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

Private 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 		$86K Buy
3,639
+656
+22% +$14.7K 0.02% 185
2026
Q1 		$63.1K Buy
2,983
+31
+1% +$662 0.02% 167
2025
Q4 		$58.3K Buy
2,952
+35
+1% +$677 0.02% 179
2025
Q3 		$56.2K Buy
2,917
+33
+1% +$629 0.02% 176
2025
Q2 		$50.6K Hold
2,884
– – 0.02% 170
2025
Q1 		$49.5K Hold
2,884
– – 0.02% 167
2024
Q4 		$54.4K Hold
2,884
– – 0.02% 157
2024
Q3 		$53.5K Buy
2,884
+34
+1% +$601 0.02% 154
2024
Q2 		$40.9K Buy
+2,850
New +$41.4K 0.02% 175

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

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

Private Wealth Management Group increased its Provident Financial Services (PFS) stake by 22% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,639 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #185.

Private Wealth Management Group first reported a position in PFS in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Private Wealth Management Group held 3,639 shares of Provident Financial Services worth $86K as of Q2 2026.
  • Private Wealth Management Group bought 656 Provident Financial Services shares in Q2 2026, an estimated $14.7K.
  • Provident Financial Services made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #185 holding.
  • Private Wealth Management Group first reported a position in Provident Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.