Simplex Trading
PFS icon

Simplex Trading’s Provident Financial Services PFS Stock Holding History

Simplex Trading’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 		$23.3K Buy
1,100
+600
+120% +$12.8K ﹤0.01% 6649
2025
Q4 		$9.88K Buy
+500
New +$9.67K ﹤0.01% 6990
2024
Q4 		– Sell
-9,400
Closed -$174K – 9358
2024
Q3 		$174K Buy
9,400
+1,100
+13% +$19.4K ﹤0.01% 4655
2024
Q2 		$119K Buy
8,300
+4,300
+108% +$62.5K ﹤0.01% 5197
2024
Q1 		$58K Buy
4,000
+3,700
+1,233% +$58.8K ﹤0.01% 6127
2023
Q4 		$5K Buy
+300
New +$4.71K ﹤0.01% 7890
2022
Q4 		– Sell
-3,400
Closed -$66K – 10121
2022
Q3 		$66K Sell
3,400
-4,300
-56% -$100K ﹤0.01% 6068
2022
Q2 		$171K Buy
7,700
+3,300
+75% +$73.8K ﹤0.01% 4806
2022
Q1 		$102K Sell
4,400
-4,100
-48% -$98.6K ﹤0.01% 6114
2021
Q4 		$205K Buy
8,500
+8,200
+2,733% +$201K ﹤0.01% 5156
2021
Q3 		$6K Hold
300
– – ﹤0.01% 9214
2021
Q2 		$6K Buy
300
+297
+9,900% +$7.17K ﹤0.01% 9390
2021
Q1 		$6K Sell
3
-8
-73% -$164 ﹤0.01% 8159
2020
Q4 		$19K Sell
11
-12
-52% -$183 ﹤0.01% 7008
2020
Q3 		$28K Sell
23
-118
-84% -$1.59K ﹤0.01% 6135
2020
Q2 		$203K Sell
141
-18
-11% -$241 ﹤0.01% 3984
2020
Q1 		$204K Buy
159
+70
+79% +$1.42K ﹤0.01% 3569
2019
Q4 		$219K Buy
89
+88
+8,800% +$2.17K ﹤0.01% 3659
2019
Q3 		$2K Buy
+1
New +$24 ﹤0.01% 6946

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Simplex Trading's PFS Position: Q1 2024 in Review

Simplex Trading sold out of Provident Financial Services (PFS) in Q1 2024, closing a stake of 3,244 shares — an estimated $51.6K sold.

Simplex Trading first reported a position in PFS in Q3 2019 and held it in 10 quarters. The position peaked at $165K in Q3 2021. 206 funds tracked by Wall St. Rank hold PFS as of Q1 2024.

  • Simplex Trading reported no remaining Provident Financial Services position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 3,244 Provident Financial Services shares in Q1 2024, an estimated $51.6K.
  • Simplex Trading first reported a position in Provident Financial Services in Q3 2019 and held it in 10 quarters.
  • Simplex Trading's Provident Financial Services position peaked at $165K in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.