Creative Planning
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Creative Planning’s Provident Financial Services PFS Stock Holding History

Creative Planning’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 		$965K Buy
45,611
+402
+0.9% +$8.58K ﹤0.01% 2495
2025
Q4 		$893K Sell
45,209
-740
-2% -$14.3K ﹤0.01% 2374
2025
Q3 		$886K Buy
45,949
+3,413
+8% +$65.1K ﹤0.01% 2215
2025
Q2 		$746K Sell
42,536
-1,309
-3% -$21.7K ﹤0.01% 2101
2025
Q1 		$753K Sell
43,845
-686
-2% -$12.5K ﹤0.01% 1949
2024
Q4 		$840K Sell
44,531
-14,514
-25% -$287K ﹤0.01% 1781
2024
Q3 		$1.1M Sell
59,045
-9,163
-13% -$162K ﹤0.01% 1449
2024
Q2 		$979K Buy
68,208
+12,499
+22% +$182K ﹤0.01% 1412
2024
Q1 		$812K Buy
55,709
+423
+0.8% +$6.72K ﹤0.01% 1495
2023
Q4 		$997K Sell
55,286
-35,605
-39% -$558K ﹤0.01% 1235
2023
Q3 		$1.39M Buy
+90,891
New +$1.54M ﹤0.01% 1012
2023
Q2 		– Sell
-14,943
Closed -$287K – 2782
2023
Q1 		$287K Sell
14,943
-7
-0% -$155 ﹤0.01% 1856
2022
Q4 		$319K Buy
14,950
+2,331
+18% +$50.1K ﹤0.01% 1684
2022
Q3 		$246K Hold
12,619
– – ﹤0.01% 1772
2022
Q2 		$281K Sell
12,619
-4,016
-24% -$89.8K ﹤0.01% 1659
2022
Q1 		$389K Buy
+16,635
New +$400K ﹤0.01% 1468
2018
Q1 		– Sell
-52,136
Closed -$1.41M – 2094
2017
Q4 		$1.41M Buy
52,136
+136
+0.3% +$3.7K 0.01% 567
2017
Q3 		$1.39M Hold
52,000
– – 0.01% 573
2017
Q2 		$1.32M Hold
52,000
– – 0.01% 573
2017
Q1 		$1.34M Hold
52,000
– – 0.01% 562
2016
Q4 		$1.47M Hold
52,000
– – 0.01% 496
2016
Q3 		$1.1M Hold
52,000
– – 0.01% 560
2016
Q2 		$1.02M Sell
52,000
-1,156
-2% -$23K 0.01% 516
2016
Q1 		$1.07M Hold
53,156
– – 0.01% 480
2015
Q4 		$1.07M Buy
53,156
+1,156
+2% +$23.6K 0.01% 485
2015
Q3 		$1.01M Hold
52,000
– – 0.01% 473
2015
Q2 		$987K Buy
+52,000
New +$963K 0.01% 475

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's PFS Position: Q1 2026 in Review

Creative Planning increased its Provident Financial Services (PFS) stake by 0.89% in Q1 2026, buying an estimated $8.58K and bringing the position to 45,611 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Creative Planning first reported a position in PFS in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.47M in Q4 2016. 304 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

  • Creative Planning held 45,611 shares of Provident Financial Services worth $965K as of Q1 2026.
  • Creative Planning bought 402 Provident Financial Services shares in Q1 2026, an estimated $8.58K.
  • Provident Financial Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2495 holding.
  • Creative Planning first reported a position in Provident Financial Services in Q2 2015 and has held it in 27 quarters since.
  • Creative Planning's Provident Financial Services position peaked at $1.47M in Q4 2016.
  • 304 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.