Position in PFS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$67,752
+$4,780 QoQ
Shares Held
2,866
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#238
of 313 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $370,289 across 13 Banks - Regional names. PFS ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
3,135 | $70,694 | |
| 2 | PFS |
Provident Financial Services Inc
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|
2,866 | $67,752 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
2,060 | $45,814 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,578 | $45,707 | |
| 5 | FULT |
Fulton Financial Corp
|
1,711 | $41,389 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
13 | $27,050 | |
| 7 | TFC |
Truist Financial Corp
|
412 | $20,525 | |
| 8 | WBS |
Webster Financial Corp
|
204 | $15,589 |
All Filings in PFS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,752 | 2,866 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $62,972 | 2,976 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $68,137 | 3,450 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $107,061 | 5,553 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $97,344 | 5,553 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $95,345 | 5,553 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $104,785 | 5,553 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $103,063 | 5,553 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $79,685 | 5,553 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $42,646 | 2,927 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $52,773 | 2,927 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $44,753 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $47,827 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $56,139 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $62,520 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $57,076 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $65,155 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $68,491 | 2,927 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $70,891 | 2,927 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||