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

Ledgewood 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 Q3	$14.8M	Sell	670,112 -8,000	-1%	-$190K	8.18%	2
2026 Q2	$16M	Hold	678,112	–	–	8.51%	2
2026 Q1	$14.3M	Hold	678,112	–	–	8.08%	2
2025 Q4	$13.4M	Sell	678,112 -1,900	-0.3%	-$36.7K	7.71%	2
2025 Q3	$13.1M	Hold	680,012	–	–	7.76%	3
2025 Q2	$11.9M	Hold	680,012	–	–	7.51%	3
2025 Q1	$11.7M	Hold	680,012	–	–	7.53%	3
2024 Q4	$12.8M	Buy	680,012 +19,171	+3%	+$379K	8.28%	3
2024 Q3	$12.3M	Buy	660,841 +12,096	+2%	+$214K	8.26%	3
2024 Q2	$9.31M	Buy	648,745 +9,596	+2%	+$139K	8.02%	3
2024 Q1	$9.31M	Buy	639,149 +9,596	+2%	+$152K	8.65%	2
2023 Q4	$11.4M	Buy	+629,553	New	+$9.9M	10.48%	2

Other funds holding PFS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Ledgewood Wealth Advisors's PFS Position: Q3 2026 in Review

Ledgewood Wealth Advisors reduced its Provident Financial Services (PFS) stake by 1.2% in Q3 2026, selling an estimated $190K and leaving 670,112 shares worth $14.8M. The position accounts for 8.18% of the portfolio, ranked #2.

Ledgewood Wealth Advisors first reported a position in PFS in Q4 2023 and has held it in 12 quarters since. The position peaked at $16M in Q2 2026. 40 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Ledgewood Wealth Advisors held 670,112 shares of Provident Financial Services worth $14.8M as of Q3 2026.
Ledgewood Wealth Advisors sold 8,000 Provident Financial Services shares in Q3 2026, an estimated $190K.
Provident Financial Services made up 8.18% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #2 holding.
Ledgewood Wealth Advisors first reported a position in Provident Financial Services in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Provident Financial Services position peaked at $16M in Q2 2026.
40 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.