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Mather Group’s Provident Financial Services PFS Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-266
Closed -$4.57K – 1411
2025
Q1 		$4.57K Buy
+266
New +$4.83K ﹤0.01% 1424
2024
Q3 		– Sell
-266
Closed -$3.88K – 2063
2024
Q2 		$3.88K Buy
+266
New +$3.87K ﹤0.01% 1698

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mather Group's PFS Position: Q2 2025 in Review

Mather Group sold out of Provident Financial Services (PFS) in Q2 2025, closing a stake of 266 shares — an estimated $4.57K sold.

Mather Group first reported a position in PFS in Q2 2024 and held it in 2 quarters. The position peaked at $4.57K in Q1 2025. 270 funds tracked by Wall St. Rank hold PFS as of Q2 2025.

  • Mather Group reported no remaining Provident Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 266 Provident Financial Services shares in Q2 2025, an estimated $4.57K.
  • Mather Group first reported a position in Provident Financial Services in Q2 2024 and held it in 2 quarters.
  • Mather Group's Provident Financial Services position peaked at $4.57K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.