Cerity Partners’s Provident Financial Services PFS Stock Holding History

Cerity Partners’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	$238K	Buy	+11,251	New	+$240K	﹤0.01%	2771
2025 Q3	–	Sell	-10,093	Closed	-$177K	–	2834
2025 Q2	$177K	Buy	+10,093	New	+$167K	﹤0.01%	2385
2025 Q1	–	Sell	-31,475	Closed	-$592K	–	2587
2024 Q4	$592K	Buy	+31,475	New	+$623K	﹤0.01%	1668
2024 Q2	–	Sell	-10,513	Closed	-$153K	–	2360
2024 Q1	$153K	Buy	+10,513	New	+$167K	﹤0.01%	2157

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cerity Partners's PFS Position: Q1 2026 in Review

Cerity Partners opened a new position in Provident Financial Services (PFS) in Q1 2026: 11,251 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #2771 among its holdings. This is a return to the name: Cerity Partners previously reported a position in PFS as recently as Q2 2025.

Cerity Partners first reported a position in PFS in Q1 2024 and has held it in 4 quarters since. The position peaked at $592K in Q4 2024. 304 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

Cerity Partners held 11,251 shares of Provident Financial Services worth $238K as of Q1 2026.
Provident Financial Services was a new Cerity Partners position in Q1 2026.
Provident Financial Services made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2771 holding.
Cerity Partners first reported a position in Provident Financial Services in Q1 2024 and has held it in 4 quarters since.
Cerity Partners's Provident Financial Services position peaked at $592K in Q4 2024.
304 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.