GILPIN WEALTH MANAGEMENT, LLC PFS — PROVIDENT FINL SVCS INC

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported PROVIDENT FINL SVCS INC (PFS) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows PFS at 0.00% 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 GILPIN WEALTH MANAGEMENT, 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 Q3

PFS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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.

PFS stock page GILPIN WEALTH MANAGEMENT, LLC fund profile GILPIN WEALTH MANAGEMENT, LLC full holdings
How GILPIN WEALTH MANAGEMENT, LLC held PFS — position size vs. price
% of Fund (quarterly)    PFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 24 — 0% 0.00% $532 2026-10-09 $22.09
2026 Q2 UNCHANGED — — — 24 — 0% 0.00% $568 2026-07-24 $23.66
2026 Q1 ADDED — — — 24 +15 +166.7% 0.00% $508 2026-04-21 $21.91
2025 Q4 INITIATED — — — 9 — — 0.00% $178 2026-02-11 $22.54

🏢 Other funds also holding PFS

As of 2026 Q3 — sorted by position size

Ledgewood Wealth Advisors, LLC 8.18% Sound Income Strategies, LLC 3Y 7Y 0.58% MRA Advisory Group 3Y 0.25% COLLECTIVE FAMILY OFFICE LLC 3Y 0.13% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.07% Byrne Asset Management LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% Davis Capital Management 3Y 0.0%

FAQ About GILPIN WEALTH MANAGEMENT, 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 GILPIN WEALTH MANAGEMENT, LLC reported owning PFS?

GILPIN WEALTH MANAGEMENT, LLC reported PFS across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PFS position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for PFS was 0.00% in 2026 Q1.

What is the latest reported PFS position on this page?

The most recent filing on this page is 2026 Q3, when GILPIN WEALTH MANAGEMENT, LLC reported 24 shares, equal to 0.00% of portfolio, with an estimated market value of $532.

What does the chart on this PFS ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, 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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