Sound Income Strategies, LLC
Position in PFS — Provident Financial Services Inc
CIK 1730960
Ft Lauderdale, FL
Position in PFS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,472,601
+$1,301,179 QoQ
Shares Held
569,907
-0.9% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#30
of 313 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sound Income Strategies, LLC holds $62,812,393 across 6 Banks - Regional names. PFS ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
99,822 | $23,758,634 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
298,104 | $20,888,147 | |
| 3 | PFS |
Provident Financial Services Inc
This page
|
569,907 | $13,472,601 | |
| 4 | WSBC |
Wesbanco Inc
|
100,631 | $3,927,627 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
15,857 | $527,245 | |
| 6 | TFC |
Truist Financial Corp
|
4,780 | $238,139 |
All Filings in PFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,472,601 | 569,907 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,171,422 | 575,209 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,748,287 | 594,850 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,296,629 | 637,792 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $9,548,363 | 544,687 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||