Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Provident Financial Services PFS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$708K Buy
33,480
+271
+0.8% +$5.78K ﹤0.01% 1781
2025
Q4 		$656K Buy
33,209
+207
+0.6% +$4K ﹤0.01% 1756
2025
Q3 		$636K Buy
33,002
+1,189
+4% +$22.7K ﹤0.01% 1665
2025
Q2 		$558K Buy
31,813
+13,988
+78% +$232K ﹤0.01% 1540
2025
Q1 		$306K Sell
17,825
-4
-0% -$73 ﹤0.01% 1661
2024
Q4 		$336K Buy
17,829
+561
+3% +$11.1K ﹤0.01% 1529
2024
Q3 		$320K Sell
17,268
-50,192
-74% -$887K ﹤0.01% 1504
2024
Q2 		$968K Sell
67,460
-3,739
-5% -$54.3K ﹤0.01% 910
2024
Q1 		$1.04M Buy
71,199
+11,318
+19% +$180K 0.01% 839
2023
Q4 		$1.08M Sell
59,881
-3,016
-5% -$47.3K 0.01% 774
2023
Q3 		$962K Buy
62,897
+1,677
+3% +$28.4K 0.01% 768
2023
Q2 		$1M Sell
61,220
-2,025
-3% -$34.4K 0.01% 714
2023
Q1 		$1.21M Buy
63,245
+36
+0.1% +$796 0.01% 602
2022
Q4 		$1.35M Buy
63,209
+1,344
+2% +$28.9K 0.01% 536
2022
Q3 		$1.21M Sell
61,865
-2,138
-3% -$49.9K 0.01% 510
2022
Q2 		$1.43M Sell
64,003
-3,829
-6% -$85.6K 0.01% 467
2022
Q1 		$1.59M Sell
67,832
-13,636
-17% -$328K 0.01% 448
2021
Q4 		$1.97M Buy
+81,468
New +$2M 0.01% 435
2021
Q2 		$2.11M Hold
92,343
– – 0.02% 410
2021
Q1 		$2.11M Hold
92,343
– – 0.02% 410
2020
Q4 		$2.11M Hold
92,343
– – 0.02% 410
2020
Q3 		$2.11M Hold
92,343
– – 0.02% 410
2020
Q2 		$2.11M Hold
92,343
– – 0.02% 410
2020
Q1 		$2.11M Hold
92,343
– – 0.02% 410
2019
Q4 		$2.11M Hold
92,343
– – 0.02% 410
2019
Q3 		$2.11M Hold
92,343
– – 0.02% 410
2019
Q2 		$2.11M Hold
92,343
– – 0.02% 410
2019
Q1 		$2.11M Buy
+92,343
New +$2.42M 0.02% 410

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Provident Financial Services (PFS) stake by 0.82% in Q1 2026, buying an estimated $5.78K and bringing the position to 33,480 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Carson Wealth (CWM LLC) first reported a position in PFS in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.11M in Q2 2021. 305 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,480 shares of Provident Financial Services worth $708K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 271 Provident Financial Services shares in Q1 2026, an estimated $5.78K.
  • Provident Financial Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1781 holding.
  • Carson Wealth (CWM LLC) first reported a position in Provident Financial Services in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Provident Financial Services position peaked at $2.11M in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.