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CIBC World Markets’s Provident Financial Services PFS Stock Holding History

CIBC World Markets’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
Q2 		$278K Sell
15,879
-12,060
-43% -$200K ﹤0.01% 1131
2025
Q1 		$480K Buy
27,939
+16,156
+137% +$294K ﹤0.01% 1033
2024
Q4 		$222K Buy
+11,783
New +$233K ﹤0.01% 1078

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

CIBC World Markets's PFS Position: Q2 2025 in Review

CIBC World Markets reduced its Provident Financial Services (PFS) stake by 43% in Q2 2025, selling an estimated $200K and leaving 15,879 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

CIBC World Markets first reported a position in PFS in Q4 2024 and has held it in 3 quarters since. The position peaked at $480K in Q1 2025. 270 funds tracked by Wall St. Rank hold PFS as of Q2 2025.

  • CIBC World Markets held 15,879 shares of Provident Financial Services worth $278K as of Q2 2025.
  • CIBC World Markets sold 12,060 Provident Financial Services shares in Q2 2025, an estimated $200K.
  • Provident Financial Services made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1131 holding.
  • CIBC World Markets first reported a position in Provident Financial Services in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Provident Financial Services position peaked at $480K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.