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 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	+$9.87M	10.48%	2

Other funds holding PFS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its Provident Financial Services (PFS) position steady in Q2 2026 at 678,112 shares worth $16M. The position accounts for 8.51% of the portfolio, ranked #2.

Ledgewood Wealth Advisors first reported a position in PFS in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Ledgewood Wealth Advisors held 678,112 shares of Provident Financial Services worth $16M as of Q2 2026.
Ledgewood Wealth Advisors left its Provident Financial Services share count unchanged in Q2 2026.
Provident Financial Services made up 8.51% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Ledgewood Wealth Advisors first reported a position in Provident Financial Services in Q4 2023 and has held it in 11 quarters since.
30 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.