Allworth Financial’s Provident Financial Services PFS Stock Holding History

Allworth Financial’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 Q1	$182K	Buy	8,581 +173	+2%	+$3.69K	﹤0.01%	1465
2025 Q4	$166K	Buy	8,408 +252	+3%	+$4.87K	﹤0.01%	1437
2025 Q3	$157K	Buy	8,156 +23	+0.3%	+$439	﹤0.01%	1428
2025 Q2	$143K	Buy	8,133 +205	+3%	+$3.4K	﹤0.01%	1343
2025 Q1	$134K	Hold	7,928	–	–	﹤0.01%	1097
2024 Q4	$151K	Buy	7,928 +7,906	+35,936%	+$156K	﹤0.01%	1067
2024 Q3	$409	Hold	22	–	–	﹤0.01%	3466
2024 Q2	$391	Hold	22	–	–	﹤0.01%	3434
2024 Q1	$321	Hold	22	–	–	﹤0.01%	3383
2023 Q4	$397	Buy	+22	New	+$345	﹤0.01%	3181

Other funds holding PFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return