLADSTONE FINL CORP

Ownership history in STRATEGIC VALUE BANK PARTNERS LLC  ·  18 quarters on record

AI Ownership Summary

STRATEGIC VALUE BANK PARTNERS LLC reported PEAPACK-GLADSTONE FINL CORP (PGC) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.83% in 2024 Q4. The latest visible filing shows PGC at 7.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STRATEGIC VALUE BANK PARTNERS LLC's position in PEAPACK-GLADSTONE FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGC was reported at 7.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.83% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGC stock page STRATEGIC VALUE BANK PARTNERS LLC fund profile STRATEGIC VALUE BANK PARTNERS LLC full holdings
How STRATEGIC VALUE BANK PARTNERS LLC held PGC — position size vs. price
% of Fund (quarterly)    PGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 378,416 — 0% 7.16% $13.3M 2026-04-28 $42.77
2025 Q4 UNCHANGED — — — 378,416 — 0% 7.21% $10.5M 2026-01-27 $29.34
2025 Q3 UNCHANGED — — — 378,416 — 0% 7.43% $10.4M 2025-10-20 $27.15
2025 Q2 UNCHANGED — — — 378,416 — 0% 6.11% $10.7M 2025-07-30 $25.57
2025 Q1 UNCHANGED — — — 378,416 — 0% 6.88% $10.7M 2025-05-01 $27.71
2024 Q4 ADDED — — — 378,416 +1,200 +0.3% 7.83% $12.1M 2025-02-11 $34.88
2024 Q3 UNCHANGED — — — 377,216 — 0% 6.35% $10.3M 2024-11-14 $36.09
2024 Q2 UNCHANGED — — — 377,216 — 0% 5.66% $8.5M 2024-08-08 $25.67
2024 Q1 UNCHANGED — — — 377,216 — 0% 6.00% $9.2M 2024-05-15 $23.44
2023 Q4 UNCHANGED — — — 377,216 — 0% 5.49% $11.2M 2024-02-13 $22.29
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PGC

As of 2026 Q1 — sorted by position size

SALZHAUER MICHAEL 3Y 7Y 4.24% Oppenheimer & Close, LLC 3Y 7Y 2.77% BANC FUNDS CO LLC 3Y 7Y 1.8% PHILADELPHIA TRUST CO 3Y 7Y 1.67% SummerHaven Investment Management, LLC 3Y 0.54% PL Capital Advisors, LLC 3Y 7Y 0.48% Watershed Asset Management, L.L.C. 3Y 7Y 0.48% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.32% PEAPACK GLADSTONE FINANCIAL CORP 3Y 7Y 0.22% ALGERT GLOBAL LLC 3Y 7Y 0.17%

FAQ About STRATEGIC VALUE BANK PARTNERS LLC and PGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has STRATEGIC VALUE BANK PARTNERS LLC reported owning PGC?

STRATEGIC VALUE BANK PARTNERS LLC reported PGC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGC position in STRATEGIC VALUE BANK PARTNERS LLC's portfolio?

The largest reported portfolio weight for PGC was 7.83% in 2024 Q4.

What is the latest reported PGC position on this page?

The most recent filing on this page is 2026 Q1, when STRATEGIC VALUE BANK PARTNERS LLC reported 378,416 shares, equal to 7.16% of portfolio, with an estimated market value of $13.3M.

What does the chart on this PGC ownership page compare?

The chart compares STRATEGIC VALUE BANK PARTNERS LLC's quarterly PGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STRATEGIC VALUE BANK PARTNERS LLC time their PGC position?

Based on 13F filing dates vs. subsequent PGC price moves, STRATEGIC VALUE BANK PARTNERS LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on PGC relative to SPY over the holding period was -6.7%.

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