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Summit Securities Group’s Provident Financial Services PFS Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-5,847
Closed -$102K – 1283
2025
Q2 		$102K Buy
+5,847
New +$97K 0.02% 364

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's PFS Position: Q3 2025 in Review

Summit Securities Group sold out of Provident Financial Services (PFS) in Q3 2025, closing a stake of 5,847 shares — an estimated $102K sold.

Summit Securities Group first reported a position in PFS in Q2 2025 and held it in 1 quarter. The position peaked at $102K in Q2 2025. 273 funds tracked by Wall St. Rank hold PFS as of Q3 2025.

  • Summit Securities Group reported no remaining Provident Financial Services position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 5,847 Provident Financial Services shares in Q3 2025, an estimated $102K.
  • Summit Securities Group first reported a position in Provident Financial Services in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Provident Financial Services position peaked at $102K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.