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
2026 Q2	$1.35K	Buy	+57	New	+$1.28K	﹤0.01%	4140
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	–	3453
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%	2907
2022 Q1	–	Sell	-58	Closed	-$1K	–	2739
2021 Q4	$1K	Buy	+58	New	+$1.42K	﹤0.01%	241

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Global Retirement Partners's PFS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Provident Financial Services (PFS) in Q2 2026: 57 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #4140 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFS as recently as Q4 2025.

Global Retirement Partners first reported a position in PFS in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.68K in Q4 2025. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Global Retirement Partners held 57 shares of Provident Financial Services worth $1.35K as of Q2 2026.
Provident Financial Services was a new Global Retirement Partners position in Q2 2026.
Provident Financial Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4140 holding.
Global Retirement Partners first reported a position in Provident Financial Services in Q4 2021 and has held it in 10 quarters since.
Global Retirement Partners's Provident Financial Services position peaked at $1.68K in Q4 2025.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.