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Forum Financial Management’s Provident Financial Services PFS Stock Holding History

Forum Financial Management’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
2025
Q1 		– Sell
-13,845
Closed -$261K – 918
2024
Q4 		$261K Buy
13,845
+2,176
+19% +$43K ﹤0.01% 697
2024
Q3 		$217K Buy
+11,669
New +$206K ﹤0.01% 686

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forum Financial Management's PFS Position: Q1 2025 in Review

Forum Financial Management sold out of Provident Financial Services (PFS) in Q1 2025, closing a stake of 13,845 shares — an estimated $261K sold.

Forum Financial Management first reported a position in PFS in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 251 funds tracked by Wall St. Rank hold PFS as of Q1 2025.

  • Forum Financial Management reported no remaining Provident Financial Services position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 13,845 Provident Financial Services shares in Q1 2025, an estimated $261K.
  • Forum Financial Management first reported a position in Provident Financial Services in Q3 2024 and held it in 2 quarters.
  • Forum Financial Management's Provident Financial Services position peaked at $261K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.