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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
Q2 		– Sell
-74
Closed -$1.57K – 2390
2026
Q1 		$1.57K Buy
+74
New +$1.58K ﹤0.01% 2420

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Vanguard Capital Management
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American Century Companies
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Geode Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Root Financial Partners's PFS Position: Q2 2026 in Review

Root Financial Partners sold out of Provident Financial Services (PFS) in Q2 2026, closing a stake of 74 shares — an estimated $1.57K sold.

Root Financial Partners first reported a position in PFS in Q1 2026 and held it in 1 quarter. The position peaked at $1.57K in Q1 2026. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Root Financial Partners reported no remaining Provident Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Provident Financial Services shares in Q2 2026, an estimated $1.57K.
  • Root Financial Partners first reported a position in Provident Financial Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Provident Financial Services position peaked at $1.57K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.