Massachusetts Financial Services
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Massachusetts Financial Services’s Provident Financial Services PFS Stock Holding History

Massachusetts Financial Services’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
2024
Q4 		– Sell
-139,110
Closed -$2.58M – 917
2024
Q3 		$2.58M Sell
139,110
-3,370
-2% -$59.6K ﹤0.01% 716
2024
Q2 		$2.04M Buy
+142,480
New +$2.07M ﹤0.01% 746

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Massachusetts Financial Services's PFS Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Provident Financial Services (PFS) in Q4 2024, closing a stake of 139,110 shares — an estimated $2.58M sold.

Massachusetts Financial Services first reported a position in PFS in Q2 2024 and held it in 2 quarters. The position peaked at $2.58M in Q3 2024. 256 funds tracked by Wall St. Rank hold PFS as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Provident Financial Services position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 139,110 Provident Financial Services shares in Q4 2024, an estimated $2.58M.
  • Massachusetts Financial Services first reported a position in Provident Financial Services in Q2 2024 and held it in 2 quarters.
  • Massachusetts Financial Services's Provident Financial Services position peaked at $2.58M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.