VALLEY NATIONAL ADVISERS INC
Position in PFS — Provident Financial Services Inc
CIK 773411
BETHLEHEM, PA
Position in PFS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$535,091
+$56,135 QoQ
Shares Held
22,635
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#157
of 313 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,525,483 across 21 Banks - Regional names. PFS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
26,321 | $636,704 | |
| 2 | USB |
US Bancorp De
|
10,504 | $634,441 | |
| 3 | PFS |
Provident Financial Services Inc
This page
|
22,635 | $535,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,941 | $477,913 | |
| 5 | TFC |
Truist Financial Corp
|
9,582 | $477,375 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,026 | $396,055 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
8,673 | $153,772 | |
| 8 | FBNC |
First Bancorp /Nc/
|
999 | $63,866 |
All Filings in PFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,091 | 22,635 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $478,956 | 22,635 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $408,943 | 20,706 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $399,211 | 20,706 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $362,976 | 20,706 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $366,802 | 21,363 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $403,119 | 21,363 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $405,424 | 21,844 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $313,461 | 21,844 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $289,928 | 19,899 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $427,094 | 23,688 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $414,680 | 27,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $419,725 | 25,687 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $498,008 | 25,965 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $567,193 | 26,554 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $495,105 | 25,390 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $603,401 | 27,107 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $569,228 | 24,326 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $598,863 | 24,726 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $539,340 | 22,980 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $521,022 | 22,762 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $662,718 | 29,745 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $526,928 | 29,339 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $320,933 | 26,306 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $382,159 | 26,447 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $421,705 | 32,792 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||