Cetera Investment Advisers

Cetera Investment Advisers’s Provident Financial Services PFS Stock Holding History

Cetera Investment Advisers’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	$6.32M	Buy	298,549 +463	+0.2%	+$9.88K	0.01%	1346
2025 Q4	$5.89M	Buy	298,086 +2,265	+0.8%	+$43.8K	0.01%	1355
2025 Q3	$5.7M	Buy	295,821 +11,502	+4%	+$219K	0.01%	1322
2025 Q2	$4.98M	Buy	284,319 +1,244	+0.4%	+$20.6K	0.01%	1191
2025 Q1	$4.86M	Buy	283,075 +177	+0.1%	+$3.22K	0.01%	1133
2024 Q4	$5.34M	Buy	282,898 +17,782	+7%	+$352K	0.01%	1006
2024 Q3	$4.92M	Buy	265,116 +2,181	+0.8%	+$38.6K	0.01%	1011
2024 Q2	$3.77M	Buy	+262,935	New	+$3.82M	0.01%	1156

Other funds holding PFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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