PWPS
PFS icon

Pinnacle Wealth Planning Services’s Provident Financial Services PFS Stock Holding History

Pinnacle Wealth Planning Services’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 		$98K Buy
4,145
+79
+2% +$1.77K 0.01% 879
2026
Q1 		$86K Sell
4,066
-127
-3% -$2.71K 0.01% 876
2025
Q4 		$82.8K Buy
+4,193
New +$81.1K 0.01% 883
2021
Q1 		– Sell
-562
Closed -$10K – 1501
2020
Q4 		$10K Buy
+562
New +$8.56K ﹤0.01% 1399

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

Pinnacle Wealth Planning Services's PFS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Provident Financial Services (PFS) stake by 1.9% in Q2 2026, buying an estimated $1.77K and bringing the position to 4,145 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #879.

Pinnacle Wealth Planning Services first reported a position in PFS in Q4 2020 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,145 shares of Provident Financial Services worth $98K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 79 Provident Financial Services shares in Q2 2026, an estimated $1.77K.
  • Provident Financial Services made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #879 holding.
  • Pinnacle Wealth Planning Services first reported a position in Provident Financial Services in Q4 2020 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.