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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
Q3 		$112K Buy
5,044
+205
+4% +$4.86K ﹤0.01% 2774
2026
Q2 		$114K Buy
4,839
+85
+2% +$1.91K ﹤0.01% 2616
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 – 3697
2023
Q4 		$451 Buy
+25
New +$392 ﹤0.01% 3004

Other funds holding PFS

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's PFS Position: Q3 2026 in Review

Farther Finance Advisors increased its Provident Financial Services (PFS) stake by 4.2% in Q3 2026, buying an estimated $4.86K and bringing the position to 5,044 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Farther Finance Advisors first reported a position in PFS in Q4 2023 and has held it in 11 quarters since. The position peaked at $114K in Q2 2026. 12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • Farther Finance Advisors held 5,044 shares of Provident Financial Services worth $112K as of Q3 2026.
  • Farther Finance Advisors bought 205 Provident Financial Services shares in Q3 2026, an estimated $4.86K.
  • Provident Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2774 holding.
  • Farther Finance Advisors first reported a position in Provident Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Provident Financial Services position peaked at $114K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.