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Byrne Asset Management’s Provident Financial Services PFS Stock Holding History

Byrne Asset 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 		$22.4K Hold
1,000
– – 0.01% 367
2026
Q2 		$23.6K Hold
1,000
– – 0.01% 351
2026
Q1 		$21.2K Sell
1,000
-7,410
-88% -$158K 0.01% 346
2025
Q4 		$166K Buy
8,410
+5,267
+168% +$102K 0.09% 151
2025
Q3 		$60.6K Buy
+3,143
New +$59.9K 0.04% 205
2025
Q2 		– Sell
-2,938
Closed -$48.8K – 207
2025
Q1 		$50.4K Buy
2,938
+1,938
+194% +$35.2K 0.04% 206
2024
Q4 		$18.9K Hold
1,000
– – 0.01% 305
2024
Q3 		$18.6K Sell
1,000
-400
-29% -$7.07K 0.01% 315
2024
Q2 		$19.1K Sell
1,400
-152
-10% -$2.21K 0.01% 298
2024
Q1 		$22.6K Hold
1,552
– – 0.02% 277
2023
Q4 		$28.8K Buy
1,552
+552
+55% +$8.66K 0.02% 245
2023
Q3 		$15K Hold
1,000
– – 0.01% 300
2023
Q2 		$16K Hold
1,000
– – 0.01% 354
2023
Q1 		$19K Hold
1,000
– – 0.01% 318
2022
Q4 		$21.4K Hold
1,000
– – 0.02% 314
2022
Q3 		$20K Hold
1,000
– – 0.02% 295
2022
Q2 		$22K Hold
1,000
– – 0.02% 263
2022
Q1 		$23K Hold
1,000
– – 0.01% 295
2021
Q4 		$24K Buy
+1,000
New +$24.5K 0.02% 276

Other funds holding PFS

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Byrne Asset Management's PFS Position: Q3 2026 in Review

Byrne Asset Management held its Provident Financial Services (PFS) position steady in Q3 2026 at 1,000 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #367.

Byrne Asset Management first reported a position in PFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $166K in Q4 2025. 12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • Byrne Asset Management held 1,000 shares of Provident Financial Services worth $22.4K as of Q3 2026.
  • Byrne Asset Management left its Provident Financial Services share count unchanged in Q3 2026.
  • Provident Financial Services made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #367 holding.
  • Byrne Asset Management first reported a position in Provident Financial Services in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Provident Financial Services position peaked at $166K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.