AWM
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Abound Wealth Management’s Provident Financial Services PFS Stock Holding History

Abound Wealth Management’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$479 Hold
20
– – ﹤0.01% 952
2026
Q1 		$429 Hold
20
– – ﹤0.01% 1077
2025
Q4 		$400 Buy
+20
New +$387 ﹤0.01% 978

Other funds holding PFS

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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Abound Wealth Management's PFS Position: Q2 2026 in Review

Abound Wealth Management held its Provident Financial Services (PFS) position steady in Q2 2026 at 20 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Abound Wealth Management first reported a position in PFS in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Abound Wealth Management held 20 shares of Provident Financial Services worth $479 as of Q2 2026.
  • Abound Wealth Management left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Abound Wealth Management first reported a position in Provident Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.