Bell Investment Advisors’s Provident Financial Services PFS Stock Holding History

Bell Investment 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	$521	Buy	+22	New	+$494	﹤0.01%	1713
2025 Q4	–	Sell	-79	Closed	-$1.52K	–	1917
2025 Q3	$1.52K	Hold	79	–	–	﹤0.01%	1428
2025 Q2	$1.39K	Hold	79	–	–	﹤0.01%	1487
2025 Q1	$1.36K	Hold	79	–	–	﹤0.01%	1447
2024 Q4	$1.49K	Hold	79	–	–	﹤0.01%	1440
2024 Q3	$1.47K	Hold	79	–	–	﹤0.01%	1464
2024 Q2	$1.13K	Hold	79	–	–	﹤0.01%	1575
2024 Q1	$1.15K	Hold	79	–	–	﹤0.01%	1563
2023 Q4	$1.43K	Hold	79	–	–	﹤0.01%	1466
2023 Q3	$1.21K	Hold	79	–	–	﹤0.01%	1494
2023 Q2	$1.29K	Hold	79	–	–	﹤0.01%	1505
2023 Q1	$1.52K	Sell	79 -25	-24%	-$553	﹤0.01%	1395
2022 Q4	$2.22K	Buy	104 +25	+32%	+$537	﹤0.01%	1231
2022 Q3	$2K	Hold	79	–	–	﹤0.01%	1183
2022 Q2	$2K	Buy	+79	New	+$1.77K	﹤0.01%	1206
2021 Q4	$2K	Hold	103	–	–	﹤0.01%	1200
2021 Q3	$2K	Buy	+103	New	+$2.27K	﹤0.01%	1126

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bell Investment Advisors's PFS Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Provident Financial Services (PFS) in Q2 2026: 22 shares worth $521. The stake represents ﹤0.01% of the portfolio and ranks #1713 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in PFS as recently as Q3 2025.

Bell Investment Advisors first reported a position in PFS in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.22K in Q4 2022. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Bell Investment Advisors held 22 shares of Provident Financial Services worth $521 as of Q2 2026.
Provident Financial Services was a new Bell Investment Advisors position in Q2 2026.
Provident Financial Services made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1713 holding.
Bell Investment Advisors first reported a position in Provident Financial Services in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Provident Financial Services position peaked at $2.22K in Q4 2022.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.