Blue Bell Private Wealth Management’s Provident Financial Services PFS Stock Holding History

Blue Bell Private 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 Q2	$13.2K	Hold	558	–	–	﹤0.01%	564
2026 Q1	$11.8K	Hold	558	–	–	﹤0.01%	553
2025 Q4	$11K	Sell	558 -109	-16%	-$2.11K	﹤0.01%	549
2025 Q3	$12.9K	Buy	667 +109	+20%	+$2.08K	﹤0.01%	524
2025 Q2	$9.78K	Hold	558	–	–	﹤0.01%	531
2025 Q1	$9.58K	Hold	558	–	–	﹤0.01%	520
2024 Q4	$10.5K	Hold	558	–	–	﹤0.01%	497
2024 Q3	$10.4K	Hold	558	–	–	﹤0.01%	523
2024 Q2	$8.01K	Hold	558	–	–	﹤0.01%	542
2024 Q1	$8.13K	Hold	558	–	–	﹤0.01%	539
2023 Q4	$10.1K	Hold	558	–	–	﹤0.01%	497
2023 Q3	$8.53K	Hold	558	–	–	﹤0.01%	445
2023 Q2	$9.12K	Hold	558	–	–	﹤0.01%	428
2023 Q1	$10.7K	Hold	558	–	–	﹤0.01%	370
2022 Q4	$11.9K	Hold	558	–	–	﹤0.01%	356
2022 Q3	$11K	Hold	558	–	–	﹤0.01%	365
2022 Q2	$12K	Hold	558	–	–	﹤0.01%	367
2022 Q1	$13K	Hold	558	–	–	﹤0.01%	378
2021 Q4	$14K	Buy	+558	New	+$13.7K	﹤0.01%	350

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

Blue Bell Private Wealth Management's PFS Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Provident Financial Services (PFS) position steady in Q2 2026 at 558 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Blue Bell Private Wealth Management first reported a position in PFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q4 2021. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Blue Bell Private Wealth Management held 558 shares of Provident Financial Services worth $13.2K as of Q2 2026.
Blue Bell Private Wealth Management left its Provident Financial Services share count unchanged in Q2 2026.
Provident Financial Services made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #564 holding.
Blue Bell Private Wealth Management first reported a position in Provident Financial Services in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Provident Financial Services position peaked at $14K in Q4 2021.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.