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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
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
Q2 		– Sell
-51,668
Closed -$887K – 300
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

Assenagon Asset Management
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Legacy Advisors's PFS Position: Q2 2026 in Review

Legacy Advisors held its Provident Financial Services (PFS) position steady in Q2 2026 at 51,689 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #109.

Legacy Advisors first reported a position in PFS in Q2 2024 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Legacy Advisors held 51,689 shares of Provident Financial Services worth $1.22M as of Q2 2026.
  • Legacy Advisors left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.11% of Legacy Advisors's portfolio in Q2 2026, its #109 holding.
  • Legacy Advisors first reported a position in Provident Financial Services in Q2 2024 and has held it in 8 quarters since.
  • 62 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.