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Leigh Baldwin & Co’s Provident Financial Services PFS Stock Holding History

Leigh Baldwin & Co’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
2025
Q4 		– Sell
-50,950
Closed -$982K – 194
2025
Q3 		$982K Buy
50,950
+601
+1% +$11.5K 0.55% 47
2025
Q2 		$883K Buy
50,349
+706
+1% +$11.7K 0.58% 44
2025
Q1 		$852K Buy
49,643
+645
+1% +$11.7K 0.69% 40
2024
Q4 		$925K Buy
+48,998
New +$969K 0.78% 37

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leigh Baldwin & Co's PFS Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Provident Financial Services (PFS) in Q4 2025, closing a stake of 50,950 shares — an estimated $982K sold.

Leigh Baldwin & Co first reported a position in PFS in Q4 2024 and held it in 4 quarters. The position peaked at $982K in Q3 2025. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Provident Financial Services position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 50,950 Provident Financial Services shares in Q4 2025, an estimated $982K.
  • Leigh Baldwin & Co first reported a position in Provident Financial Services in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Provident Financial Services position peaked at $982K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.