GRP
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Global Retirement Partners’s Provident Financial Services PFS Stock Holding History

Global Retirement Partners’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
Q4 		$1.68K Hold
85
– – ﹤0.01% 3777
2025
Q3 		$1.64K Hold
85
– – ﹤0.01% 3381
2025
Q2 		$1.49K Buy
+85
New +$1.41K ﹤0.01% 3341
2024
Q4 		$736 Hold
39
– – ﹤0.01% 3337
2024
Q3 		$724 Buy
39
+11
+39% +$194 ﹤0.01% 3214
2024
Q2 		$402 Buy
+28
New +$407 ﹤0.01% 3331
2023
Q4 		– Sell
-12
Closed -$181 – 3454
2023
Q3 		$181 Buy
+12
New +$203 ﹤0.01% 3123
2022
Q4 		– Sell
-14
Closed – – 3074
2022
Q3 		$0 Buy
+14
New +$327 ﹤0.01% 2908
2022
Q1 		– Sell
-58
Closed -$1K – 2740
2021
Q4 		$1K Buy
+58
New +$1.42K ﹤0.01% 241

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State Street
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Wellington Management Group
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Geode Capital Management
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American Century Companies
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SFM
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Charles Schwab
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return