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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
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 $5.7T 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