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Annis Gardner Whiting Capital Advisors’s Provident Financial Services PFS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-2
Closed -$43 – 995
2026
Q1 		$43 Hold
2
– – ﹤0.01% 1314
2025
Q4 		$40 Buy
+2
New +$39 ﹤0.01% 1193

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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

Annis Gardner Whiting Capital Advisors's PFS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Provident Financial Services (PFS) in Q2 2026, closing a stake of 2 shares — an estimated $43 sold.

Annis Gardner Whiting Capital Advisors first reported a position in PFS in Q4 2025 and held it in 2 quarters. The position peaked at $43 in Q1 2026. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Provident Financial Services position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2 Provident Financial Services shares in Q2 2026, an estimated $43.
  • Annis Gardner Whiting Capital Advisors first reported a position in Provident Financial Services in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Provident Financial Services position peaked at $43 in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.