PFS β€” PROVIDENT FINL SVCS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PROVIDENT FINL SVCS INC (PFS) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. 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 WEALTH ENHANCEMENT ADVISORY SERVICES, 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 0.00% 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
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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PFS β€” position size vs. price
% of Fund (quarterly)    PFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,933 +2,785 +12.0% 0.00% $552K 2026-04-08 $22.06
2025 Q4 REDUCED 23,148 -279 -1.2% 0.00% $467K 2026-01-08 $20.17
2025 Q3 ADDED 23,427 +526 +2.3% 0.00% $460K 2025-10-29 $18.13
2025 Q2 ADDED 22,901 +12,523 +120.7% 0.00% $432K 2025-07-10 $18.13
2024 Q4 UNCHANGED 10,378 β€” 0% 0.00% $193K 2025-01-10 $16.94
2024 Q3 ADDED 10,378 +201 +2.0% 0.00% $193K 2024-10-24 $17.70
2024 Q2 INITIATED 10,177 β€” β€” 0.00% $146K 2024-07-16 $16.18

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning PFS?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PFS across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PFS position in WEALTH ENHANCEMENT ADVISORY SERVICES, 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 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 25,933 shares, equal to 0.00% of portfolio, with an estimated market value of $552K.

What does the chart on this PFS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, 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.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings