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True Wealth Design’s Provident Financial Services PFS Stock Holding History

True Wealth Design’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 		$899 Hold
38
– – ﹤0.01% 2026
2026
Q1 		$805 Hold
38
– – ﹤0.01% 1886
2025
Q4 		$751 Hold
38
– – ﹤0.01% 1808
2025
Q3 		$733 Hold
38
– – ﹤0.01% 1871
2025
Q2 		$667 Buy
+38
New +$631 ﹤0.01% 1626

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

True Wealth Design's PFS Position: Q2 2026 in Review

True Wealth Design held its Provident Financial Services (PFS) position steady in Q2 2026 at 38 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

True Wealth Design first reported a position in PFS in Q2 2025 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • True Wealth Design held 38 shares of Provident Financial Services worth $899 as of Q2 2026.
  • True Wealth Design left its Provident Financial Services share count unchanged in Q2 2026.
  • Provident Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2026 holding.
  • True Wealth Design first reported a position in Provident Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.