Trust Company of Vermont’s Provident Financial Services PFS Stock Holding History

Trust Company of Vermont’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 Q4	$408K	Hold	20,643	–	–	0.02%	275
2025 Q3	$398K	Hold	20,643	–	–	0.02%	276
2025 Q2	$362K	Hold	20,643	–	–	0.02%	282
2025 Q1	$354K	Hold	20,643	–	–	0.02%	280
2024 Q4	$390K	Hold	20,643	–	–	0.02%	278
2024 Q3	$383K	Hold	20,643	–	–	0.02%	265
2024 Q2	$296K	Hold	20,643	–	–	0.02%	275
2024 Q1	$301K	Hold	20,643	–	–	0.02%	271
2023 Q4	$372K	Sell	20,643 -1,558	-7%	-$24.4K	0.02%	235
2023 Q3	$339K	Hold	22,201	–	–	0.02%	247
2023 Q2	$363K	Hold	22,201	–	–	0.02%	250
2023 Q1	$426K	Sell	22,201 -10,000	-31%	-$221K	0.03%	234
2022 Q4	$688K	Hold	32,201	–	–	0.05%	202
2022 Q3	$628K	Buy	32,201 +8,520	+36%	+$199K	0.05%	196
2022 Q2	$527K	Hold	23,681	–	–	0.04%	212
2022 Q1	$554K	Sell	23,681 -100	-0.4%	-$2.41K	0.04%	215
2021 Q4	$576K	Hold	23,781	–	–	0.04%	215
2021 Q3	$558K	Hold	23,781	–	–	0.04%	215
2021 Q2	$544K	Sell	23,781 -11,555	-33%	-$279K	0.04%	218
2021 Q1	$787K	Hold	35,336	–	–	0.06%	180
2020 Q4	$635K	Hold	35,336	–	–	0.05%	185
2020 Q3	$431K	Hold	35,336	–	–	0.04%	207
2020 Q2	$511K	Hold	35,336	–	–	0.05%	193
2020 Q1	$454K	Hold	35,336	–	–	0.04%	205
2019 Q4	$871K	Hold	35,336	–	–	0.07%	183
2019 Q3	$867K	Hold	35,336	–	–	0.07%	185
2019 Q2	$857K	Buy	35,336 +400	+1%	+$10.1K	0.07%	183
2019 Q1	$904K	Hold	34,936	–	–	0.08%	176
2018 Q4	$843K	Buy	34,936 +11,723	+51%	+$284K	0.08%	173
2018 Q3	$570K	Sell	23,213 -900	-4%	-$23.4K	0.05%	215
2018 Q2	$664K	Sell	24,113 -3,500	-13%	-$95.1K	0.06%	205
2018 Q1	$707K	Sell	27,613 -6,400	-19%	-$168K	0.07%	190
2017 Q4	$917K	Sell	34,013 -823	-2%	-$22.4K	0.09%	175
2017 Q3	$929K	Hold	34,836	–	–	0.09%	169
2017 Q2	$884K	Buy	+34,836	New	+$865K	0.09%	168

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trust Company of Vermont's PFS Position: Q4 2025 in Review

Trust Company of Vermont held its Provident Financial Services (PFS) position steady in Q4 2025 at 20,643 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #275.

Trust Company of Vermont first reported a position in PFS in Q2 2017 and has held it in 35 quarters since. The position peaked at $929K in Q3 2017. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

Trust Company of Vermont held 20,643 shares of Provident Financial Services worth $408K as of Q4 2025.
Trust Company of Vermont left its Provident Financial Services share count unchanged in Q4 2025.
Provident Financial Services made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #275 holding.
Trust Company of Vermont first reported a position in Provident Financial Services in Q2 2017 and has held it in 35 quarters since.
Trust Company of Vermont's Provident Financial Services position peaked at $929K in Q3 2017.
286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.