Root Financial Partners
PFS icon

Root Financial Partners’s Provident Financial Services PFS Stock Holding History

Root Financial Partners’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 		$3.57K Buy
+161
New +$3.82K ﹤0.01% 2361
2026
Q2 		– Sell
-74
Closed -$1.57K – 2390
2026
Q1 		$1.57K Buy
+74
New +$1.58K ﹤0.01% 2420

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Vanguard Portfolio Management
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's PFS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Provident Financial Services (PFS) in Q3 2026: 161 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #2361 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFS as recently as Q1 2026.

Root Financial Partners first reported a position in PFS in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

  • Root Financial Partners held 161 shares of Provident Financial Services worth $3.57K as of Q3 2026.
  • Provident Financial Services was a new Root Financial Partners position in Q3 2026.
  • Provident Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2361 holding.
  • Root Financial Partners first reported a position in Provident Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.