Hillsdale Investment Management’s Provident Financial Services PFS Stock Holding History

Hillsdale Investment 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 Q2	–	Sell	-3,100	Closed	-$65.6K	–	735
2026 Q1	$65.6K	Hold	3,100	–	–	﹤0.01%	598
2025 Q4	$61.2K	Hold	3,100	–	–	﹤0.01%	532
2025 Q3	$59.8K	Buy	3,100 +900	+41%	+$17.2K	﹤0.01%	504
2025 Q2	$38.6K	Buy	+2,200	New	+$36.5K	﹤0.01%	492
2022 Q3	–	Sell	-24,300	Closed	-$541K	–	593
2022 Q2	$541K	Sell	24,300 -5,000	-17%	-$112K	0.04%	317
2022 Q1	$686K	Sell	29,300 -4,000	-12%	-$96.2K	0.04%	310
2021 Q4	$807K	Sell	33,300 -15,000	-31%	-$367K	0.05%	286
2021 Q3	$1.13M	Hold	48,300	–	–	0.09%	197
2021 Q2	$1.11M	Sell	48,300 -2,000	-4%	-$48.3K	0.09%	216
2021 Q1	$1.12M	Buy	+50,300	New	+$1.03M	0.09%	224
2019 Q3	–	Sell	-105,600	Closed	-$2.56M	–	666
2019 Q2	$2.56M	Buy	105,600 +10,800	+11%	+$274K	0.25%	91
2019 Q1	$2.45M	Buy	94,800 +74,400	+365%	+$1.95M	0.22%	86
2018 Q4	$492K	Buy	+20,400	New	+$494K	0.06%	203

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

Hillsdale Investment Management's PFS Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Provident Financial Services (PFS) in Q2 2026, closing a stake of 3,100 shares — an estimated $65.6K sold.

Hillsdale Investment Management first reported a position in PFS in Q4 2018 and held it in 13 quarters. The position peaked at $2.56M in Q2 2019. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Hillsdale Investment Management reported no remaining Provident Financial Services position as of Q2 2026 after selling out during the quarter.
Hillsdale Investment Management sold 3,100 Provident Financial Services shares in Q2 2026, an estimated $65.6K.
Hillsdale Investment Management first reported a position in Provident Financial Services in Q4 2018 and held it in 13 quarters.
Hillsdale Investment Management's Provident Financial Services position peaked at $2.56M in Q2 2019.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.