PWPS
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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
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 – 1503
2020
Q4 		$10K Buy
+562
New +$8.56K ﹤0.01% 1399

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VCM
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SFM
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