Quadrant Private Wealth Management, LLC
Position in PFS — Provident Financial Services Inc
CIK 1727454
Center Valley, PA
Position in PFS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$473,461
+$49,669 QoQ
Shares Held
20,028
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#169
of 313 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quadrant Private Wealth Management, LLC holds $3,529,961 across 5 Banks - Regional names. PFS ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
20,044 | $2,069,743 | |
| 2 | PFS |
Provident Financial Services Inc
This page
|
20,028 | $473,461 | |
| 3 | TFC |
Truist Financial Corp
|
8,866 | $441,704 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
7,266 | $307,424 | |
| 5 | KB |
KB Financial Group Inc.
|
2,264 | $237,629 |
All Filings in PFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,461 | 20,028 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $423,792 | 20,028 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $500,563 | 25,345 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $528,156 | 27,394 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $507,213 | 28,934 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $496,796 | 28,934 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $545,984 | 28,934 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $663,056 | 35,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $294,246 | 20,505 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $289,054 | 19,839 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,697 | 19,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267,406 | 17,489 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,770 | 17,489 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $335,439 | 17,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,565 | 17,489 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $389,305 | 17,489 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $409,242 | 17,489 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $423,583 | 17,489 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $410,466 | 17,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $400,323 | 17,489 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $389,654 | 17,489 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $314,102 | 17,489 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $213,365 | 17,489 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $252,716 | 17,489 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $224,908 | 17,489 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||