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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$296K 0.01% 317