Farther Finance Advisors’s Provident Financial Services PFS Stock Holding History

Farther Finance 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	$101K	Buy	4,754 +2	+0%	+$43	﹤0.01%	2502
2025 Q4	$93.8K	Buy	4,752 +705	+17%	+$13.6K	﹤0.01%	2385
2025 Q3	$78K	Buy	4,047 +4,044	+134,800%	+$77.1K	﹤0.01%	2180
2025 Q2	$53	Sell	3 -258	-99%	-$4.28K	﹤0.01%	4366
2025 Q1	$4.49K	Buy	261 +219	+521%	+$3.98K	﹤0.01%	3110
2024 Q4	$793	Hold	42	–	–	﹤0.01%	3321
2024 Q3	$780	Hold	42	–	–	﹤0.01%	3311
2024 Q2	$603	Buy	+42	New	+$610	﹤0.01%	3234
2024 Q1	–	Sell	-25	Closed	-$451	–	3704
2023 Q4	$451	Buy	+25	New	+$392	﹤0.01%	3004

Other funds holding PFS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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