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MPPLM
Midwest Professional Planners Ltd (MPPL)’s
Provident Financial Services
PFS
Stock Holding History
Midwest Professional Planners Ltd (MPPL)’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
Q1
$477K
Buy
22,561
+1,583
+8%
+$33.8K
0.11%
121
2025
Q4
$414K
Buy
20,978
+5,840
+39%
+$113K
0.1%
124
2025
Q3
$292K
Sell
15,138
-6
-0%
-$114
0.07%
140
2025
Q2
$265K
Sell
15,144
-37
-0.2%
-$614
0.07%
141
2025
Q1
$261K
Sell
15,181
-262
-2%
-$4.76K
0.08%
144
2024
Q4
$291K
Buy
15,443
+1,142
+8%
+$22.6K
0.09%
143
2024
Q3
$265K
Sell
14,301
-3,030
-17%
-$53.6K
0.08%
144
2024
Q2
$249K
Buy
17,331
+1,822
+12%
+$26.5K
0.08%
140
2024
Q1
$226K
Buy
+15,509
New
+$246K
0.08%
140
2023
Q2
–
Sell
-14,292
Closed
-$274K
–
131
2023
Q1
$274K
Buy
14,292
+1,417
+11%
+$31.4K
0.13%
106
2022
Q4
$275K
Buy
12,875
+2,181
+20%
+$46.8K
0.15%
104
2022
Q3
$209K
Buy
10,694
+823
+8%
+$19.2K
0.12%
113
2022
Q2
$220K
Buy
9,871
+1,240
+14%
+$27.7K
0.12%
110
2022
Q1
$202K
Buy
+8,631
New
+$208K
0.1%
116
2018
Q3
–
Sell
-1,531
Closed
-$42K
–
237
2018
Q2
$42K
Hold
1,531
–
–
0.04%
155
2018
Q1
$39K
Hold
1,531
–
–
0.04%
152
2017
Q4
$41K
Buy
+1,531
New
+$41.6K
0.04%
149
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1-Year Est. Return
VCM
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$4.04T AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
SFM
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$4.36B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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