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Rise Advisors’s Provident Financial Services PFS Stock Holding History

Rise Advisors’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
Q4 		– Sell
-56
Closed -$1.08K – 1066
2025
Q3 		$1.08K Hold
56
– – ﹤0.01% 1270
2025
Q2 		$982 Hold
56
– – ﹤0.01% 1290
2025
Q1 		$962 Sell
56
-1,979
-97% -$36K ﹤0.01% 1271
2024
Q4 		$38.4K Hold
2,035
– – 0.02% 302
2024
Q3 		$37.8K Hold
2,035
– – 0.02% 310
2024
Q2 		$29.2K Buy
+2,035
New +$29.6K 0.02% 397

Other funds holding PFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return