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IEQ Capital’s Provident Financial Services PFS Stock Holding History

IEQ Capital’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 		$1.24M Sell
52,636
-12,289
-19% -$276K 0.01% 1013
2026
Q1 		$1.37M Buy
64,925
+9,473
+17% +$202K 0.01% 914
2025
Q4 		$1.1M Sell
55,452
-3,030
-5% -$58.6K ﹤0.01% 1015
2025
Q3 		$1.13M Sell
58,482
-9,645
-14% -$184K ﹤0.01% 966
2025
Q2 		$1.19M Buy
68,127
+55,832
+454% +$926K 0.01% 801
2025
Q1 		$211K Sell
12,295
-360
-3% -$6.54K ﹤0.01% 1354
2024
Q4 		$239K Buy
12,655
+2,378
+23% +$47K ﹤0.01% 1120
2024
Q3 		$191K Buy
+10,277
New +$182K ﹤0.01% 1067

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
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

IEQ Capital's PFS Position: Q2 2026 in Review

IEQ Capital reduced its Provident Financial Services (PFS) stake by 19% in Q2 2026, selling an estimated $276K and leaving 52,636 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1013.

IEQ Capital first reported a position in PFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2026. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • IEQ Capital held 52,636 shares of Provident Financial Services worth $1.24M as of Q2 2026.
  • IEQ Capital sold 12,289 Provident Financial Services shares in Q2 2026, an estimated $276K.
  • Provident Financial Services made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1013 holding.
  • IEQ Capital first reported a position in Provident Financial Services in Q3 2024 and has held it in 8 quarters since.
  • IEQ Capital's Provident Financial Services position peaked at $1.37M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.