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 		$21.2K Buy
1,000
+900
+900% +$19.2K ﹤0.01% 6731
2025
Q4 		$1.98K Buy
+100
New +$1.93K ﹤0.01% 7839
2024
Q2 		– Sell
-700
Closed -$10K – 9570
2024
Q1 		$10K Sell
700
-600
-46% -$9.54K ﹤0.01% 7616
2023
Q4 		$23K Buy
1,300
+800
+160% +$12.5K ﹤0.01% 6807
2023
Q3 		$7K Buy
500
+200
+67% +$3.39K ﹤0.01% 7445
2023
Q2 		$4K Hold
300
– – ﹤0.01% 8077
2023
Q1 		$5K Sell
300
-3,100
-91% -$68.6K ﹤0.01% 8063
2022
Q4 		$72K Buy
3,400
+2,200
+183% +$47.2K ﹤0.01% 5447
2022
Q3 		$23K Buy
1,200
+1,100
+1,100% +$25.7K ﹤0.01% 7376
2022
Q2 		$2K Sell
100
-5,600
-98% -$125K ﹤0.01% 9404
2022
Q1 		$133K Buy
5,700
+2,400
+73% +$57.7K ﹤0.01% 5736
2021
Q4 		$79K Buy
+3,300
New +$80.8K ﹤0.01% 6606
2021
Q2 		– Sell
-6
Closed -$13K – 10542
2021
Q1 		$13K Sell
6
-13
-68% -$266 ﹤0.01% 7756
2020
Q4 		$34K Buy
+19
New +$290 ﹤0.01% 6563
2020
Q2 		– Sell
-4
Closed -$5K – 8167
2020
Q1 		$5K Buy
+4
New +$81 ﹤0.01% 6858
2019
Q4 		– Sell
-124
Closed -$304K – 7818
2019
Q3 		$304K Buy
+124
New +$3.01K ﹤0.01% 3153

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.