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Haverford Trust Company’s Provident Financial Services PFS Stock Holding History

Haverford Trust Company’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
Q1 		– Sell
-10,071
Closed -$190K – 396
2024
Q4 		$190K Hold
10,071
– – ﹤0.01% 383
2024
Q3 		$187K Buy
+10,071
New +$178K ﹤0.01% 405

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Haverford Trust Company's PFS Position: Q1 2025 in Review

Haverford Trust Company sold out of Provident Financial Services (PFS) in Q1 2025, closing a stake of 10,071 shares — an estimated $190K sold.

Haverford Trust Company first reported a position in PFS in Q3 2024 and held it in 2 quarters. The position peaked at $190K in Q4 2024. 251 funds tracked by Wall St. Rank hold PFS as of Q1 2025.

  • Haverford Trust Company reported no remaining Provident Financial Services position as of Q1 2025 after selling out during the quarter.
  • Haverford Trust Company sold 10,071 Provident Financial Services shares in Q1 2025, an estimated $190K.
  • Haverford Trust Company first reported a position in Provident Financial Services in Q3 2024 and held it in 2 quarters.
  • Haverford Trust Company's Provident Financial Services position peaked at $190K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2025.

Based on Haverford Trust Company's 13F filing for Q1 2025, filed 14 May 2025.