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Plante Moran Financial Advisors’s Provident Financial Services PFS Stock Holding History

Plante Moran Financial Advisors’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 		$189 Buy
+8
New +$180 ﹤0.01% 1472
2016
Q1 		– Sell
-280
Closed -$6K – 990
2015
Q4 		$6K Buy
+280
New +$5.71K ﹤0.01% 688

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's PFS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Provident Financial Services (PFS) in Q2 2026: 8 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PFS as recently as Q4 2015.

Plante Moran Financial Advisors first reported a position in PFS in Q4 2015 and has held it in 2 quarters since. The position peaked at $6K in Q4 2015. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of Provident Financial Services worth $189 as of Q2 2026.
  • Provident Financial Services was a new Plante Moran Financial Advisors position in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1472 holding.
  • Plante Moran Financial Advisors first reported a position in Provident Financial Services in Q4 2015 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Provident Financial Services position peaked at $6K in Q4 2015.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.