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Wealthspire Advisors (New York)’s Provident Financial Services PFS Stock Holding History

Wealthspire Advisors (New York)’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
-944
Closed -$18.2K – 2353
2025
Q3 		$18.2K Buy
+944
New +$18K ﹤0.01% 1726

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

Wealthspire Advisors (New York)'s PFS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Provident Financial Services (PFS) in Q4 2025, closing a stake of 944 shares — an estimated $18.2K sold.

Wealthspire Advisors (New York) first reported a position in PFS in Q3 2025 and held it in 1 quarter. The position peaked at $18.2K in Q3 2025. 286 funds tracked by Wall St. Rank hold PFS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Provident Financial Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 944 Provident Financial Services shares in Q4 2025, an estimated $18.2K.
  • Wealthspire Advisors (New York) first reported a position in Provident Financial Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Provident Financial Services position peaked at $18.2K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.