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Index Fund Advisors’s Provident Financial Services PFS Stock Holding History

Index Fund 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
2024
Q2 		– Sell
-11,747
Closed -$171K – 100
2024
Q1 		$171K Hold
11,747
– – 0.01% 93
2023
Q4 		$212K Hold
11,747
– – 0.01% 87
2023
Q3 		$180K Hold
11,747
– – 0.01% 96
2023
Q2 		$192K Hold
11,747
– – 0.01% 83
2023
Q1 		$225K Hold
11,747
– – 0.02% 82
2022
Q4 		$251K Sell
11,747
-4,258
-27% -$91.4K 0.02% 71
2022
Q3 		$312K Hold
16,005
– – 0.02% 67
2022
Q2 		$356K Sell
16,005
-2,357
-13% -$52.7K 0.03% 62
2022
Q1 		$430K Hold
18,362
– – 0.03% 61
2021
Q4 		$445K Buy
+18,362
New +$450K 0.03% 64

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Index Fund Advisors's PFS Position: Q2 2024 in Review

Index Fund Advisors sold out of Provident Financial Services (PFS) in Q2 2024, closing a stake of 11,747 shares — an estimated $171K sold.

Index Fund Advisors first reported a position in PFS in Q4 2021 and held it in 10 quarters. The position peaked at $445K in Q4 2021. 252 funds tracked by Wall St. Rank hold PFS as of Q2 2024.

  • Index Fund Advisors reported no remaining Provident Financial Services position as of Q2 2024 after selling out during the quarter.
  • Index Fund Advisors sold 11,747 Provident Financial Services shares in Q2 2024, an estimated $171K.
  • Index Fund Advisors first reported a position in Provident Financial Services in Q4 2021 and held it in 10 quarters.
  • Index Fund Advisors's Provident Financial Services position peaked at $445K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2024.

Based on Index Fund Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.