Everence Capital Management’s Provident Financial Services PFS Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-14,020	Closed	-$260K	–	979
2024 Q3	$260K	Hold	14,020	–	–	0.02%	646
2024 Q2	$206	Hold	14,020	–	–	0.01%	673
2024 Q1	$204	Hold	14,020	–	–	0.01%	710
2023 Q4	$253K	Buy	+14,020	New	+$220K	0.02%	616
2023 Q3	–	Sell	-14,360	Closed	-$228K	–	782
2023 Q2	$228K	Hold	14,360	–	–	0.02%	611
2023 Q1	$275	Hold	14,360	–	–	0.02%	572
2022 Q4	$307	Hold	14,360	–	–	0.03%	533
2022 Q3	$280K	Hold	14,360	–	–	0.03%	535
2022 Q2	$320K	Hold	14,360	–	–	0.03%	496
2022 Q1	$336K	Buy	14,360 +4,930	+52%	+$119K	0.03%	526
2021 Q4	$228K	Hold	9,430	–	–	0.02%	691
2021 Q3	$221K	Hold	9,430	–	–	0.02%	665
2021 Q2	$216K	Hold	9,430	–	–	0.02%	675
2021 Q1	$210K	Buy	+9,430	New	+$193K	0.02%	676
2020 Q1	–	Sell	-9,430	Closed	-$232K	–	674
2019 Q4	$232K	Hold	9,430	–	–	0.03%	565
2019 Q3	$231K	Hold	9,430	–	–	0.04%	516
2019 Q2	$229K	Hold	9,430	–	–	0.04%	511
2019 Q1	$244K	Buy	+9,430	New	+$247K	0.04%	476

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Everence Capital Management's PFS Position: Q4 2024 in Review

Everence Capital Management sold out of Provident Financial Services (PFS) in Q4 2024, closing a stake of 14,020 shares — an estimated $260K sold.

Everence Capital Management first reported a position in PFS in Q1 2019 and held it in 18 quarters. The position peaked at $336K in Q1 2022. 256 funds tracked by Wall St. Rank hold PFS as of Q4 2024.

Everence Capital Management reported no remaining Provident Financial Services position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 14,020 Provident Financial Services shares in Q4 2024, an estimated $260K.
Everence Capital Management first reported a position in Provident Financial Services in Q1 2019 and held it in 18 quarters.
Everence Capital Management's Provident Financial Services position peaked at $336K in Q1 2022.
256 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.