Smartleaf Asset Management’s Provident Financial Services PFS Stock Holding History

Smartleaf Asset Management’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	$221K	Sell	10,647 -1,798	-14%	-$38.4K	0.01%	751
2025 Q4	$248K	Buy	12,445 +3,884	+45%	+$75.1K	0.01%	717
2025 Q3	$166K	Buy	8,561 +3,083	+56%	+$58.8K	0.01%	811
2025 Q2	$97K	Sell	5,478 -376	-6%	-$6.24K	0.01%	878
2025 Q1	$99.9K	Sell	5,854 -1,679	-22%	-$30.5K	0.01%	831
2024 Q4	$142K	Buy	7,533 +4,408	+141%	+$87.2K	0.01%	675
2024 Q3	$57.3K	Buy	3,125 +1,295	+71%	+$22.9K	0.01%	874
2024 Q2	$25K	Buy	1,830 +1,733	+1,787%	+$25.2K	﹤0.01%	956
2024 Q1	$1.39K	Buy	97 +71	+273%	+$1.13K	﹤0.01%	1543
2023 Q4	$0	Buy	+26	New	+$408	﹤0.01%	1208

Other funds holding PFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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