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IFP Advisors’s Provident Financial Services PFS Stock Holding History

IFP 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
2026
Q2 		$11.6K Hold
492
– – ﹤0.01% 3300
2026
Q1 		$10.4K Hold
492
– – ﹤0.01% 3131
2025
Q4 		$9.72K Hold
492
– – ﹤0.01% 3079
2025
Q3 		$9.49K Hold
492
– – ﹤0.01% 2931
2025
Q2 		$8.63K Buy
+492
New +$8.16K ﹤0.01% 3011
2025
Q1 		– Sell
-17,637
Closed -$333K – 4554
2024
Q4 		$333K Sell
17,637
-435
-2% -$8.6K 0.01% 901
2024
Q3 		$335K Sell
18,072
-198
-1% -$3.5K 0.01% 851
2024
Q2 		$262K Buy
18,270
+18
+0.1% +$262 0.01% 901
2024
Q1 		$266K Sell
18,252
-165
-0.9% -$2.62K 0.01% 861
2023
Q4 		$332K Buy
18,417
+704
+4% +$11K 0.02% 723
2023
Q3 		$271K Buy
+17,713
New +$300K 0.01% 826
2018
Q4 		– Sell
-178
Closed -$4K – 3781
2018
Q3 		$4K Hold
178
– – ﹤0.01% 3317
2018
Q2 		$5K Hold
178
– – ﹤0.01% 3275
2018
Q1 		$5K Hold
178
– – ﹤0.01% 3185
2017
Q4 		$5K Sell
178
-3,424
-95% -$93.1K ﹤0.01% 3232
2017
Q3 		$96K Buy
3,602
+139
+4% +$3.52K ﹤0.01% 1587
2017
Q2 		$88K Hold
3,463
– – ﹤0.01% 1601
2017
Q1 		$90K Hold
3,463
– – ﹤0.01% 1551
2016
Q4 		$98K Hold
3,463
– – ﹤0.01% 1472
2016
Q3 		$74K Buy
3,463
+178
+5% +$3.67K ﹤0.01% 1560
2016
Q2 		$65K Buy
+3,285
New +$65.4K ﹤0.01% 1603
2016
Q1 		– Sell
-3,443
Closed -$69K – 3120
2015
Q4 		$69K Buy
+3,443
New +$70.2K ﹤0.01% 1405

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

IFP Advisors's PFS Position: Q2 2026 in Review

IFP Advisors held its Provident Financial Services (PFS) position steady in Q2 2026 at 492 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

IFP Advisors first reported a position in PFS in Q4 2015 and has held it in 22 quarters since. The position peaked at $335K in Q3 2024. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • IFP Advisors held 492 shares of Provident Financial Services worth $11.6K as of Q2 2026.
  • IFP Advisors left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3300 holding.
  • IFP Advisors first reported a position in Provident Financial Services in Q4 2015 and has held it in 22 quarters since.
  • IFP Advisors's Provident Financial Services position peaked at $335K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.