Midwest Professional Planners, LTD.

Position in PFS — Provident Financial Services Inc

CIK 1730575 WAUSAU, WI

Position in PFS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$943,094

+$465,704 QoQ

Shares Held

39,894

+76.8% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#118

of 313 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $3,327,679 across 2 Banks - Regional names. PFS ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FCNCA	First Citizens Bancshares Inc /De/	1,146	$2,384,585
2	PFS	Provident Financial Services Inc This page	39,894	$943,094

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,094	39,894	+76.8%	Shares	Sole	2026-08-05
2026-03-31	$477,390	22,561	+7.5%	Shares	Sole	2026-05-05
2025-12-31	$414,315	20,978	+38.6%	Shares	Sole	2026-02-06
2025-09-30	$291,860	15,138	-0.0%	Shares	Sole	2025-11-04
2025-06-30	$265,474	15,144	-0.2%	Shares	Sole	2025-08-11
2025-03-31	$260,657	15,181	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$291,409	15,443	+8.0%	Shares	Sole	2025-02-10
2024-09-30	$265,426	14,301	-17.5%	Shares	Sole	2024-11-14
2024-06-30	$248,699	17,331	+11.7%	Shares	Sole	2024-08-06
2024-03-31	$225,966	15,509	+8.5%	Shares	Sole	2024-05-09
2023-03-31	$274,120	14,292	+11.0%	Shares	Sole	2023-05-15
2022-12-31	$275,010	12,875	+20.4%	Shares	Sole	2023-02-10
2022-09-30	$208,533	10,694	+8.3%	Shares	Sole	2022-11-10
2022-06-30	$219,728	9,871	+14.4%	Shares	Sole	2022-08-09
2022-03-31	$201,965	8,631	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.