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

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIBC Private Wealth Group's PFS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Provident Financial Services (PFS) stake by 98% in Q4 2025, selling an estimated $36.3K and leaving 31 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

CIBC Private Wealth Group first reported a position in PFS in Q1 2015 and has held it in 12 quarters since. The position peaked at $218K in Q3 2015. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

CIBC Private Wealth Group held 31 shares of Provident Financial Services worth $612 as of Q4 2025.
CIBC Private Wealth Group sold 1,879 Provident Financial Services shares in Q4 2025, an estimated $36.3K.
Provident Financial Services made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3009 holding.
CIBC Private Wealth Group first reported a position in Provident Financial Services in Q1 2015 and has held it in 12 quarters since.
CIBC Private Wealth Group's Provident Financial Services position peaked at $218K in Q3 2015.
286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.