EWA
PFS icon

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

EverSource 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 		$11.1K Sell
469
-1,049
-69% -$23.6K ﹤0.01% 2848
2026
Q1 		$32.1K Sell
1,518
-163
-10% -$3.48K ﹤0.01% 2208
2025
Q4 		$33.2K Sell
1,681
-108
-6% -$2.09K ﹤0.01% 2029
2025
Q3 		$34.5K Buy
1,789
+241
+16% +$4.6K ﹤0.01% 1974
2025
Q2 		$27.1K Buy
1,548
+1,210
+358% +$20.1K ﹤0.01% 2054
2025
Q1 		$5.8K Buy
338
+29
+9% +$527 ﹤0.01% 2423
2024
Q4 		$5.83K Buy
309
+53
+21% +$1.05K ﹤0.01% 2276
2024
Q3 		$4.75K Hold
256
– – ﹤0.01% 2244
2024
Q2 		$4.75K Sell
256
-37
-13% -$538 ﹤0.01% 2237
2024
Q1 		$4.3K Buy
+293
New +$4.66K ﹤0.01% 2117
2023
Q4 		– Sell
-716
Closed -$10.9K – 2720
2023
Q3 		$10.9K Sell
716
-76
-10% -$1.29K ﹤0.01% 1387
2023
Q2 		$12.9K Buy
792
+702
+780% +$11.9K ﹤0.01% 1331
2023
Q1 		$1.73K Sell
90
-147
-62% -$3.25K ﹤0.01% 1978
2022
Q4 		$5.05K Sell
237
-412
-63% -$8.85K ﹤0.01% 1592
2022
Q3 		$13K Hold
649
– – ﹤0.01% 1051
2022
Q2 		$14K Hold
649
– – ﹤0.01% 939
2022
Q1 		$15K Hold
649
– – ﹤0.01% 819
2021
Q4 		$15K Buy
+649
New +$15.9K ﹤0.01% 806

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

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

EverSource Wealth Advisors reduced its Provident Financial Services (PFS) stake by 69% in Q2 2026, selling an estimated $23.6K and leaving 469 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

EverSource Wealth Advisors first reported a position in PFS in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.5K in Q3 2025. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • EverSource Wealth Advisors held 469 shares of Provident Financial Services worth $11.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,049 Provident Financial Services shares in Q2 2026, an estimated $23.6K.
  • Provident Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2848 holding.
  • EverSource Wealth Advisors first reported a position in Provident Financial Services in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Provident Financial Services position peaked at $34.5K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.