Cerity Partners
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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
Q2 		$274K Buy
11,584
+333
+3% +$7.48K ﹤0.01% 2860
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
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

Cerity Partners's PFS Position: Q2 2026 in Review

Cerity Partners increased its Provident Financial Services (PFS) stake by 3% in Q2 2026, buying an estimated $7.48K and bringing the position to 11,584 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Cerity Partners first reported a position in PFS in Q1 2024 and has held it in 5 quarters since. The position peaked at $592K in Q4 2024. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Cerity Partners held 11,584 shares of Provident Financial Services worth $274K as of Q2 2026.
  • Cerity Partners bought 333 Provident Financial Services shares in Q2 2026, an estimated $7.48K.
  • Provident Financial Services made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2860 holding.
  • Cerity Partners first reported a position in Provident Financial Services in Q1 2024 and has held it in 5 quarters since.
  • Cerity Partners's Provident Financial Services position peaked at $592K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.