PFS β€” PROVIDENT FINL SVCS INC

Ownership history in Bluesphere Advisors LLC  Β·  8 quarters on record

AI Ownership Summary

Bluesphere Advisors LLC reported PROVIDENT FINL SVCS INC (PFS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows PFS at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bluesphere Advisors LLC's position in PROVIDENT FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFS was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bluesphere Advisors LLC held PFS β€” position size vs. price
% of Fund (quarterly)    PFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,000 β€” 0% 0.08% $212K 2026-04-22 $22.38
2025 Q4 UNCHANGED 10,000 β€” 0% 0.09% $198K 2026-01-21 $20.97
2025 Q3 UNCHANGED 10,000 β€” 0% 0.09% $193K 2025-11-03 $18.01
2025 Q2 UNCHANGED 10,000 β€” 0% 0.09% $175K 2025-07-17 $17.96
2025 Q1 UNCHANGED 10,000 β€” 0% 0.10% $172K 2025-04-23 $15.58
2024 Q4 UNCHANGED 10,000 β€” 0% 0.09% $189K 2025-01-24 $17.82
2024 Q3 UNCHANGED 10,000 β€” 0% 0.09% $186K 2024-10-21 $17.29
2024 Q2 INITIATED 10,000 β€” β€” 0.07% $144K 2024-07-22 $16.39

FAQ About Bluesphere Advisors LLC and PFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bluesphere Advisors LLC reported owning PFS?

Bluesphere Advisors LLC reported PFS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PFS position in Bluesphere Advisors LLC's portfolio?

The largest reported portfolio weight for PFS was 0.10% in 2025 Q1.

What is the latest reported PFS position on this page?

The most recent filing on this page is 2026 Q1, when Bluesphere Advisors LLC reported 10,000 shares, equal to 0.08% of portfolio, with an estimated market value of $212K.

What does the chart on this PFS ownership page compare?

The chart compares Bluesphere Advisors LLC's quarterly PFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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