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WBI Investments’s Provident Financial Services PFS Stock Holding History

WBI Investments’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
Q1 		$300K Buy
14,182
+2,709
+24% +$57.8K 0.08% 237
2025
Q4 		$227K Sell
11,473
-64
-0.6% -$1.24K 0.06% 295
2025
Q3 		$222K Sell
11,537
-640
-5% -$12.2K 0.06% 288
2025
Q2 		$213K Buy
+12,177
New +$202K 0.06% 256
2024
Q4 		– Sell
-17,597
Closed -$327K – 270
2024
Q3 		$327K Buy
+17,597
New +$311K 0.08% 214
2024
Q2 		– Sell
-19,161
Closed -$279K – 216
2024
Q1 		$279K Sell
19,161
-3,535
-16% -$56.2K 0.06% 174
2023
Q4 		$409K Buy
22,696
+3,155
+16% +$49.5K 0.08% 161
2023
Q3 		$299K Buy
19,541
+1,338
+7% +$22.7K 0.06% 168
2023
Q2 		$297K Buy
+18,203
New +$310K 0.05% 170
2021
Q1 		– Sell
-18,478
Closed -$332K – 223
2020
Q4 		$332K Sell
18,478
-1,944
-10% -$29.6K 0.05% 136
2020
Q3 		$249K Buy
+20,422
New +$275K 0.04% 116
2017
Q4 		– Sell
-76,649
Closed -$2.04M – 353
2017
Q3 		$2.04M Buy
+76,649
New +$1.94M 0.09% 136
2017
Q2 		– Sell
-51,074
Closed -$1.32M – 349
2017
Q1 		$1.32M Sell
51,074
-3,056
-6% -$81K 0.06% 186
2016
Q4 		$1.53M Buy
+54,130
New +$1.35M 0.07% 178

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WBI Investments's PFS Position: Q1 2026 in Review

WBI Investments increased its Provident Financial Services (PFS) stake by 24% in Q1 2026, buying an estimated $57.8K and bringing the position to 14,182 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #237.

WBI Investments first reported a position in PFS in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2017. 305 funds tracked by Wall St. Rank hold PFS as of Q1 2026.

  • WBI Investments held 14,182 shares of Provident Financial Services worth $300K as of Q1 2026.
  • WBI Investments bought 2,709 Provident Financial Services shares in Q1 2026, an estimated $57.8K.
  • Provident Financial Services made up 0.08% of WBI Investments's portfolio in Q1 2026, its #237 holding.
  • WBI Investments first reported a position in Provident Financial Services in Q4 2016 and has held it in 14 quarters since.
  • WBI Investments's Provident Financial Services position peaked at $2.04M in Q3 2017.
  • 305 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.