SS
PFS icon

Sunbelt Securities’s Provident Financial Services PFS Stock Holding History

Sunbelt Securities’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
Q1 		$1.52K Hold
72
– – ﹤0.01% 1994
2025
Q4 		$1.42K Hold
72
– – ﹤0.01% 1966
2025
Q3 		$1.39K Buy
+72
New +$1.37K ﹤0.01% 1972

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sunbelt Securities's PFS Position: Q1 2026 in Review

Sunbelt Securities held its Provident Financial Services (PFS) position steady in Q1 2026 at 72 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Sunbelt Securities first reported a position in PFS in Q3 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

  • Sunbelt Securities held 72 shares of Provident Financial Services worth $1.52K as of Q1 2026.
  • Sunbelt Securities left its Provident Financial Services share count unchanged in Q1 2026.
  • Provident Financial Services made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1994 holding.
  • Sunbelt Securities first reported a position in Provident Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.