Integrated Wealth Concepts’s Provident Financial Services PFS Stock Holding History

Integrated Wealth Concepts’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	$8.91K	Buy	+377	New	+$8.47K	﹤0.01%	4634

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

Integrated Wealth Concepts's PFS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Provident Financial Services (PFS) in Q2 2026: 377 shares worth $8.91K. The stake represents ﹤0.01% of the portfolio and ranks #4634 among its holdings.

315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Integrated Wealth Concepts held 377 shares of Provident Financial Services worth $8.91K as of Q2 2026.
Provident Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
Provident Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4634 holding.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.