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Edgestream Partners’s Provident Financial Services PFS Stock Holding History

Edgestream Partners’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 		$7.1M Buy
+300,346
New +$6.75M 0.21% 149
2025
Q4 		– Sell
-201,462
Closed -$3.88M – 1100
2025
Q3 		$3.88M Sell
201,462
-48,251
-19% -$920K 0.11% 341
2025
Q2 		$4.38M Buy
+249,713
New +$4.14M 0.12% 329

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

Edgestream Partners's PFS Position: Q2 2026 in Review

Edgestream Partners opened a new position in Provident Financial Services (PFS) in Q2 2026: 300,346 shares worth $7.1M. The stake represents 0.21% of the portfolio and ranks #149 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PFS as recently as Q3 2025.

Edgestream Partners first reported a position in PFS in Q2 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Edgestream Partners held 300,346 shares of Provident Financial Services worth $7.1M as of Q2 2026.
  • Provident Financial Services was a new Edgestream Partners position in Q2 2026.
  • Provident Financial Services made up 0.21% of Edgestream Partners's portfolio in Q2 2026, its #149 holding.
  • Edgestream Partners first reported a position in Provident Financial Services in Q2 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.