Wealth Enhancement Advisory Services
PFS icon

Wealth Enhancement Advisory Services’s Provident Financial Services PFS Stock Holding History

Wealth Enhancement Advisory Services’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 		$662K Buy
28,121
+2,188
+8% +$49.1K ﹤0.01% 2427
2026
Q1 		$552K Buy
25,933
+2,785
+12% +$59.4K ﹤0.01% 2239
2025
Q4 		$467K Sell
23,148
-279
-1% -$5.39K ﹤0.01% 2532
2025
Q3 		$460K Buy
23,427
+526
+2% +$10K ﹤0.01% 2432
2025
Q2 		$432K Buy
+22,901
New +$380K ﹤0.01% 2331
2025
Q1 		– Sell
-10,747
Closed -$203K – 3113
2024
Q4 		$203K Buy
10,747
+369
+4% +$7.3K ﹤0.01% 2686
2024
Q3 		$193K Buy
10,378
+201
+2% +$3.55K ﹤0.01% 2458
2024
Q2 		$146K Buy
+10,177
New +$148K ﹤0.01% 2352

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Provident Financial Services (PFS) stake by 8.4% in Q2 2026, buying an estimated $49.1K and bringing the position to 28,121 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Wealth Enhancement Advisory Services first reported a position in PFS in Q2 2024 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,121 shares of Provident Financial Services worth $662K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,188 Provident Financial Services shares in Q2 2026, an estimated $49.1K.
  • Provident Financial Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2427 holding.
  • Wealth Enhancement Advisory Services first reported a position in Provident Financial Services in Q2 2024 and has held it in 8 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.