Position in IFS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,393,537
+$150,987 QoQ
Shares Held
24,752
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#4
of 15 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PVG ASSET MANAGEMENT CORP holds $6,221,901 across 5 Banks - Regional names. IFS ranks #2 (22.4% of the industry book) .
All Filings in IFS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393,537 | 24,752 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,242,550 | 24,752 | Shares | Sole | 2026-06-16 | |
| No filing history on record for this holder in this stock. | ||||||