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Equibles

OSAIC HOLDINGS, INC.

Position in PFS — Provident Financial Services Inc

CIK 1677044 SCOTTSDALE, AZ
Back to PFS Full portfolio

Position in PFS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,168,184
+$437,657 QoQ
Shares Held
134,018
+3.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in PFS Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. PFS ranks #18 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 279,306 $68,770,721
2 USB
US Bancorp De
 500,032 $30,201,931
3 TFC
Truist Financial Corp
 430,382 $21,441,628
4 WSBC
Wesbanco Inc
 315,103 $12,298,469
5 MTB
M&T Bank Corp
 49,796 $11,851,944
6 UMBF
Umb Financial Corp
 79,883 $11,404,096
7 AUB
Atlantic Union Bankshares Corp
 263,246 $11,137,936
8 ABCB
Ameris Bancorp
 117,414 $10,597,786

All Filings in PFS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,168,184 134,018
2026-03-31 $2,730,527 129,042
2025-12-31 $2,302,454 116,580
2025-09-30 $2,254,738 116,947
2025-06-30 $1,963,218 111,992
2025-03-31 $189,830 11,056
2024-12-31 $89,877 4,763
2024-09-30 $93,560 5,041
2024-06-30 $68,362 4,764
2024-03-31 $61,077 4,192
2023-12-31 $6,850 380
2023-09-30 $18,912 1,237
2023-06-30 $15,603 955
2023-03-31 $17,606 918
2022-12-31 $20,291 950
2022-09-30 $24,491 1,256
2022-06-30 $36,660 1,647
2022-03-31 $41,768 1,785
2021-12-31 $31,847 1,315
2021-09-30 $29,617 1,262
2021-06-30 $29,390 1,284
2021-03-31 $25,509 1,145
2020-12-31 $19,594 1,091
2020-09-30 $88,937 7,290
2020-06-30 $106,105 7,343
2020-03-31 $16,813 81,267