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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

PFS holding history

Provident Financial Services Inc in every 13F filed by Waldron Private Wealth 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2024
Holdings of PFS by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−20,623−100.0%Sold outHolders
Q3 202520,623$397.6K<0.1%00.0%UnchangedHolders
Q2 202520,623$361.5K<0.1%00.0%UnchangedHolders
Q1 202520,623$354.1K<0.1%00.0%UnchangedHolders
Q4 202420,623$389.2K<0.1%00.0%UnchangedHolders
Q3 202420,623$382.8K<0.1%00.0%UnchangedHolders
Q2 202420,623$295.9K<0.1%+20,623NewHolders