CFS Investment Advisory Services, LLC
Position in PFS — Provident Financial Services Inc
CIK 1845688
TOTOWA, NJ
Position in PFS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$394,126
+$41,347 QoQ
Shares Held
16,672
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#186
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, 2026CFS Investment Advisory Services, LLC holds $4,073,420 across 6 Banks - Regional names. PFS ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,383 | $1,110,333 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,054 | $998,175 | |
| 3 | MTB |
M&T Bank Corp
|
2,753 | $655,241 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,340 | $639,235 | |
| 5 | PFS |
Provident Financial Services Inc
This page
|
16,672 | $394,126 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,739 | $276,310 |
All Filings in PFS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,126 | 16,672 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $352,779 | 16,672 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $329,272 | 16,672 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $321,436 | 16,672 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $311,490 | 17,769 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $305,093 | 17,769 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $335,301 | 17,769 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $329,792 | 17,769 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,157 | 17,781 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||