BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PFS — Provident Financial Services Inc
CIK 1654599
MORRISTOWN, NJ
Position in PFS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,088,400
-$99,205 QoQ
Shares Held
130,643
-13.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#65
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. PFS ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
This page
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in PFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,088,400 | 130,643 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,187,605 | 150,643 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,100,671 | 156,996 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,065,442 | 158,996 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,962,499 | 168,996 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,970,341 | 172,996 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,264,434 | 172,996 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,377,845 | 181,996 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,755,156 | 191,997 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,942,367 | 201,947 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,632,089 | 201,447 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,120,887 | 204,113 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,335,206 | 204,113 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,934,067 | 205,113 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,457,938 | 208,705 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,005,397 | 205,405 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,821,182 | 216,585 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,058,146 | 130,690 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,165,311 | 130,690 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,062,600 | 130,490 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,000,650 | 131,090 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,016,600 | 135,395 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,520,721 | 140,352 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,833,635 | 150,298 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,408,843 | 166,702 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,098,842 | 163,207 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||