Legacy Advisors’s Provident Financial Services PFS Stock Holding History

Legacy 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	$1.14M	Hold	51,689	–	–	0.11%	104
2026 Q2	$1.22M	Hold	51,689	–	–	0.11%	109
2026 Q1	$1.09M	Hold	51,689	–	–	0.13%	100
2025 Q4	$1.02M	Buy	51,689 +21	+0%	+$406	0.11%	105
2025 Q3	$996K	Buy	+51,668	New	+$985K	0.12%	98
2025 Q1	$887K	Hold	51,668	–	–	0.09%	178
2024 Q4	$975K	Hold	51,668	–	–	0.09%	163
2024 Q3	$959K	Hold	51,668	–	–	0.1%	149
2024 Q2	$741K	Buy	+51,668	New	+$751K	0.09%	165

Other funds holding PFS

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

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 13.72% 1-Year Est. Return

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

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

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Legacy Advisors's PFS Position: Q3 2026 in Review

Legacy Advisors held its Provident Financial Services (PFS) position steady in Q3 2026 at 51,689 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #104.

Legacy Advisors first reported a position in PFS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2026. 59 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Legacy Advisors held 51,689 shares of Provident Financial Services worth $1.14M as of Q3 2026.
Legacy Advisors left its Provident Financial Services share count unchanged in Q3 2026.
Provident Financial Services made up 0.11% of Legacy Advisors's portfolio in Q3 2026, its #104 holding.
Legacy Advisors first reported a position in Provident Financial Services in Q2 2024 and has held it in 9 quarters since.
Legacy Advisors's Provident Financial Services position peaked at $1.22M in Q2 2026.
59 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.