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M Holdings Securities’s Provident Financial Services PFS Stock Holding History

M Holdings Securities’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 		$331K Hold
14,080
– – 0.05% 135
2026
Q1 		$311K Sell
14,080
-1,372
-9% -$29.3K 0.02% 276
2025
Q4 		$305K Buy
+15,452
New +$299K 0.02% 276
2024
Q3 		– Sell
-10,555
Closed -$151K – 240
2024
Q2 		$151K Buy
+10,555
New +$153K 0.02% 292

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
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

M Holdings Securities's PFS Position: Q2 2026 in Review

M Holdings Securities held its Provident Financial Services (PFS) position steady in Q2 2026 at 14,080 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #135.

M Holdings Securities first reported a position in PFS in Q2 2024 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • M Holdings Securities held 14,080 shares of Provident Financial Services worth $331K as of Q2 2026.
  • M Holdings Securities left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.05% of M Holdings Securities's portfolio in Q2 2026, its #135 holding.
  • M Holdings Securities first reported a position in Provident Financial Services in Q2 2024 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.