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Sound Income Strategies, LLC → PFS
Sound Income Strategies, LLC PFS Position History
Provident Financial Services, Inc. • Financial Services
Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$13.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q4 2025 | $12M |
| Q1 2026 | $12.2M |
| Q2 2026 | $13.5M |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 582.9K | — | — |
| Q2 2026 | $13.5M | 569.9K | — | — |
| Q1 2026 | $12.2M | 575.2K | — | — |
| Q4 2025 | $12M | 594.9K | — | — |
| Q3 2025 | $12.3M | 637.8K | — | — |
Other funds holding PFS
$190.2M
$190.2M
$154.1M
$150.2M
$65.5M