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Waldron Private Wealth’s Provident Financial Services PFS Stock Holding History

Waldron Private Wealth’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
2025
Q4 		– Sell
-20,623
Closed -$398K – 335
2025
Q3 		$398K Hold
20,623
– – 0.02% 226
2025
Q2 		$362K Hold
20,623
– – 0.02% 227
2025
Q1 		$354K Hold
20,623
– – 0.02% 223
2024
Q4 		$389K Hold
20,623
– – 0.02% 291
2024
Q3 		$383K Hold
20,623
– – 0.02% 290
2024
Q2 		$296K Buy
+20,623
New +$300K 0.01% 317

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waldron Private Wealth's PFS Position: Q4 2025 in Review

Waldron Private Wealth sold out of Provident Financial Services (PFS) in Q4 2025, closing a stake of 20,623 shares — an estimated $398K sold.

Waldron Private Wealth first reported a position in PFS in Q2 2024 and held it in 6 quarters. The position peaked at $398K in Q3 2025. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

  • Waldron Private Wealth reported no remaining Provident Financial Services position as of Q4 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 20,623 Provident Financial Services shares in Q4 2025, an estimated $398K.
  • Waldron Private Wealth first reported a position in Provident Financial Services in Q2 2024 and held it in 6 quarters.
  • Waldron Private Wealth's Provident Financial Services position peaked at $398K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Waldron Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.