Provident Finl Svcs Inc (PFS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Provident Finl Svcs Inc (PFS) following the 2026 Q2 hedge fund 13F filings?

As of today, PFS has moved -6.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -2.4%. Since the quarter end (June 30, 2026), PFS gained -2.5% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Provident Finl Svcs Inc (PFS)

310 + Investors. Track Smart Money conviction in PFS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PFS

Based on 313 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

313 hedge funds hold PFS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

153 buying115 selling

Last quarter: 153 funds bought or added vs 115 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 36 → 39 → 45 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 20% new

186 out of 313 hedge funds have held PFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +22% but shares only +6% — price-driven

Value

+21%

+6%

Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

46 → 36 → 39 → 45 → 43 new funds/Q

New funds entering each quarter: 36 → 39 → 45 → 43. A growing number of institutions are discovering PFS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 26% new

Entry-cohort mix of 313 holders: 183 (58%) are 2+ year veterans, 49 entered 1–2 years ago, and 81 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

53 of 312 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in PFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	310	304	1.97%
13F Shares	98M	96M	2.54%
Total Value	$2.29B	$2.00B	14.78%
New Positions	43	45	-2
Increased Positions	109	114	-5
Closed Positions	36	23	+13
Reduced Positions	81	77	+4
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

310

304

1.97%

13F Shares

98M

96M

2.54%

Total Value

$2.29B

$2.00B

14.78%

New Positions

-2

Increased Positions

109

114

-5

Closed Positions

+13

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

310 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PFS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ledgewood Wealth Advisors, LLC	8.51%	678,112	$16.0M
2	EJF Capital LP	1.67%	105,418	$2.5M
3	Salzhauer Michael	1.23%	152,203	$3.6M
4	Siena Capital Partners GP, LLC	1.08%	189,706	$4.5M
5	Mendon Capital Advisors Corp	0.96%	115,000	$2.7M
6	Carnegie Lake Advisors LLC	0.94%	106,958	$2.5M
7	Systematic Financial Management LP	0.88%	1,871,847	$44.3M
8	Hussman Strategic Advisors, INC.	0.80%	147,000	$3.5M
9	Sound Income Strategies, LLC	0.60%	569,907	$13.5M
10	Simon Quick Advisors, LLC	0.57%	600,000	$14.2M
11	Riverwater Partners LLC	0.48%	68,457	$1.6M
12	Bridgeway Capital Management, LLC	0.41%	984,585	$23.3M
13	MQS Management LLC	0.39%	13,586	$321K
14	Basswood Capital Management, L.L.C.	0.39%	414,090	$9.8M
15	Daytona Street Capital LLC	0.38%	22,000	$519K
16	ELCO Management Co., LLC	0.32%	31,527	$745K
17	JMN Financial LLC	0.26%	14,230	$336K
18	MRA Advisory Group	0.25%	29,570	$699K
19	Meadowbrook Advisors Group, LLC	0.25%	19,888	$470K
20	iSAM Funds (UK) Ltd	0.25%	15,000	$355K
21	Edgestream Partners, L.P.	0.21%	300,346	$7.1M
22	New Age Alpha Advisors, LLC	0.20%	201,175	$4.8M
23	Newport Capital Group, LLC	0.19%	14,489	$343K
24	Midwest Professional Planners, LTD.	0.18%	39,894	$943K
25	Oliver Luxxe Assets LLC	0.17%	49,837	$1.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Provident Finl Svcs Inc (PFS)

What does the Smart Money Trend signal show for PFS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFS?

Slight buying edge — 57% buying: Last quarter: 153 funds bought or added vs 115 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFS holders?

Elite ownership — 69% AUM from top-100 funds: 53 of 312 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in PFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFS?

59% of holders stayed for 2+ years: 186 out of 313 hedge funds have held PFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Provident Finl Svcs Inc (PFS) following the 2026 Q2 hedge fund 13F filings?

As of today, PFS has moved -6.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -2.4%. Since the quarter end (June 30, 2026), PFS has gained -2.5% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Provident Finl Svcs Inc (PFS)

Smart Money Signals — PFS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~43 new funds per quarter

59% of holders stayed for 2+ years

Value +22% but shares only +6% — price-driven

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 26% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — PFS

Hedge Fund Ownership: PFS

Market Analysis: PFS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFS

Is It Too Late to Buy Provident Finl Svcs Inc (PFS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PFS

Statistics: PFS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Provident Finl Svcs Inc (PFS)

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