PFS — Provident Finl Svcs Inc Institutional Holders · Q3 2026
Who owns Provident Finl Svcs Inc (PFS)? 12 institutions reported holding $29.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ledgewood Wealth Advisors, LLC ($14.8M), Sound Income Strategies, LLC ($13.0M), MRA Advisory Group ($661,545).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ledgewood Wealth Advisors, LLC | $14.8M | 670,112 | Trimmed |
| 2 | Sound Income Strategies, LLC | $13.0M | 582,875 | Added |
| 3 | MRA Advisory Group | $661,545 | 29,867 | Added |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $653,314 | 29,495 | Trimmed |
| 5 | BAKER TILLY WEALTH MANAGEMENT, LLC | $331,984 | 14,988 | New |
| 6 | Farther Finance Advisors, LLC | $111,730 | 5,044 | Added |
| 7 | GAMMA Investing LLC | $71,545 | 3,230 | Added |
| 8 | Versant Capital Management, Inc | $50,413 | 2,276 | Added |
| 9 | Byrne Asset Management LLC | $22,350 | 1,000 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $3,898 | 176 | Trimmed |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $532 | 24 | Hold |
| 12 | Davis Capital Management | $288 | 13 | Added |
Source: SEC Form 13F filings · as of 2026-09-30