LPL Financial
PFS icon

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
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

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SFM
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