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Perigon Wealth Management’s Provident Financial Services PFS Stock Holding History

Perigon Wealth Management’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 		$342K Sell
14,461
-1
-0% -$22 0.01% 1046
2026
Q1 		$306K Hold
14,462
– – 0.01% 1014
2025
Q4 		$286K Buy
14,462
+909
+7% +$17.6K 0.01% 1034
2025
Q3 		$261K Hold
13,553
– – 0.01% 1032
2025
Q2 		$238K Sell
13,553
-10
-0.1% -$166 0.01% 933
2025
Q1 		$233K Sell
13,563
-24
-0.2% -$436 0.01% 907
2024
Q4 		$261K Buy
13,587
+24
+0.2% +$475 0.01% 867
2024
Q3 		$252K Sell
13,563
-33
-0.2% -$583 0.01% 852
2024
Q2 		$195K Buy
+13,596
New +$198K 0.01% 818

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

Perigon Wealth Management's PFS Position: Q2 2026 in Review

Perigon Wealth Management reduced its Provident Financial Services (PFS) stake by 0.01% in Q2 2026, selling an estimated $22 and leaving 14,461 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1046.

Perigon Wealth Management first reported a position in PFS in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Perigon Wealth Management held 14,461 shares of Provident Financial Services worth $342K as of Q2 2026.
  • Perigon Wealth Management sold 1 Provident Financial Services share in Q2 2026, an estimated $22.
  • Provident Financial Services made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • Perigon Wealth Management first reported a position in Provident Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.