Sax Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Sax Wealth 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
2026 Q3	$1.36M	Buy	+61,288	New	+$1.45M	0.04%	253

Other funds holding PFS

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sax Wealth Advisors's PFS Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Provident Financial Services (PFS) in Q3 2026: 61,288 shares worth $1.36M. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

17 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Sax Wealth Advisors held 61,288 shares of Provident Financial Services worth $1.36M as of Q3 2026.
Provident Financial Services was a new Sax Wealth Advisors position in Q3 2026.
Provident Financial Services made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #253 holding.
17 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.