Private Wealth Asset Management’s Provident Financial Services PFS Stock Holding History

Private Wealth Asset 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 Q1	–	Sell	-13	Closed	-$257	–	1088
2025 Q4	$257	Hold	13	–	–	﹤0.01%	958
2025 Q3	$251	Hold	13	–	–	﹤0.01%	952
2025 Q2	$228	Hold	13	–	–	﹤0.01%	958
2025 Q1	$223	Buy	+13	New	+$236	﹤0.01%	1071

Other funds holding PFS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Asset Management's PFS Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Provident Financial Services (PFS) in Q1 2026, closing a stake of 13 shares — an estimated $257 sold.

Private Wealth Asset Management first reported a position in PFS in Q1 2025 and held it in 4 quarters. The position peaked at $257 in Q4 2025. 305 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

Private Wealth Asset Management reported no remaining Provident Financial Services position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 13 Provident Financial Services shares in Q1 2026, an estimated $257.
Private Wealth Asset Management first reported a position in Provident Financial Services in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's Provident Financial Services position peaked at $257 in Q4 2025.
305 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.