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BIA
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
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
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New York
$5.7T 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
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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