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 Q3	$3.9K	Sell	176 -36	-17%	-$854	﹤0.01%	1706
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Provident Financial Services (PFS) stake by 17% in Q3 2026, selling an estimated $854 and leaving 176 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

MassMutual Private Wealth & Trust first reported a position in PFS in Q3 2019 and has held it in 16 quarters since. The position peaked at $370K in Q4 2019. 190 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

MassMutual Private Wealth & Trust held 176 shares of Provident Financial Services worth $3.9K as of Q3 2026.
MassMutual Private Wealth & Trust sold 36 Provident Financial Services shares in Q3 2026, an estimated $854.
Provident Financial Services made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1706 holding.
MassMutual Private Wealth & Trust first reported a position in Provident Financial Services in Q3 2019 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Provident Financial Services position peaked at $370K in Q4 2019.
190 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.