MassMutual Private Wealth & Trust’s Provident Financial Services PFS Stock Holding History

MassMutual Private Wealth & Trust’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	$5.01K	Hold	212	–	–	﹤0.01%	1680
2026 Q1	$4.49K	Hold	212	–	–	﹤0.01%	1721
2025 Q4	$4.19K	Hold	212	–	–	﹤0.01%	1752
2025 Q3	$4.09K	Hold	212	–	–	﹤0.01%	1749
2025 Q2	$3.72K	Hold	212	–	–	﹤0.01%	1751
2025 Q1	$3.64K	Hold	212	–	–	﹤0.01%	1717
2024 Q4	$4K	Hold	212	–	–	﹤0.01%	1611
2024 Q3	$3.94K	Hold	212	–	–	﹤0.01%	1454
2024 Q2	$3.04K	Buy	212 +141	+199%	+$2.05K	﹤0.01%	1494
2024 Q1	$1.03K	Buy	71 +22	+45%	+$350	﹤0.01%	1688
2023 Q4	$883	Buy	49 +31	+172%	+$486	﹤0.01%	1703
2023 Q3	$275	Buy	+18	New	+$305	﹤0.01%	1903
2022 Q2	–	Sell	-214	Closed	-$5K	–	1663
2022 Q1	$5K	Buy	+214	New	+$5.15K	﹤0.01%	934
2020 Q1	–	Sell	-14,997	Closed	-$370K	–	770
2019 Q4	$370K	Hold	14,997	–	–	0.02%	300
2019 Q3	$368K	Buy	+14,997	New	+$364K	0.02%	300

Other funds holding PFS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CLA

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Provident Financial Services (PFS) position steady in Q2 2026 at 212 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

MassMutual Private Wealth & Trust first reported a position in PFS in Q3 2019 and has held it in 15 quarters since. The position peaked at $370K in Q4 2019. 91 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

MassMutual Private Wealth & Trust held 212 shares of Provident Financial Services worth $5.01K as of Q2 2026.
MassMutual Private Wealth & Trust left its Provident Financial Services share count unchanged in Q2 2026.
Provident Financial Services made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1680 holding.
MassMutual Private Wealth & Trust first reported a position in Provident Financial Services in Q3 2019 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's Provident Financial Services position peaked at $370K in Q4 2019.
91 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.