Prestige Wealth Management Group’s Provident Financial Services PFS Stock Holding History

Prestige Wealth Management Group’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	$14.2K	Buy	599 +22	+4%	+$494	﹤0.01%	399
2026 Q1	$12.2K	Buy	577 +8	+1%	+$171	﹤0.01%	397
2025 Q4	$11.2K	Hold	569	–	–	﹤0.01%	422
2025 Q3	$11K	Hold	569	–	–	﹤0.01%	433
2025 Q2	$9.97K	Hold	569	–	–	﹤0.01%	441
2025 Q1	$9.77K	Hold	569	–	–	﹤0.01%	445
2024 Q4	$10.7K	Hold	569	–	–	﹤0.01%	451
2024 Q3	$10.6K	Hold	569	–	–	﹤0.01%	439
2024 Q2	$8.17K	Buy	569 +543	+2,088%	+$7.89K	﹤0.01%	444
2024 Q1	$379	Hold	26	–	–	﹤0.01%	977
2023 Q4	$469	Buy	+26	New	+$408	﹤0.01%	957
2023 Q2	–	Sell	-29	Closed	-$557	–	1083
2023 Q1	$557	Buy	+29	New	+$642	﹤0.01%	965
2021 Q1	–	Sell	-310	Closed	-$6K	–	1017
2020 Q4	$6K	Buy	+310	New	+$4.72K	﹤0.01%	549
2019 Q1	–	Sell	-30	Closed	-$1K	–	956
2018 Q4	$1K	Buy	+30	New	+$726	﹤0.01%	1096

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Prestige Wealth Management Group's PFS Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Provident Financial Services (PFS) stake by 3.8% in Q2 2026, buying an estimated $494 and bringing the position to 599 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Prestige Wealth Management Group first reported a position in PFS in Q4 2018 and has held it in 14 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Prestige Wealth Management Group held 599 shares of Provident Financial Services worth $14.2K as of Q2 2026.
Prestige Wealth Management Group bought 22 Provident Financial Services shares in Q2 2026, an estimated $494.
Provident Financial Services made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #399 holding.
Prestige Wealth Management Group first reported a position in Provident Financial Services in Q4 2018 and has held it in 14 quarters since.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.