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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
Q2 		– Sell
-499
Closed -$10.6K – 1628
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 $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

Twin Peaks Wealth Advisors's PFS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Provident Financial Services (PFS) in Q2 2026, closing a stake of 499 shares — an estimated $10.6K sold.

Twin Peaks Wealth Advisors first reported a position in PFS in Q2 2025 and held it in 2 quarters. The position peaked at $10.6K in Q1 2026. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Provident Financial Services position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 499 Provident Financial Services shares in Q2 2026, an estimated $10.6K.
  • Twin Peaks Wealth Advisors first reported a position in Provident Financial Services in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Provident Financial Services position peaked at $10.6K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.