Roundview Capital LLC

Position in PFS — Provident Financial Services Inc

CIK 1476804 PRINCETON, NJ

Position in PFS

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$232,315

+$15,480 QoQ

Shares Held

10,979

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Roundview Capital LLC holds $2,833,842 across 4 Banks - Regional names. PFS ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRN	Princeton Bancorp, Inc.	63,597	$2,147,670
2	CLBK	Columbia Financial, Inc.	14,385	$251,881
3	PFS	Provident Financial Services Inc This page	10,979	$232,315
4	EBC	Eastern Bankshares, Inc.	10,326	$201,976

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$232,315	10,979	0.0%	Shares	Sole	2026-05-08
2025-12-31	$216,835	10,979	0.0%	Shares	Sole	2026-02-09
2025-09-30	$211,675	10,979	0.0%	Shares	Sole	2025-11-12
2025-06-30	$192,461	10,979	-15.4%	Shares	Sole	2025-07-23
2025-03-31	$222,849	12,979	-10.4%	Shares	Sole	2025-05-06
2024-12-31	$273,218	14,479	0.0%	Shares	Sole	2025-02-12
2024-09-30	$268,730	14,479	0.0%	Shares	Sole	2024-11-14
2024-06-30	$207,773	14,479	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.