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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
Q2 		$943K Buy
39,894
+17,333
+77% +$389K 0.18% 103
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 – 236
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

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Midwest Professional Planners Ltd (MPPL)'s PFS Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its Provident Financial Services (PFS) stake by 77% in Q2 2026, buying an estimated $389K and bringing the position to 39,894 shares worth $943K. The position accounts for 0.18% of the portfolio, ranked #103.

Midwest Professional Planners Ltd (MPPL) first reported a position in PFS in Q4 2017 and has held it in 18 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 39,894 shares of Provident Financial Services worth $943K as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 17,333 Provident Financial Services shares in Q2 2026, an estimated $389K.
  • Provident Financial Services made up 0.18% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #103 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Provident Financial Services in Q4 2017 and has held it in 18 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.