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Meridian Wealth Partners’s Provident Financial Services PFS Stock Holding History

Meridian Wealth Partners’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 		$231K Sell
9,777
-1
-0% -$22 0.03% 111
2026
Q1 		$207K Buy
+9,778
New +$209K 0.03% 115

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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

Meridian Wealth Partners's PFS Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Provident Financial Services (PFS) stake by 0.01% in Q2 2026, selling an estimated $22 and leaving 9,777 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #111.

Meridian Wealth Partners first reported a position in PFS in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Meridian Wealth Partners held 9,777 shares of Provident Financial Services worth $231K as of Q2 2026.
  • Meridian Wealth Partners sold 1 Provident Financial Services share in Q2 2026, an estimated $22.
  • Provident Financial Services made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Meridian Wealth Partners first reported a position in Provident Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.