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 Q1	$1.57K	Buy	+74	New	+$1.58K	﹤0.01%	2420

Other funds holding PFS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Root Financial Partners's PFS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Provident Financial Services (PFS) in Q1 2026: 74 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings.

305 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

Root Financial Partners held 74 shares of Provident Financial Services worth $1.57K as of Q1 2026.
Provident Financial Services was a new Root Financial Partners position in Q1 2026.
Provident Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2420 holding.
305 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.