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Lindbrook Capital’s Provident Financial Services PFS Stock Holding History

Lindbrook Capital’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
Q1 		$26.6K Hold
1,550
– – ﹤0.01% 1237
2024
Q4 		$29.2K Hold
1,550
– – ﹤0.01% 1066
2024
Q3 		$28.8K Sell
1,550
-336
-18% -$5.94K ﹤0.01% 1092
2024
Q2 		$27.1K Buy
1,886
+1,740
+1,192% +$25.3K ﹤0.01% 1079
2024
Q1 		$2.13K Sell
146
-436
-75% -$6.93K ﹤0.01% 2220
2023
Q4 		$10.5K Hold
582
– – ﹤0.01% 1527
2023
Q3 		$8.9K Hold
582
– – ﹤0.01% 1475
2023
Q2 		$9.51K Hold
582
– – ﹤0.01% 1497
2023
Q1 		$11.2K Hold
582
– – ﹤0.01% 1379
2022
Q4 		$12.4K Hold
582
– – ﹤0.01% 1321
2022
Q3 		$11K Hold
582
– – ﹤0.01% 1288
2022
Q2 		$13K Hold
582
– – ﹤0.01% 1150
2022
Q1 		$14K Buy
582
+436
+299% +$10.5K ﹤0.01% 1162
2021
Q4 		$4K Hold
146
– – ﹤0.01% 1592
2021
Q3 		$3K Hold
146
– – ﹤0.01% 1432
2021
Q2 		$3K Hold
146
– – ﹤0.01% 1495
2021
Q1 		$3K Hold
146
– – ﹤0.01% 1453
2020
Q4 		$3K Sell
146
-47
-24% -$716 ﹤0.01% 1364
2020
Q3 		$2K Hold
193
– – ﹤0.01% 1425
2020
Q2 		$3K Buy
193
+90
+87% +$1.2K ﹤0.01% 1286
2020
Q1 		$1K Buy
+103
New +$2.09K ﹤0.01% 1526

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 $481B AUM 30.42% 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 $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's PFS Position: Q1 2025 in Review

Lindbrook Capital held its Provident Financial Services (PFS) position steady in Q1 2025 at 1,550 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Lindbrook Capital first reported a position in PFS in Q1 2020 and has held it in 21 quarters since. The position peaked at $29.2K in Q4 2024. 252 funds tracked by Wall St. Rank hold PFS as of Q1 2025.

  • Lindbrook Capital held 1,550 shares of Provident Financial Services worth $26.6K as of Q1 2025.
  • Lindbrook Capital left its Provident Financial Services share count unchanged in Q1 2025.
  • Provident Financial Services made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1237 holding.
  • Lindbrook Capital first reported a position in Provident Financial Services in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Provident Financial Services position peaked at $29.2K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.