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Signature Estate & Investment Advisors’s Provident Financial Services PFS Stock Holding History

Signature Estate & Investment 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
Q3 		– Sell
-11,370
Closed -$199K – 616
2025
Q2 		$199K Hold
11,370
– – ﹤0.01% 561
2025
Q1 		$195K Hold
11,370
– – 0.01% 534
2024
Q4 		$215K Hold
11,370
– – 0.01% 495
2024
Q3 		$211K Hold
11,370
– – ﹤0.01% 495
2024
Q2 		$163K Buy
+11,370
New +$165K ﹤0.01% 489

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Estate & Investment Advisors's PFS Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of Provident Financial Services (PFS) in Q3 2025, closing a stake of 11,370 shares — an estimated $199K sold.

Signature Estate & Investment Advisors first reported a position in PFS in Q2 2024 and held it in 5 quarters. The position peaked at $215K in Q4 2024. 274 funds tracked by Wall St. Rank hold PFS as of Q3 2025.

  • Signature Estate & Investment Advisors reported no remaining Provident Financial Services position as of Q3 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 11,370 Provident Financial Services shares in Q3 2025, an estimated $199K.
  • Signature Estate & Investment Advisors first reported a position in Provident Financial Services in Q2 2024 and held it in 5 quarters.
  • Signature Estate & Investment Advisors's Provident Financial Services position peaked at $215K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.