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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PFS holding history

Provident Financial Services Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFS overviewAll 13F holders of PFSFull Q2 2026 holdings

Shares (Q2 2026)
74
Value
$1.75K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of PFS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674$1.75K<0.1%+74NewHolders
Q4 20250$00.0%−94−100.0%Sold outHolders
Q3 202594$1.81K<0.1%+94NewHolders