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Onyx Bridge Wealth Group’s Provident Financial Services PFS Stock Holding History

Onyx Bridge Wealth 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
2026
Q2 		$440K Hold
18,597
– – 0.04% 257
2026
Q1 		$394K Hold
18,597
– – 0.04% 248
2025
Q4 		$367K Hold
18,597
– – 0.04% 259
2025
Q3 		$359K Buy
+18,597
New +$355K 0.04% 260

Other funds holding PFS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Onyx Bridge Wealth Group's PFS Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Provident Financial Services (PFS) position steady in Q2 2026 at 18,597 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #257.

Onyx Bridge Wealth Group first reported a position in PFS in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Onyx Bridge Wealth Group held 18,597 shares of Provident Financial Services worth $440K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #257 holding.
  • Onyx Bridge Wealth Group first reported a position in Provident Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.