Wipfli Financial Advisors’s Provident Financial Services PFS Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$44K	Buy	+2,260	New	+$52.8K	﹤0.01%	1149

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's PFS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Provident Financial Services (PFS) in Q3 2022: 2,260 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings.

204 funds tracked by Wall St. Rank hold PFS as of Q3 2022.

Wipfli Financial Advisors held 2,260 shares of Provident Financial Services worth $44K as of Q3 2022.
Provident Financial Services was a new Wipfli Financial Advisors position in Q3 2022.
Provident Financial Services made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1149 holding.
204 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.