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Twin Peaks Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Twin Peaks Wealth Advisors’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 		$10.6K Buy
+499
New +$10.6K ﹤0.01% 1039
2025
Q3 		– Sell
-181
Closed -$3.41K – 1544
2025
Q2 		$3.41K Buy
+181
New +$3K ﹤0.01% 1459

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Twin Peaks Wealth Advisors's PFS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Provident Financial Services (PFS) in Q1 2026: 499 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PFS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PFS in Q2 2025 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 499 shares of Provident Financial Services worth $10.6K as of Q1 2026.
  • Provident Financial Services was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Provident Financial Services made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1039 holding.
  • Twin Peaks Wealth Advisors first reported a position in Provident Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.