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Clearstead Advisors’s Provident Financial Services PFS Stock Holding History

Clearstead Advisors’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
Q2 		$1.75K Buy
+74
New +$1.66K ﹤0.01% 2524
2025
Q4 		– Sell
-94
Closed -$1.81K – 3134
2025
Q3 		$1.81K Buy
+94
New +$1.79K ﹤0.01% 2474

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Clearstead Advisors's PFS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Provident Financial Services (PFS) in Q2 2026: 74 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #2524 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PFS as recently as Q3 2025.

Clearstead Advisors first reported a position in PFS in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.81K in Q3 2025. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Clearstead Advisors held 74 shares of Provident Financial Services worth $1.75K as of Q2 2026.
  • Provident Financial Services was a new Clearstead Advisors position in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2524 holding.
  • Clearstead Advisors first reported a position in Provident Financial Services in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Provident Financial Services position peaked at $1.81K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.