Position in PFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$333,300
+$33,209 QoQ
Shares Held
14,099
-0.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#197
of 313 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $3,042,543 across 5 Banks - Regional names. PFS ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
29,466 | $944,385 | |
| 2 | FIBK |
First Interstate Bancsystem Inc
|
19,679 | $758,822 | |
| 3 | TFC |
Truist Financial Corp
|
14,141 | $704,504 | |
| 4 | PFS |
Provident Financial Services Inc
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|
14,099 | $333,300 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
19,890 | $301,532 |
All Filings in PFS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,300 | 14,099 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $300,091 | 14,182 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $226,591 | 11,473 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $222,433 | 11,537 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $213,462 | 12,177 | Shares | Defined | 2025-08-11 | |
| 2024-09-30 | $326,600 | 17,597 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $279,175 | 19,161 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $409,208 | 22,696 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $298,781 | 19,541 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $297,437 | 18,203 | Shares | Defined | 2023-08-07 | |
| 2020-12-31 | $331,864 | 18,478 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $249,148 | 20,422 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||