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

JFS 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
2026 Q2	$473	Buy	+20	New	+$449	﹤0.01%	1963
2024 Q2	–	Sell	-1	Closed	-$15	–	2029
2024 Q1	$15	Sell	1 -1	-50%	-$16	﹤0.01%	1999
2023 Q4	$37	Sell	2 -3	-60%	-$47	﹤0.01%	1984
2023 Q3	$77	Buy	5 +3	+150%	+$51	﹤0.01%	1916
2023 Q2	$33	Sell	2 -4	-67%	-$68	﹤0.01%	1962
2023 Q1	$116	Sell	6 -1	-14%	-$22	﹤0.01%	1878
2022 Q4	$150	Buy	7 +2	+40%	+$43	﹤0.01%	1852
2022 Q3	$0	Buy	+5	New	+$117	﹤0.01%	1875

Other funds holding PFS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

JFS Wealth Advisors's PFS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Provident Financial Services (PFS) in Q2 2026: 20 shares worth $473. The stake represents ﹤0.01% of the portfolio and ranks #1963 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PFS as recently as Q1 2024.

JFS Wealth Advisors first reported a position in PFS in Q3 2022 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

JFS Wealth Advisors held 20 shares of Provident Financial Services worth $473 as of Q2 2026.
Provident Financial Services was a new JFS Wealth Advisors position in Q2 2026.
Provident Financial Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1963 holding.
JFS Wealth Advisors first reported a position in Provident Financial Services in Q3 2022 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.