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Choreo LLC’s Provident Financial Services PFS Stock Holding History

Choreo 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 		$345K Buy
16,296
+1,760
+12% +$37.6K ﹤0.01% 1163
2025
Q4 		$289K Buy
14,536
+2,463
+20% +$47.6K ﹤0.01% 1245
2025
Q3 		$233K Buy
12,073
+825
+7% +$15.7K ﹤0.01% 1374
2025
Q2 		$197K Buy
11,248
+1,146
+11% +$19K ﹤0.01% 1403
2025
Q1 		$173K Sell
10,102
-1,050
-9% -$19.1K ﹤0.01% 1329
2024
Q4 		$210K Sell
11,152
-637
-5% -$12.6K ﹤0.01% 1401
2024
Q3 		$211K Buy
+11,789
New +$208K ﹤0.01% 1445

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return