Financial Consulate’s Provident Financial Services PFS Stock Holding History

Financial Consulate’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	$200	Buy	+9	New	+$213	﹤0.01%	1688

Other funds holding PFS

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Financial Consulate's PFS Position: Q3 2026 in Review

Financial Consulate opened a new position in Provident Financial Services (PFS) in Q3 2026: 9 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

59 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Financial Consulate held 9 shares of Provident Financial Services worth $200 as of Q3 2026.
Provident Financial Services was a new Financial Consulate position in Q3 2026.
Provident Financial Services made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1688 holding.
59 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.