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Flywheel Private Wealth’s Provident Financial Services PFS Stock Holding History

Flywheel Private Wealth’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 		$236K Hold
10,000
– – 0.12% 97
2026
Q1 		$212K Buy
+10,000
New +$213K 0.12% 102

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SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Flywheel Private Wealth's PFS Position: Q2 2026 in Review

Flywheel Private Wealth held its Provident Financial Services (PFS) position steady in Q2 2026 at 10,000 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #97.

Flywheel Private Wealth first reported a position in PFS in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Flywheel Private Wealth held 10,000 shares of Provident Financial Services worth $236K as of Q2 2026.
  • Flywheel Private Wealth left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.12% of Flywheel Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Flywheel Private Wealth first reported a position in Provident Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.