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Newbridge Financial Services Group’s Provident Financial Services PFS Stock Holding History

Newbridge Financial Services 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
2024
Q2 		– Sell
-612
Closed -$8.92K – 1196
2024
Q1 		$8.92K Sell
612
-2,207
-78% -$35.1K ﹤0.01% 798
2023
Q4 		$50.8K Sell
2,819
-10
-0.4% -$157 0.02% 389
2023
Q3 		$43.3K Hold
2,829
– – 0.02% 445
2023
Q2 		$46.2K Buy
2,829
+1,830
+183% +$31.1K 0.02% 480
2023
Q1 		$19.2K Hold
999
– – 0.01% 740
2022
Q4 		$21.3K Sell
999
-240
-19% -$5.15K 0.01% 700
2022
Q3 		$24K Sell
1,239
-460
-27% -$10.7K 0.01% 648
2022
Q2 		$38K Buy
1,699
+3
+0.2% +$67 0.02% 470
2022
Q1 		$40K Sell
1,696
-603
-26% -$14.5K 0.02% 537
2021
Q4 		$56K Hold
2,299
– – 0.03% 430
2021
Q3 		$54K Sell
2,299
-528
-19% -$11.7K 0.03% 396
2021
Q2 		$65K Buy
2,827
+616
+28% +$14.9K 0.04% 363
2021
Q1 		$49K Buy
2,211
+1,222
+124% +$25K 0.04% 404
2020
Q4 		$18K Buy
+989
New +$15.1K 0.01% 573

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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

Newbridge Financial Services Group's PFS Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Provident Financial Services (PFS) in Q2 2024, closing a stake of 612 shares — an estimated $8.92K sold.

Newbridge Financial Services Group first reported a position in PFS in Q4 2020 and held it in 14 quarters. The position peaked at $65K in Q2 2021. 252 funds tracked by Wall St. Rank hold PFS as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Provident Financial Services position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 612 Provident Financial Services shares in Q2 2024, an estimated $8.92K.
  • Newbridge Financial Services Group first reported a position in Provident Financial Services in Q4 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's Provident Financial Services position peaked at $65K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.