Valued Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Valued 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	$1.66K	Buy	+70	New	+$1.57K	﹤0.01%	709

Other funds holding PFS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Valued Wealth Advisors's PFS Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Provident Financial Services (PFS) in Q2 2026: 70 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings.

62 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

Valued Wealth Advisors held 70 shares of Provident Financial Services worth $1.66K as of Q2 2026.
Provident Financial Services was a new Valued Wealth Advisors position in Q2 2026.
Provident Financial Services made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #709 holding.
62 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.