Vise Technologies’s Provident Financial Services PFS Stock Holding History

Vise Technologies’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 Q3	$283K	Buy	+12,797	New	+$304K	﹤0.01%	1738

Other funds holding PFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vise Technologies's PFS Position: Q3 2026 in Review

Vise Technologies opened a new position in Provident Financial Services (PFS) in Q3 2026: 12,797 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1738 among its holdings.

171 funds tracked by Wall St. Rank hold PFS as of Q3 2026.

Vise Technologies held 12,797 shares of Provident Financial Services worth $283K as of Q3 2026.
Provident Financial Services was a new Vise Technologies position in Q3 2026.
Provident Financial Services made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1738 holding.
171 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.