Steward Partners Investment Advisory’s Provident Financial Services PFS Stock Holding History

Steward Partners Investment Advisory’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	$588K	Buy	24,867 +19,800	+391%	+$445K	﹤0.01%	1610
2026 Q1	$107K	Hold	5,067	–	–	﹤0.01%	2338
2025 Q4	$100K	Hold	5,067	–	–	﹤0.01%	2294
2025 Q3	$97.7K	Sell	5,067 -181	-3%	-$3.45K	﹤0.01%	2246
2025 Q2	$92K	Hold	5,248	–	–	﹤0.01%	2163
2025 Q1	$90.1K	Hold	5,248	–	–	﹤0.01%	2073
2024 Q4	$99K	Buy	+5,248	New	+$104K	﹤0.01%	1988
2024 Q2	–	Sell	-6,200	Closed	-$90.3K	–	3691
2024 Q1	$90.3K	Hold	6,200	–	–	﹤0.01%	1820
2023 Q4	$112K	Hold	6,200	–	–	﹤0.01%	1632
2023 Q3	$94.8K	Hold	6,200	–	–	﹤0.01%	1590
2023 Q2	$101K	Hold	6,200	–	–	﹤0.01%	1581
2023 Q1	$119K	Hold	6,200	–	–	﹤0.01%	1507
2022 Q4	$132K	Hold	6,200	–	–	﹤0.01%	1427
2022 Q3	$121K	Hold	6,200	–	–	﹤0.01%	1418
2022 Q2	$138K	Hold	6,200	–	–	﹤0.01%	1360
2022 Q1	$145K	Hold	6,200	–	–	﹤0.01%	1436
2021 Q4	$150K	Hold	6,200	–	–	﹤0.01%	1429
2021 Q3	$146K	Sell	6,200 -2,177	-26%	-$48.1K	﹤0.01%	1405
2021 Q2	$192K	Hold	8,377	–	–	﹤0.01%	1576
2021 Q1	$187K	Hold	8,377	–	–	﹤0.01%	1338
2020 Q4	$150K	Buy	8,377 +1,898	+29%	+$28.9K	﹤0.01%	1189
2020 Q3	$79K	Buy	+6,479	New	+$87.2K	﹤0.01%	1310
2018 Q4	–	Sell	-1	Closed	–	–	1743
2018 Q3	$0	Buy	+1	New	+$26	﹤0.01%	2669

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Steward Partners Investment Advisory's PFS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Provident Financial Services (PFS) stake by 391% in Q2 2026, buying an estimated $445K and bringing the position to 24,867 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Steward Partners Investment Advisory first reported a position in PFS in Q3 2018 and has held it in 23 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Steward Partners Investment Advisory held 24,867 shares of Provident Financial Services worth $588K as of Q2 2026.
Steward Partners Investment Advisory bought 19,800 Provident Financial Services shares in Q2 2026, an estimated $445K.
Provident Financial Services made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1610 holding.
Steward Partners Investment Advisory first reported a position in Provident Financial Services in Q3 2018 and has held it in 23 quarters since.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.