COLLECTIVE FAMILY OFFICE LLC
Family OfficePosition in PFS — Provident Financial Services Inc
CIK 1845066
YORK, PA
Position in PFS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$698,018
+$73,227 QoQ
Shares Held
29,527
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#142
of 313 holders
Holding Since
Jun 2024
9 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, 2026COLLECTIVE FAMILY OFFICE LLC holds $1,342,355 across 3 Banks - Regional names. PFS ranks #1 (52.0% of the industry book) .
All Filings in PFS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,018 | 29,527 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $624,791 | 29,527 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $583,158 | 29,527 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $586,266 | 30,408 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $533,052 | 30,408 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $521,246 | 30,358 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $572,855 | 30,358 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $692,622 | 37,318 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $533,633 | 37,187 | Shares | Sole | 2024-07-05 | |
| No filing history on record for this holder in this stock. | ||||||