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
Q3 		$71.5K Buy
3,230
+681
+27% +$16.2K ﹤0.01% 2125
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

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's PFS Position: Q3 2026 in Review

GAMMA Investing increased its Provident Financial Services (PFS) stake by 27% in Q3 2026, buying an estimated $16.2K and bringing the position to 3,230 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

GAMMA Investing first reported a position in PFS in Q4 2023 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • GAMMA Investing held 3,230 shares of Provident Financial Services worth $71.5K as of Q3 2026.
  • GAMMA Investing bought 681 Provident Financial Services shares in Q3 2026, an estimated $16.2K.
  • Provident Financial Services made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2125 holding.
  • GAMMA Investing first reported a position in Provident Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.