GI
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GAMMA Investing’s Provident Financial Services PFS Stock Holding History

GAMMA Investing’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 		$60.3K Buy
2,549
+88
+4% +$1.98K ﹤0.01% 2175
2026
Q1 		$52.1K Buy
2,461
+499
+25% +$10.6K ﹤0.01% 2149
2025
Q4 		$38.8K Buy
1,962
+195
+11% +$3.77K ﹤0.01% 2239
2025
Q3 		$34.1K Buy
1,767
+548
+45% +$10.5K ﹤0.01% 2229
2025
Q2 		$21.4K Sell
1,219
-286
-19% -$4.75K ﹤0.01% 2420
2025
Q1 		$25.8K Buy
1,505
+1,230
+447% +$22.4K ﹤0.01% 2235
2024
Q4 		$5.19K Buy
275
+185
+206% +$3.66K ﹤0.01% 2906
2024
Q3 		$1.67K Buy
+90
New +$1.59K ﹤0.01% 3121
2024
Q2 		– Sell
-224
Closed -$3.26K – 3499
2024
Q1 		$3.26K Buy
224
+80
+56% +$1.27K ﹤0.01% 2574
2023
Q4 		$2.38K Buy
+144
New +$2.26K ﹤0.01% 2522

Other funds holding PFS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return