CIBC Private Wealth Group
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CIBC Private Wealth Group’s Provident Financial Services PFS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$612 Sell
31
-1,879
-98% -$36.3K ﹤0.01% 3009
2025
Q3 		$36.8K Hold
1,910
– – ﹤0.01% 1925
2025
Q2 		$33.5K Hold
1,910
– – ﹤0.01% 1822
2025
Q1 		$28.6K Hold
1,910
– – ﹤0.01% 1851
2024
Q4 		$35.5K Hold
1,910
– – ﹤0.01% 1812
2024
Q3 		$35.5K Hold
1,910
– – ﹤0.01% 1903
2024
Q2 		$27.3K Buy
+1,910
New +$27.8K ﹤0.01% 1917
2022
Q3 		– Sell
-425
Closed -$9K – 1123
2022
Q2 		$9K Hold
425
– – ﹤0.01% 1070
2022
Q1 		$10K Buy
+425
New +$10.2K ﹤0.01% 1140
2015
Q4 		– Sell
-11,180
Closed -$218K – 596
2015
Q3 		$218K Hold
11,180
– – ﹤0.01% 591
2015
Q2 		$212K Sell
11,180
-199
-2% -$3.69K ﹤0.01% 606
2015
Q1 		$213K Buy
+11,379
New +$206K ﹤0.01% 607

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return