PFS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 16, 2025	Riverwater Partners Small Cap Strategy	-	-	BDC, CROX, DGII, HAE, IRDM, MOD, PFS, PLMR, PLPC, UEC, VSTS, WOR	Artificial Intelligence, Energy Transition, industrials, small caps, uranium	Riverwaters small-cap strategy lagged the benchmark as speculative, low-quality stocks rallied, but the fund maintains focus on quality small caps exposed to secular AI and industrial reshoring themes. AI infrastructure names like Modine and Veeco benefit from surging data center demand, while uranium and industrial firms gain from energy transition trends. The managers remain optimistic on valuation convergence between large and small caps.	PLPC BDC DGII PFS WOR MOD UEC	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 20, 2026	Seeking Alpha	Seeking Alpha	Provident Financial Services, Inc.	Financial Services	Regional Banks	Bull	New York Stock Exchange	asset quality, balance sheet, Commercial Loans, credit quality, Deposits and Loans Growth, net interest margin, non-interest income, Provident Financial Services, regional banks, valuation metrics	View Pitch
Nov 29, 2025	Fund Letters	Adam Peck	Provident Financial Services Inc.	Financials	Banks	Bull	NYSE	Banks, consolidation, dividends, growth, Lending, Value	View Pitch

BSD Shareholders of PFS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

PFS

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of PFS

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