PFS β€” PROVIDENT FINL SVCS INC

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  6 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported PROVIDENT FINL SVCS INC (PFS) in 6 quarterly 13F filings from 2024 Q2 through 2025 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 PRINCIPAL SECURITIES, INC.'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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 2025 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.

How PRINCIPAL SECURITIES, INC. held PFS β€” position size vs. price
% of Fund (quarterly)    PFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 50 -125 -71.4% 0.00% $964 2025-11-12 $18.36
2025 Q2 ADDED 175 +125 +250.0% 0.00% $3K 2025-08-11 $17.48
2025 Q1 UNCHANGED 50 β€” 0% 0.00% $944 2025-04-30 $15.58
2024 Q4 UNCHANGED 50 β€” 0% 0.00% $944 2025-01-30 $17.44
2024 Q3 UNCHANGED 50 β€” 0% 0.00% $928 2024-10-28 $17.95
2024 Q2 INITIATED 50 β€” β€” 0.00% $718 2024-07-31 $17.00

🏒 Other funds also holding PFS

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.14% Byrne Asset Management LLC 3Y 0.01%

FAQ About PRINCIPAL SECURITIES, INC. and PFS

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

How long has PRINCIPAL SECURITIES, INC. reported owning PFS?

PRINCIPAL SECURITIES, INC. reported PFS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported PFS position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for PFS was 0.00% in 2025 Q2.

What is the latest reported PFS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $964.

What does the chart on this PFS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'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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