Avantax Advisory Services’s Provident Financial Services PFS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$197K	Sell	11,211 -813	-7%	-$13.5K	﹤0.01%	2215
2025 Q1	$206K	Sell	12,024 -60	-0.5%	-$1.09K	﹤0.01%	2089
2024 Q4	$228K	Buy	12,084 +839	+7%	+$16.6K	﹤0.01%	1972
2024 Q3	$209K	Buy	+11,245	New	+$199K	﹤0.01%	1983
2019 Q3	–	Sell	-15,704	Closed	-$381K	–	591
2019 Q2	$381K	Buy	15,704 +1,395	+10%	+$35.3K	0.02%	346
2019 Q1	$370K	Buy	+14,309	New	+$375K	0.02%	316

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

SFM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's PFS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Provident Financial Services (PFS) stake by 6.8% in Q2 2025, selling an estimated $13.5K and leaving 11,211 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Avantax Advisory Services first reported a position in PFS in Q1 2019 and has held it in 6 quarters since. The position peaked at $381K in Q2 2019. 270 funds tracked by Wall St. Rank hold PFS as of Q2 2025.

Avantax Advisory Services held 11,211 shares of Provident Financial Services worth $197K as of Q2 2025.
Avantax Advisory Services sold 813 Provident Financial Services shares in Q2 2025, an estimated $13.5K.
Provident Financial Services made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2215 holding.
Avantax Advisory Services first reported a position in Provident Financial Services in Q1 2019 and has held it in 6 quarters since.
Avantax Advisory Services's Provident Financial Services position peaked at $381K in Q2 2019.
270 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.