Sound Income Strategies’s Provident Financial Services PFS Stock Holding History

Sound Income Strategies’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	$13M	Buy	582,875 +12,968	+2%	+$308K	0.58%	69
2026 Q2	$13.5M	Sell	569,907 -5,302	-0.9%	-$119K	0.6%	63
2026 Q1	$12.2M	Sell	575,209 -19,641	-3%	-$419K	0.59%	60
2025 Q4	$12M	Sell	594,850 -42,942	-7%	-$830K	0.57%	60
2025 Q3	$12.3M	Buy	637,792 +93,105	+17%	+$1.78M	0.67%	56
2025 Q2	$9.55M	Buy	+544,687	New	+$9.04M	0.55%	58

Other funds holding PFS

LWA

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

BIAS

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

MAG

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

CFO

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

HWAM

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

BTWM

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

FFA

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

Sound Income Strategies's PFS Position: Q3 2026 in Review

Sound Income Strategies increased its Provident Financial Services (PFS) stake by 2.3% in Q3 2026, buying an estimated $308K and bringing the position to 582,875 shares worth $13M. The position accounts for 0.58% of the portfolio, ranked #69.

Sound Income Strategies first reported a position in PFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5M in Q2 2026. 17 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Sound Income Strategies held 582,875 shares of Provident Financial Services worth $13M as of Q3 2026.
Sound Income Strategies bought 12,968 Provident Financial Services shares in Q3 2026, an estimated $308K.
Provident Financial Services made up 0.58% of Sound Income Strategies's portfolio in Q3 2026, its #69 holding.
Sound Income Strategies first reported a position in Provident Financial Services in Q2 2025 and has held it in 6 quarters since.
Sound Income Strategies's Provident Financial Services position peaked at $13.5M in Q2 2026.
17 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.