Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

PFS holding history

Provident Financial Services Inc in every 13F filed by JFS Wealth 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)
20
Value
$473
% of portfolio
<0.1%
Quarters held
8
Since Q3 2022
Holdings of PFS by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$473<0.1%+20NewHolders
Q2 20240$00.0%−1−100.0%Sold outHolders
Q1 20241$15<0.1%−1−50.0%ReducedHolders
Q4 20232$37<0.1%−3−60.0%ReducedHolders
Q3 20235$77<0.1%+3+150.0%AddedHolders
Q2 20232$33<0.1%−4−66.7%ReducedHolders
Q1 20236$116<0.1%−1−14.3%ReducedHolders
Q4 20227$150<0.1%+2+40.0%AddedHolders
Q3 20225$00.0%+5NewHolders