SFP
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Sterling Financial Planning’s Provident Financial Services PFS Stock Holding History

Sterling Financial Planning’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
Q2 		$476K Sell
20,152
-1,537
-7% -$34.5K 0.13% 76
2026
Q1 		$459K Sell
21,689
-3,450
-14% -$73.6K 0.14% 75
2025
Q4 		$496K Sell
25,139
-900
-3% -$17.4K 0.15% 72
2025
Q3 		$502K Sell
26,039
-505
-2% -$9.63K 0.16% 73
2025
Q2 		$465K Sell
26,544
-4,930
-16% -$81.8K 0.16% 73
2025
Q1 		$540K Sell
31,474
-6,599
-17% -$120K 0.2% 68
2024
Q4 		$718K Sell
38,073
-3,961
-9% -$78.3K 0.26% 53
2024
Q3 		$780K Sell
42,034
-2
-0% -$35 0.29% 55
2024
Q2 		$603K Buy
+42,036
New +$611K 0.24% 58

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Sterling Financial Planning's PFS Position: Q2 2026 in Review

Sterling Financial Planning reduced its Provident Financial Services (PFS) stake by 7.1% in Q2 2026, selling an estimated $34.5K and leaving 20,152 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #76.

Sterling Financial Planning first reported a position in PFS in Q2 2024 and has held it in 9 quarters since. The position peaked at $780K in Q3 2024. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Sterling Financial Planning held 20,152 shares of Provident Financial Services worth $476K as of Q2 2026.
  • Sterling Financial Planning sold 1,537 Provident Financial Services shares in Q2 2026, an estimated $34.5K.
  • Provident Financial Services made up 0.13% of Sterling Financial Planning's portfolio in Q2 2026, its #76 holding.
  • Sterling Financial Planning first reported a position in Provident Financial Services in Q2 2024 and has held it in 9 quarters since.
  • Sterling Financial Planning's Provident Financial Services position peaked at $780K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.