YCM
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Yousif Capital Management’s Provident Financial Services PFS Stock Holding History

Yousif Capital Management’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 		$824K Buy
34,840
+72
+0.2% +$1.62K 0.01% 1152
2026
Q1 		$736K Sell
34,768
-546
-2% -$11.7K 0.01% 1227
2025
Q4 		$701K Sell
35,314
-5,001
-12% -$96.7K 0.01% 1261
2025
Q3 		$777K Sell
40,315
-8,173
-17% -$156K 0.01% 1230
2025
Q2 		$850K Buy
48,488
+199
+0.4% +$3.3K 0.01% 1214
2025
Q1 		$829K Sell
48,289
-1,059
-2% -$19.2K 0.01% 1199
2024
Q4 		$931K Sell
49,348
-1,311
-3% -$25.9K 0.01% 1189
2024
Q3 		$940K Sell
50,659
-1,380
-3% -$24.4K 0.01% 1215
2024
Q2 		$747K Buy
52,039
+17,872
+52% +$260K 0.01% 1287
2024
Q1 		$498K Sell
34,167
-3,190
-9% -$50.7K 0.01% 1514
2023
Q4 		$674K Sell
37,357
-125
-0.3% -$1.96K 0.01% 1413
2023
Q3 		$573K Sell
37,482
-2,722
-7% -$46.1K 0.01% 1421
2023
Q2 		$657K Sell
40,204
-2,259
-5% -$38.4K 0.01% 1372
2023
Q1 		$814K Sell
42,463
-5,340
-11% -$118K 0.01% 1251
2022
Q4 		$1.02M Sell
47,803
-12,610
-21% -$271K 0.01% 1144
2022
Q3 		$1.18M Sell
60,413
-1,554
-3% -$36.3K 0.02% 1084
2022
Q2 		$1.38M Sell
61,967
-7,960
-11% -$178K 0.02% 1048
2022
Q1 		$1.64M Sell
69,927
-1,220
-2% -$29.3K 0.02% 1086
2021
Q4 		$1.72M Buy
+71,147
New +$1.74M 0.02% 1087

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Yousif Capital Management's PFS Position: Q2 2026 in Review

Yousif Capital Management increased its Provident Financial Services (PFS) stake by 0.21% in Q2 2026, buying an estimated $1.62K and bringing the position to 34,840 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #1152.

Yousif Capital Management first reported a position in PFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 150 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Yousif Capital Management held 34,840 shares of Provident Financial Services worth $824K as of Q2 2026.
  • Yousif Capital Management bought 72 Provident Financial Services shares in Q2 2026, an estimated $1.62K.
  • Provident Financial Services made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1152 holding.
  • Yousif Capital Management first reported a position in Provident Financial Services in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Provident Financial Services position peaked at $1.72M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.