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Dogwood Wealth Management’s Provident Financial Services PFS Stock Holding History

Dogwood Wealth Management’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
Q4 		– Sell
-116
Closed -$2.24K – 808
2025
Q3 		$2.24K Buy
+116
New +$2.21K ﹤0.01% 511

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dogwood Wealth Management's PFS Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Provident Financial Services (PFS) in Q4 2025, closing a stake of 116 shares — an estimated $2.24K sold.

Dogwood Wealth Management first reported a position in PFS in Q3 2025 and held it in 1 quarter. The position peaked at $2.24K in Q3 2025. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Provident Financial Services position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 116 Provident Financial Services shares in Q4 2025, an estimated $2.24K.
  • Dogwood Wealth Management first reported a position in Provident Financial Services in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Provident Financial Services position peaked at $2.24K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.