IWA
PFS icon

IBEX Wealth Advisors’s Provident Financial Services PFS Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-11,195
Closed -$196K – 216
2025
Q2 		$196K Hold
11,195
– – 0.02% 189
2025
Q1 		$192K Hold
11,195
– – 0.03% 118
2024
Q4 		$211K Buy
+11,195
New +$221K 0.02% 198
2024
Q3 		– Sell
-11,195
Closed -$161K – 224
2024
Q2 		$161K Buy
+11,195
New +$163K 0.03% 137

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's PFS Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Provident Financial Services (PFS) in Q3 2025, closing a stake of 11,195 shares — an estimated $196K sold.

IBEX Wealth Advisors first reported a position in PFS in Q2 2024 and held it in 4 quarters. The position peaked at $211K in Q4 2024. 273 funds tracked by Wall St. Rank hold PFS as of Q3 2025.

  • IBEX Wealth Advisors reported no remaining Provident Financial Services position as of Q3 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 11,195 Provident Financial Services shares in Q3 2025, an estimated $196K.
  • IBEX Wealth Advisors first reported a position in Provident Financial Services in Q2 2024 and held it in 4 quarters.
  • IBEX Wealth Advisors's Provident Financial Services position peaked at $211K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.