R Squared’s Provident Financial Services PFS Stock Holding History

R Squared’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
2025 Q1	–	Sell	-340	Closed	-$6.42K	–	1158
2024 Q4	$6.42K	Buy	+340	New	+$6.72K	0.01%	1262

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's PFS Position: Q1 2025 in Review

R Squared sold out of Provident Financial Services (PFS) in Q1 2025, closing a stake of 340 shares — an estimated $6.42K sold.

R Squared first reported a position in PFS in Q4 2024 and held it in 1 quarter. The position peaked at $6.42K in Q4 2024. 251 funds tracked by Wall St. Rank hold PFS as of Q1 2025.

R Squared reported no remaining Provident Financial Services position as of Q1 2025 after selling out during the quarter.
R Squared sold 340 Provident Financial Services shares in Q1 2025, an estimated $6.42K.
R Squared first reported a position in Provident Financial Services in Q4 2024 and held it in 1 quarter.
R Squared's Provident Financial Services position peaked at $6.42K in Q4 2024.
251 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.