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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
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
–
3114
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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