Corient Private Wealth
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Corient Private Wealth’s Provident Financial Services PFS Stock Holding History

Corient Private Wealth’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
Q1 		$144K Sell
20,298
-19,436
-49% -$415K ﹤0.01% 2626
2025
Q4 		$785K Buy
39,734
+20,081
+102% +$388K ﹤0.01% 2023
2025
Q3 		$379K Sell
19,653
-35,322
-64% -$674K ﹤0.01% 1974
2025
Q2 		$964K Buy
54,975
+11,453
+26% +$190K ﹤0.01% 1379
2025
Q1 		$747K Sell
43,522
-13,873
-24% -$252K ﹤0.01% 1412
2024
Q4 		$829K Buy
57,395
+169
+0.3% +$3.34K ﹤0.01% 1388
2024
Q3 		$1.06M Buy
57,226
+1,710
+3% +$30.2K ﹤0.01% 1376
2024
Q2 		$797K Buy
55,516
+26,583
+92% +$386K ﹤0.01% 1418
2024
Q1 		$422K Buy
+28,933
New +$460K ﹤0.01% 1713

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