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World Investment Advisors’s Provident Financial Services PFS Stock Holding History

World Investment 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
2026
Q2 		– Sell
-20,332
Closed -$430K – 1579
2026
Q1 		$430K Buy
20,332
+8
+0% +$171 0.01% 1056
2025
Q4 		$401K Buy
+20,324
New +$393K 0.01% 1034

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

World Investment Advisors's PFS Position: Q2 2026 in Review

World Investment Advisors sold out of Provident Financial Services (PFS) in Q2 2026, closing a stake of 20,332 shares — an estimated $430K sold.

World Investment Advisors first reported a position in PFS in Q4 2025 and held it in 2 quarters. The position peaked at $430K in Q1 2026. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • World Investment Advisors reported no remaining Provident Financial Services position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 20,332 Provident Financial Services shares in Q2 2026, an estimated $430K.
  • World Investment Advisors first reported a position in Provident Financial Services in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's Provident Financial Services position peaked at $430K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.