Rockline Wealth Management, LLC
Position in PFS — Provident Financial Services Inc
CIK 2005098
Islip Terrace, NY
Position in PFS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$368,453
+$38,654 QoQ
Shares Held
15,586
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#190
of 313 holders
Holding Since
Sep 2025
4 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, 2026Rockline Wealth Management, LLC holds $2,637,616 across 2 Banks - Regional names. PFS ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
9,216 | $2,269,163 | |
| 2 | PFS |
Provident Financial Services Inc
This page
|
15,586 | $368,453 |
All Filings in PFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,453 | 15,586 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $329,799 | 15,586 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $307,823 | 15,586 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $300,498 | 15,586 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||