M Holdings Securities, Inc.
Broker-DealerPosition in PFS — Provident Financial Services Inc
CIK 1569638
PORTLAND, OR
Position in PFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$332,851
+$34,919 QoQ
Shares Held
14,080
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#198
of 313 holders
Holding Since
Jun 2024
4 quarters on record
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026M Holdings Securities, Inc. holds $4,906,530 across 3 Banks - Regional names. PFS ranks #3 (6.8% of the industry book) .
All Filings in PFS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,851 | 14,080 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $297,932 | 14,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $305,177 | 15,452 | Shares | Sole | 2026-02-11 | |
| 2024-06-30 | $151,464 | 10,555 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||