LPL Financial’s Provident Financial Services PFS Stock Holding History

LPL Financial’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	$1.54M	Buy	65,274 +41	+0.1%	+$921	﹤0.01%	4028
2026 Q1	$1.38M	Sell	65,233 -14,388	-18%	-$307K	﹤0.01%	3861
2025 Q4	$1.57M	Buy	79,621 +50,734	+176%	+$981K	﹤0.01%	3617
2025 Q3	$557K	Buy	28,887 +314	+1%	+$5.99K	﹤0.01%	4526
2025 Q2	$501K	Sell	28,573 -15,182	-35%	-$252K	﹤0.01%	4395
2025 Q1	$751K	Buy	43,755 +185	+0.4%	+$3.36K	﹤0.01%	3790
2024 Q4	$822K	Buy	43,570 +18,751	+76%	+$371K	﹤0.01%	3668
2024 Q3	$461K	Buy	+24,819	New	+$439K	﹤0.01%	4064
2024 Q1	–	Sell	-12,278	Closed	-$221K	–	4999
2023 Q4	$221K	Buy	+12,278	New	+$193K	﹤0.01%	4321
2021 Q2	–	Sell	-9,379	Closed	-$209K	–	4289
2021 Q1	$209K	Buy	+9,379	New	+$192K	﹤0.01%	3738

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

LPL Financial's PFS Position: Q2 2026 in Review

LPL Financial increased its Provident Financial Services (PFS) stake by 0.06% in Q2 2026, buying an estimated $921 and bringing the position to 65,274 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4028.

LPL Financial first reported a position in PFS in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2025. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

LPL Financial held 65,274 shares of Provident Financial Services worth $1.54M as of Q2 2026.
LPL Financial bought 41 Provident Financial Services shares in Q2 2026, an estimated $921.
Provident Financial Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4028 holding.
LPL Financial first reported a position in Provident Financial Services in Q1 2021 and has held it in 10 quarters since.
LPL Financial's Provident Financial Services position peaked at $1.57M in Q4 2025.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.