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EP Wealth Advisors’s Provident Financial Services PFS Stock Holding History

EP Wealth Advisors’s Portfolio PFS Stock Details PFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$438K Buy
24,997
+1,123
+5% +$19.7K ﹤0.01% 834
2025
Q1 		$410K Buy
23,874
+10,417
+77% +$179K ﹤0.01% 781
2024
Q4 		$254K Buy
13,457
+2,074
+18% +$39.1K ﹤0.01% 944
2024
Q3 		$211K Buy
+11,383
New +$211K ﹤0.01% 1023