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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
Q3 		$653K Sell
29,495
-32
-0.1% -$759 0.13% 101
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

Other funds holding PFS

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Collective Family Office's PFS Position: Q3 2026 in Review

Collective Family Office reduced its Provident Financial Services (PFS) stake by 0.11% in Q3 2026, selling an estimated $759 and leaving 29,495 shares worth $653K. The position accounts for 0.13% of the portfolio, ranked #101.

Collective Family Office first reported a position in PFS in Q2 2024 and has held it in 10 quarters since. The position peaked at $698K in Q2 2026. 12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • Collective Family Office held 29,495 shares of Provident Financial Services worth $653K as of Q3 2026.
  • Collective Family Office sold 32 Provident Financial Services shares in Q3 2026, an estimated $759.
  • Provident Financial Services made up 0.13% of Collective Family Office's portfolio in Q3 2026, its #101 holding.
  • Collective Family Office first reported a position in Provident Financial Services in Q2 2024 and has held it in 10 quarters since.
  • Collective Family Office's Provident Financial Services position peaked at $698K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.