SGI
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Summit Global Investments’s Provident Financial Services PFS Stock Holding History

Summit Global Investments’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 		$892K Hold
37,726
– – 0.05% 228
2026
Q1 		$798K Buy
+37,726
New +$805K 0.05% 238
2020
Q1 		– Sell
-35,700
Closed -$880K – 279
2019
Q4 		$880K Buy
35,700
+3,900
+12% +$96.3K 0.1% 170
2019
Q3 		$780K Buy
31,800
+6,700
+27% +$163K 0.09% 203
2019
Q2 		$609K Buy
25,100
+1,000
+4% +$25.3K 0.08% 257
2019
Q1 		$624K Buy
+24,100
New +$632K 0.08% 239

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

Summit Global Investments's PFS Position: Q2 2026 in Review

Summit Global Investments held its Provident Financial Services (PFS) position steady in Q2 2026 at 37,726 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #228.

Summit Global Investments first reported a position in PFS in Q1 2019 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Summit Global Investments held 37,726 shares of Provident Financial Services worth $892K as of Q2 2026.
  • Summit Global Investments left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #228 holding.
  • Summit Global Investments first reported a position in Provident Financial Services in Q1 2019 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.