CFO
PFS icon

Collective Family Office’s Provident Financial Services PFS Stock Holding History

Collective Family Office’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 		$698K Hold
29,527
– – 0.14% 101
2026
Q1 		$625K Hold
29,527
– – 0.14% 97
2025
Q4 		$583K Sell
29,527
-881
-3% -$17K 0.13% 104
2025
Q3 		$586K Hold
30,408
– – 0.14% 105
2025
Q2 		$533K Buy
30,408
+50
+0.2% +$830 0.14% 107
2025
Q1 		$521K Hold
30,358
– – 0.14% 104
2024
Q4 		$573K Sell
30,358
-6,960
-19% -$138K 0.16% 100
2024
Q3 		$693K Buy
37,318
+131
+0.4% +$2.32K 0.19% 92
2024
Q2 		$534K Buy
+37,187
New +$541K 0.16% 110

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BIAS
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OLA
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MAG
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FCBT
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HWAM
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BWM
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GI
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