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Steward Financial Group’s Provident Financial Services PFS Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+9
New +$152 ﹤0.01% 1500
2023
Q2 		– Sell
-12
Closed – – 848
2023
Q1 		$0 Buy
12
+8
+200% +$177 ﹤0.01% 864
2022
Q4 		$0 Buy
+4
New +$86 ﹤0.01% 743

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's PFS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Provident Financial Services (PFS) in Q3 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PFS as recently as Q1 2023.

Steward Financial Group first reported a position in PFS in Q4 2022 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold PFS as of Q3 2023.

  • Steward Financial Group held 9 shares of Provident Financial Services worth $0 as of Q3 2023.
  • Provident Financial Services was a new Steward Financial Group position in Q3 2023.
  • Provident Financial Services made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1500 holding.
  • Steward Financial Group first reported a position in Provident Financial Services in Q4 2022 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.