Baker Tilly Wealth Management’s Provident Financial Services PFS Stock Holding History

Baker Tilly 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 Q3	$332K	Buy	+14,988	New	+$355K	0.07%	214

Other funds holding PFS

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Baker Tilly Wealth Management's PFS Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in Provident Financial Services (PFS) in Q3 2026: 14,988 shares worth $332K. The stake represents 0.07% of the portfolio and ranks #214 among its holdings.

12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Baker Tilly Wealth Management held 14,988 shares of Provident Financial Services worth $332K as of Q3 2026.
Provident Financial Services was a new Baker Tilly Wealth Management position in Q3 2026.
Provident Financial Services made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #214 holding.
12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.