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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
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

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

Collective Family Office's PFS Position: Q2 2026 in Review

Collective Family Office held its Provident Financial Services (PFS) position steady in Q2 2026 at 29,527 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #101.

Collective Family Office first reported a position in PFS in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Collective Family Office held 29,527 shares of Provident Financial Services worth $698K as of Q2 2026.
  • Collective Family Office left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.14% of Collective Family Office's portfolio in Q2 2026, its #101 holding.
  • Collective Family Office first reported a position in Provident Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.