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Equibles

Pathstone Holdings, LLC

Position in PFS — Provident Financial Services Inc

CIK 2011612 ENGLEWOOD, NJ
Back to PFS Full portfolio

Position in PFS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,271,784
+$38,305 QoQ
Shares Held
53,798
-7.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 314 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 40% Shared 0% None 60%

Common Shares in PFS Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,666,562 across 105 Banks - Regional names. PFS ranks #56 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 82,009 $20,192,255
2 USB
US Bancorp De
 268,149 $16,196,199
3 FITB
Fifth Third Bancorp
 272,657 $15,369,674
4 NWG
NatWest Group plc
 586,491 $10,339,834
5 CFG
Citizens Financial Group Inc/Ri
 142,354 $9,974,743
6 TFC
Truist Financial Corp
 190,771 $9,504,210
7 IBN
Icici Bank Ltd
 316,418 $9,185,613
8 MFG
Mizuho Financial Group Inc
 956,297 $9,161,323

All Filings in PFS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,271,784 53,798
2026-03-31 $1,233,479 58,293
2025-12-31 $1,119,508 56,684
2025-09-30 $846,179 43,889
2025-06-30 $618,738 35,296
2025-03-31 $1,230,711 71,678
2024-12-31 $718,832 38,094
2024-09-30 $268,339 14,458
2024-06-30 $180,019 12,545
2024-03-31 $165,514 11,360
2023-12-31 $192,866 10,697