Ledgewood Wealth Advisors, LLC

Position in PFS — Provident Financial Services Inc

CIK 2064043 EXETER, NH

Position in PFS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$16,030,567

+$1,681,718 QoQ

Shares Held

678,112

0.0% QoQ

Ownership

0.520%

of shares outstanding

% of Portfolio

22.06%

of 13F equity value

Holder Rank

#24

of 313 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ledgewood Wealth Advisors, LLC holds $18,042,645 across 5 Banks - Regional names. PFS ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFS	Provident Financial Services Inc This page	678,112	$16,030,567
2	PNC	Pnc Financial Services Group, Inc.	5,104	$1,256,706
3	OCFC	Oceanfirst Financial Corp	18,890	$368,921
4	CHCO	City Holding Co	1,520	$201,612
5	VLY	Valley National Bancorp	12,617	$184,839

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,030,567	678,112	0.0%	Shares	Sole	2026-07-08
2026-03-31	$14,348,849	678,112	0.0%	Shares	Sole	2026-04-13
2025-12-31	$13,392,712	678,112	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$13,110,631	680,012	0.0%	Shares	Sole	2025-10-24
2025-06-30	$11,920,610	680,012	0.0%	Shares	Sole	2025-07-18
2025-03-31	$11,675,806	680,012	0.0%	Shares	Sole	2025-04-28
2024-12-31	$12,831,826	680,012	+2.9%	Shares	Sole	2025-04-10
2024-09-30	$12,265,208	660,841	+1.9%	Shares	Sole	2025-04-15
2024-06-30	$9,309,490	648,745	+1.5%	Shares	Sole	2025-04-15
2024-03-31	$9,312,400	639,149	+1.5%	Shares	Sole	2025-04-15
2023-12-31	$11,350,840	629,553	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.