LWCFA
PFS icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Provident Financial Services PFS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$8.61K Hold
364
– – ﹤0.01% 526
2026
Q1 		$8.03K Buy
+364
New +$7.77K ﹤0.01% 526

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PFS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Provident Financial Services (PFS) position steady in Q2 2026 at 364 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFS in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 364 shares of Provident Financial Services worth $8.61K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #526 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Provident Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.