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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 – 1065
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rise Advisors's PFS Position: Q4 2025 in Review

Rise Advisors sold out of Provident Financial Services (PFS) in Q4 2025, closing a stake of 56 shares — an estimated $1.08K sold.

Rise Advisors first reported a position in PFS in Q2 2024 and held it in 6 quarters. The position peaked at $38.4K in Q4 2024. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

  • Rise Advisors reported no remaining Provident Financial Services position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 56 Provident Financial Services shares in Q4 2025, an estimated $1.08K.
  • Rise Advisors first reported a position in Provident Financial Services in Q2 2024 and held it in 6 quarters.
  • Rise Advisors's Provident Financial Services position peaked at $38.4K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.