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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
Q2 		$203K Sell
8,578
-3
-0% -$67 ﹤0.01% 1478
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Allworth Financial's PFS Position: Q2 2026 in Review

Allworth Financial reduced its Provident Financial Services (PFS) stake by 0.03% in Q2 2026, selling an estimated $67 and leaving 8,578 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Allworth Financial first reported a position in PFS in Q4 2023 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Allworth Financial held 8,578 shares of Provident Financial Services worth $203K as of Q2 2026.
  • Allworth Financial sold 3 Provident Financial Services shares in Q2 2026, an estimated $67.
  • Provident Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1478 holding.
  • Allworth Financial first reported a position in Provident Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.