GWM
PFS icon

Gilpin Wealth Management’s Provident Financial Services PFS Stock Holding History

Gilpin Wealth 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
2026
Q3 		$532 Hold
24
– – ﹤0.01% 817
2026
Q2 		$568 Hold
24
– – ﹤0.01% 634
2026
Q1 		$508 Buy
24
+15
+167% +$320 ﹤0.01% 611
2025
Q4 		$178 Buy
+9
New +$174 ﹤0.01% 691

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's PFS Position: Q3 2026 in Review

Gilpin Wealth Management held its Provident Financial Services (PFS) position steady in Q3 2026 at 24 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Gilpin Wealth Management first reported a position in PFS in Q4 2025 and has held it in 4 quarters since. The position peaked at $568 in Q2 2026. 12 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • Gilpin Wealth Management held 24 shares of Provident Financial Services worth $532 as of Q3 2026.
  • Gilpin Wealth Management left its Provident Financial Services share count unchanged in Q3 2026.
  • Provident Financial Services made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #817 holding.
  • Gilpin Wealth Management first reported a position in Provident Financial Services in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Provident Financial Services position peaked at $568 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.