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Covestor’s Provident Financial Services PFS Stock Holding History

Covestor’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 		$148K Buy
6,236
+5,736
+1,147% +$129K 0.09% 198
2026
Q1 		$10K Buy
500
+31
+7% +$662 0.01% 1417
2025
Q4 		$9K Buy
469
+9
+2% +$174 ﹤0.01% 1644
2025
Q3 		$9K Sell
460
-204
-31% -$3.89K 0.01% 1679
2025
Q2 		$11K Buy
664
+626
+1,647% +$10.4K 0.01% 1548
2025
Q1 		$1K Buy
38
+21
+124% +$382 ﹤0.01% 2067
2024
Q4 		$0 Sell
17
-10
-37% -$198 ﹤0.01% 2609
2024
Q3 		$1K Sell
27
-97
-78% -$1.72K ﹤0.01% 2067
2024
Q2 		$2K Sell
124
-339
-73% -$4.93K ﹤0.01% 1877
2024
Q1 		$7K Sell
463
-13
-3% -$207 ﹤0.01% 1743
2023
Q4 		$9K Buy
476
+88
+23% +$1.38K 0.01% 1653
2023
Q3 		$6K Buy
388
+9
+2% +$152 ﹤0.01% 1692
2023
Q2 		$6K Buy
379
+352
+1,304% +$5.99K ﹤0.01% 1684
2023
Q1 		$1K Sell
27
-1
-4% -$22 ﹤0.01% 1887
2022
Q4 		$1K Sell
28
-2
-7% -$43 ﹤0.01% 1916
2022
Q3 		$1K Sell
30
-94
-76% -$2.19K ﹤0.01% 1839
2022
Q2 		$3K Sell
124
-10
-7% -$224 ﹤0.01% 1540
2022
Q1 		$3K Buy
134
+11
+9% +$265 ﹤0.01% 1619
2021
Q4 		$3K Buy
+123
New +$3.01K ﹤0.01% 1486

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

Covestor's PFS Position: Q2 2026 in Review

Covestor increased its Provident Financial Services (PFS) stake by 1,147% in Q2 2026, buying an estimated $129K and bringing the position to 6,236 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #198.

Covestor first reported a position in PFS in Q4 2021 and has held it in 19 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Covestor held 6,236 shares of Provident Financial Services worth $148K as of Q2 2026.
  • Covestor bought 5,736 Provident Financial Services shares in Q2 2026, an estimated $129K.
  • Provident Financial Services made up 0.09% of Covestor's portfolio in Q2 2026, its #198 holding.
  • Covestor first reported a position in Provident Financial Services in Q4 2021 and has held it in 19 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.