Evermay Wealth Management’s Provident Financial Services PFS Stock Holding History

Evermay Wealth 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
2026 Q2	$16.8K	Hold	709	–	–	﹤0.01%	460
2026 Q1	$15K	Hold	709	–	–	﹤0.01%	423
2025 Q4	$14K	Hold	709	–	–	﹤0.01%	418
2025 Q3	$13.7K	Hold	709	–	–	﹤0.01%	421
2025 Q2	$12.4K	Hold	709	–	–	﹤0.01%	425
2025 Q1	$12.2K	Hold	709	–	–	﹤0.01%	426
2024 Q4	$13.4K	Hold	709	–	–	﹤0.01%	410
2024 Q3	$13.2K	Hold	709	–	–	﹤0.01%	435
2024 Q2	$10.2K	Hold	709	–	–	﹤0.01%	452
2024 Q1	$10.3K	Hold	709	–	–	﹤0.01%	464
2023 Q4	$12.8K	Hold	709	–	–	﹤0.01%	429
2023 Q3	$10.8K	Hold	709	–	–	﹤0.01%	419
2023 Q2	$11.6K	Hold	709	–	–	﹤0.01%	412
2023 Q1	$13.6K	Hold	709	–	–	﹤0.01%	388
2022 Q4	$15.1K	Hold	709	–	–	﹤0.01%	383
2022 Q3	$14K	Hold	709	–	–	﹤0.01%	369
2022 Q2	$16K	Buy	+709	New	+$15.8K	﹤0.01%	356

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Evermay Wealth Management's PFS Position: Q2 2026 in Review

Evermay Wealth Management held its Provident Financial Services (PFS) position steady in Q2 2026 at 709 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Evermay Wealth Management first reported a position in PFS in Q2 2022 and has held it in 17 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Evermay Wealth Management held 709 shares of Provident Financial Services worth $16.8K as of Q2 2026.
Evermay Wealth Management left its Provident Financial Services share count unchanged in Q2 2026.
Provident Financial Services made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #460 holding.
Evermay Wealth Management first reported a position in Provident Financial Services in Q2 2022 and has held it in 17 quarters since.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.