Connor, Clark & Lunn Investment Management (CC&L)’s Provident Financial Services PFS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q3	–	Sell	-11,312	Closed	-$198K	–	1675
2025 Q2	$198K	Buy	+11,312	New	+$188K	﹤0.01%	1420
2024 Q3	–	Sell	-22,479	Closed	-$323K	–	1592
2024 Q2	$323K	Sell	22,479 -108,398	-83%	-$1.58M	﹤0.01%	1166
2024 Q1	$1.91M	Sell	130,877 -9,396	-7%	-$149K	0.01%	686
2023 Q4	$2.53M	Buy	140,273 +31,232	+29%	+$490K	0.01%	610
2023 Q3	$1.67M	Buy	109,041 +47,217	+76%	+$800K	0.01%	667
2023 Q2	$1.01M	Buy	+61,824	New	+$1.05M	0.01%	793
2022 Q1	–	Sell	-11,455	Closed	-$277K	–	1170
2021 Q4	$277K	Buy	+11,455	New	+$281K	﹤0.01%	906
2021 Q2	–	Sell	-15,522	Closed	-$346K	–	1069
2021 Q1	$346K	Buy	+15,522	New	+$317K	﹤0.01%	841
2017 Q1	–	Sell	-21,875	Closed	-$619K	–	986
2016 Q4	$619K	Buy	+21,875	New	+$545K	﹤0.01%	563

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PFS Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Provident Financial Services (PFS) in Q3 2025, closing a stake of 11,312 shares — an estimated $198K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PFS in Q4 2016 and held it in 9 quarters. The position peaked at $2.53M in Q4 2023. 274 funds tracked by Wall St. Rank hold PFS as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Provident Financial Services position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 11,312 Provident Financial Services shares in Q3 2025, an estimated $198K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Provident Financial Services in Q4 2016 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Provident Financial Services position peaked at $2.53M in Q4 2023.
274 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.