Position in PFS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$259,543
+$27,228 QoQ
Shares Held
10,979
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Roundview Capital LLC holds $2,882,927 across 3 Banks - Regional names. PFS ranks #2 (9.0% of the industry book) .
All Filings in PFS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,543 | 10,979 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $232,315 | 10,979 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $216,835 | 10,979 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $211,675 | 10,979 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $192,461 | 10,979 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $222,849 | 12,979 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $273,218 | 14,479 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $268,730 | 14,479 | 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. | ||||||