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

Quadrant Private Wealth 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 Q3	$398K	Sell	17,983 -2,045	-10%	-$48.5K	0.05%	201
2026 Q2	$473K	Hold	20,028	–	–	0.11%	99
2026 Q1	$424K	Sell	20,028 -5,317	-21%	-$113K	0.07%	194
2025 Q4	$501K	Sell	25,345 -2,049	-7%	-$39.6K	0.08%	170
2025 Q3	$528K	Sell	27,394 -1,540	-5%	-$29.4K	0.1%	152
2025 Q2	$507K	Hold	28,934	–	–	0.11%	151
2025 Q1	$497K	Hold	28,934	–	–	0.12%	140
2024 Q4	$546K	Sell	28,934 -6,791	-19%	-$134K	0.13%	137
2024 Q3	$663K	Buy	35,725 +15,220	+74%	+$269K	0.16%	123
2024 Q2	$294K	Buy	20,505 +666	+3%	+$9.7K	0.07%	192
2024 Q1	$289K	Hold	19,839	–	–	0.07%	183
2023 Q4	$358K	Buy	19,839 +2,350	+13%	+$36.9K	0.1%	161
2023 Q3	$267K	Hold	17,489	–	–	0.09%	177
2023 Q2	$286K	Hold	17,489	–	–	0.08%	191
2023 Q1	$335K	Hold	17,489	–	–	0.1%	161
2022 Q4	$374K	Buy	+17,489	New	+$376K	0.13%	147
2022 Q2	$389K	Hold	17,489	–	–	0.16%	121
2022 Q1	$409K	Hold	17,489	–	–	0.15%	134
2021 Q4	$424K	Hold	17,489	–	–	0.16%	132
2021 Q3	$410K	Hold	17,489	–	–	0.17%	122
2021 Q2	$400K	Hold	17,489	–	–	0.16%	128
2021 Q1	$390K	Hold	17,489	–	–	0.17%	121
2020 Q4	$314K	Hold	17,489	–	–	0.14%	140
2020 Q3	$213K	Hold	17,489	–	–	0.11%	160
2020 Q2	$253K	Hold	17,489	–	–	0.15%	145
2020 Q1	$225K	Hold	17,489	–	–	0.19%	127
2019 Q4	$431K	Hold	17,489	–	–	0.39%	64
2019 Q3	$429K	Hold	17,489	–	–	0.39%	62
2019 Q2	$424K	Hold	17,489	–	–	0.39%	64
2019 Q1	$453K	Hold	17,489	–	–	0.42%	61
2018 Q4	$422K	Hold	17,489	–	–	0.45%	58
2018 Q3	$429K	Hold	17,489	–	–	0.38%	56
2018 Q2	$481K	Hold	17,489	–	–	0.47%	45
2018 Q1	$448K	Sell	17,489 -6,500	-27%	-$171K	0.59%	40
2017 Q4	$647K	Buy	+23,989	New	+$652K	0.67%	31

Other funds holding PFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quadrant Private Wealth Management's PFS Position: Q3 2026 in Review

Quadrant Private Wealth Management reduced its Provident Financial Services (PFS) stake by 10% in Q3 2026, selling an estimated $48.5K and leaving 17,983 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #201.

Quadrant Private Wealth Management first reported a position in PFS in Q4 2017 and has held it in 35 quarters since. The position peaked at $663K in Q3 2024. 171 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Quadrant Private Wealth Management held 17,983 shares of Provident Financial Services worth $398K as of Q3 2026.
Quadrant Private Wealth Management sold 2,045 Provident Financial Services shares in Q3 2026, an estimated $48.5K.
Provident Financial Services made up 0.05% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #201 holding.
Quadrant Private Wealth Management first reported a position in Provident Financial Services in Q4 2017 and has held it in 35 quarters since.
Quadrant Private Wealth Management's Provident Financial Services position peaked at $663K in Q3 2024.
171 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.