Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Provident Finl Svcs Inc (PFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — PFS

Based on 302 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
302 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 — +20% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

158 buying100 selling
Last quarter: 158 funds were net buyers (44 opened a brand new position + 114 added to an existing one). Only 100 were sellers (77 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 36 → 39 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
166 out of 302 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.
➡️

Steady discovery — ~44 new funds/quarter

28 → 45 → 36 → 39 → 44 new funds/Q
New funds entering each quarter: 45 → 36 → 39 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 302 holders: 179 (59%) are 2+ year veterans, 46 entered 1–2 years ago, and 77 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
48 of 301 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — PFS

In 2026 Q1, 158 hedge funds were net buyers of PFS (44 opened a new position, 114 added to an existing one), while 100 reduced or exited (77 trimmed, 23 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in PFS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 302.

Hedge Fund Ownership: PFS

How many hedge funds hold PFS — quarterly history vs. share price
Quarterly hedge fund ownership of PFS vs. share price

Market Analysis: PFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much PFS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PFS
+6.9%
XLF
+1232.4%

PFS outperformed XLF by -1225.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PFS
+5.4%
XLF
+5.8%

Since the filing became public, PFS outperformed XLF by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PFS
299 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 299 281 6.41%
13F Shares 95M 94M 1.24%
Total Value $1.99B $1.86B 7.38%
New Positions 42 39 +3
Increased Positions 113 94 +19
Closed Positions 24 26 -2
Reduced Positions 77 98 -21
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFS

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Financial Highlights

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Institutional Holders (2026 Q1)

299 + 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:
Top 25 PFS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 8.08% 678,112 $14.3M
2 EJF Capital LP 2.00% 134,150 $2.8M
3 Salzhauer Michael 1.52% 152,203 $3.2M
4 Rosenthal | Henry Capital Advisors, Inc. 1.43% 68,962 $1.5M
5 Siena Capital Partners GP, LLC 1.04% 189,706 $4.0M
6 Systematic Financial Management LP 0.95% 1,956,748 $41.4M
7 Mendon Capital Advisors Corp 0.94% 115,000 $2.4M
8 Carnegie Lake Advisors LLC 0.90% 106,958 $2.3M
9 Sound Income Strategies, LLC 0.59% 575,209 $12.2M
10 Simon Quick Advisors, LLC 0.58% 600,000 $12.7M
11 Riverwater Partners LLC 0.48% 67,414 $1.4M
12 Basswood Capital Management, L.L.C. 0.41% 414,090 $8.8M
13 Bridgeway Capital Management, LLC 0.41% 953,012 $20.2M
14 Daytona Street Capital LLC 0.36% 22,000 $473K
15 Integrated Quantitative Investments LLC 0.32% 84,205 $1.8M
16 ELCO Management Co., LLC 0.32% 31,738 $672K
17 Oliver Luxxe Assets LLC 0.29% 92,518 $2.0M
18 MRA Advisory Group 0.25% 29,258 $619K
19 Meadowbrook Advisors Group, LLC 0.25% 19,888 $421K
20 New Age Alpha Advisors, LLC 0.20% 205,206 $4.3M
21 Odyssean, LLC 0.19% 24,497 $518K
22 Newport Capital Group, LLC 0.19% 14,429 $305K
23 Collective Family Office LLC 0.14% 29,527 $625K
24 Hennessy Advisors Inc 0.14% 180,000 $3.8M
25 Sterling Financial Planning, Inc. 0.14% 21,689 $459K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 61% buying: Last quarter: 158 funds were net buyers (44 opened a brand new position + 114 added to an existing one). Only 100 were sellers (77 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PFS holders?

Elite ownership — 45% AUM from top-100 funds: 48 of 301 holders are among the 100 largest funds by AUM, controlling 45% 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?

55% of holders stayed for 2+ years: 166 out of 302 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 Q1 hedge fund 13F filings?

As of today, PFS has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), PFS has gained +6.9% vs +1232.4% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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