RAFFA WEALTH MANAGEMENT, LLC’s Provident Financial Services PFS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$827	Hold	35	–	–	﹤0.01%	1076
2026 Q1	$741	Hold	35	–	–	﹤0.01%	1011
2025 Q4	$691	Hold	35	–	–	﹤0.01%	1016
2025 Q3	$675	Hold	35	–	–	﹤0.01%	993
2025 Q2	$614	Hold	35	–	–	﹤0.01%	961
2025 Q1	$601	Hold	35	–	–	﹤0.01%	924
2024 Q4	$660	Hold	35	–	–	﹤0.01%	955
2024 Q3	$650	Hold	35	–	–	﹤0.01%	941
2024 Q2	$502	Hold	35	–	–	﹤0.01%	1053
2024 Q1	$510	Hold	35	–	–	﹤0.01%	1041
2023 Q4	$631	Hold	35	–	–	﹤0.01%	932
2023 Q3	$535	Hold	35	–	–	﹤0.01%	928
2023 Q2	$572	Hold	35	–	–	﹤0.01%	938
2023 Q1	$671	Hold	35	–	–	﹤0.01%	899
2022 Q4	$748	Hold	35	–	–	﹤0.01%	856
2022 Q3	$683	Hold	35	–	–	﹤0.01%	927
2022 Q2	$779	Hold	35	–	–	﹤0.01%	894
2022 Q1	$819	Hold	35	–	–	﹤0.01%	933
2021 Q4	$848	Hold	35	–	–	﹤0.01%	929
2021 Q3	$821	Hold	35	–	–	﹤0.01%	908
2021 Q2	$801	Hold	35	–	–	﹤0.01%	924
2021 Q1	$780	Hold	35	–	–	﹤0.01%	920
2020 Q4	$629	Hold	35	–	–	﹤0.01%	834
2020 Q3	$427	Hold	35	–	–	﹤0.01%	831
2020 Q2	$506	Hold	35	–	–	﹤0.01%	808
2020 Q1	$450	Hold	35	–	–	﹤0.01%	768
2019 Q4	$863	Hold	35	–	–	﹤0.01%	663
2019 Q3	$859	Buy	+35	New	+$850	﹤0.01%	651
2019 Q2	–	Sell	-35	Closed	-$906	–	1211
2019 Q1	$906	Hold	35	–	–	﹤0.01%	602
2018 Q4	$845	Hold	35	–	–	﹤0.01%	604
2018 Q3	$859	Hold	35	–	–	﹤0.01%	682
2018 Q2	$964	Hold	35	–	–	﹤0.01%	602
2018 Q1	$896	Buy	+35	New	+$921	﹤0.01%	627
2017 Q1	–	Sell	-37	Closed	-$1.05K	–	722
2016 Q4	$1.05K	Hold	37	–	–	﹤0.01%	426
2016 Q3	$786	Hold	37	–	–	﹤0.01%	504
2016 Q2	$727	Hold	37	–	–	﹤0.01%	503
2016 Q1	$747	Hold	37	–	–	﹤0.01%	506
2015 Q4	$746	Hold	37	–	–	﹤0.01%	493
2015 Q3	$722	Hold	37	–	–	﹤0.01%	495
2015 Q2	$703	Hold	37	–	–	﹤0.01%	509
2015 Q1	$690	Hold	37	–	–	﹤0.01%	536
2014 Q4	$668	Hold	37	–	–	﹤0.01%	514
2014 Q3	$606	Buy	+37	New	+$625	﹤0.01%	514
2014 Q1	–	Sell	-37	Closed	-$668	–	606
2013 Q4	$668	Buy	+37	New	+$681	﹤0.01%	514

Other funds holding PFS

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

LWA

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

SIS

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

HAI

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

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

BIAS

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

CLA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PFS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Provident Financial Services (PFS) position steady in Q2 2026 at 35 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFS in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.05K in Q4 2016. 73 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 35 shares of Provident Financial Services worth $827 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Provident Financial Services share count unchanged in Q2 2026.
Provident Financial Services made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1076 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Provident Financial Services in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Provident Financial Services position peaked at $1.05K in Q4 2016.
73 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.