Pathstone Holdings
PFS icon

Pathstone Holdings’s Provident Financial Services PFS Stock Holding History

Pathstone Holdings’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 		$1.23M Buy
58,293
+1,609
+3% +$34.3K ﹤0.01% 1303
2025
Q4 		$1.12M Buy
56,684
+12,795
+29% +$247K ﹤0.01% 1347
2025
Q3 		$846K Buy
43,889
+8,593
+24% +$164K ﹤0.01% 1517
2025
Q2 		$619K Sell
35,296
-36,382
-51% -$604K ﹤0.01% 1618
2025
Q1 		$1.23M Buy
71,678
+33,584
+88% +$610K 0.01% 1265
2024
Q4 		$719K Buy
38,094
+23,636
+163% +$467K ﹤0.01% 1542
2024
Q3 		$268K Buy
14,458
+1,913
+15% +$33.8K ﹤0.01% 2029
2024
Q2 		$180K Buy
12,545
+1,185
+10% +$17.2K ﹤0.01% 2170
2024
Q1 		$166K Buy
11,360
+663
+6% +$10.5K ﹤0.01% 2176
2023
Q4 		$193K Buy
+10,697
New +$168K ﹤0.01% 2068

Other funds holding PFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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