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Stephens Consulting’s Provident Financial Services PFS Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-40
Closed -$687 – 1762
2025
Q1 		$687 Buy
+40
New +$727 ﹤0.01% 834

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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stephens Consulting's PFS Position: Q2 2025 in Review

Stephens Consulting sold out of Provident Financial Services (PFS) in Q2 2025, closing a stake of 40 shares — an estimated $687 sold.

Stephens Consulting first reported a position in PFS in Q1 2025 and held it in 1 quarter. The position peaked at $687 in Q1 2025. 270 funds tracked by Wall St. Rank hold PFS as of Q2 2025.

  • Stephens Consulting reported no remaining Provident Financial Services position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 40 Provident Financial Services shares in Q2 2025, an estimated $687.
  • Stephens Consulting first reported a position in Provident Financial Services in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Provident Financial Services position peaked at $687 in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.