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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$562K Buy
23,778
+718
+3% +$16.1K ﹤0.01% 976
2026
Q1 		$488K Buy
23,060
+183
+0.8% +$3.9K ﹤0.01% 906
2025
Q4 		$452K Buy
+22,877
New +$442K ﹤0.01% 932
2025
Q2 		$438K Buy
24,997
+1,123
+5% +$18.6K ﹤0.01% 834
2025
Q1 		$410K Buy
23,874
+10,417
+77% +$189K ﹤0.01% 781
2024
Q4 		$254K Buy
13,457
+2,074
+18% +$41K ﹤0.01% 944
2024
Q3 		$211K Buy
+11,383
New +$201K ﹤0.01% 1023

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

EP Wealth Advisors's PFS Position: Q2 2026 in Review

EP Wealth Advisors increased its Provident Financial Services (PFS) stake by 3.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 23,778 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

EP Wealth Advisors first reported a position in PFS in Q3 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • EP Wealth Advisors held 23,778 shares of Provident Financial Services worth $562K as of Q2 2026.
  • EP Wealth Advisors bought 718 Provident Financial Services shares in Q2 2026, an estimated $16.1K.
  • Provident Financial Services made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #976 holding.
  • EP Wealth Advisors first reported a position in Provident Financial Services in Q3 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.