Among active 13F managers last quarter, 5 opened and 21 added, while 8 reduced; the largest holder to move was American Century Companies Inc (+20%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.9M in open-market trades.
The legs disagree, or only one of them leans.
275 tracked 13F filers disclose a position in PFS as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.2M | $454.9M | ▼−0.4% Reduced · −79K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 8.2M | $194.6M | ▲+2.1% Added · +169K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 8.1M | $170.8M | ▲+3.3% Added · +257K sh | Q1 2026 | |
| 4 | State Street Corp | 8.0M | $190.2M | ▲+10% Added · +762K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 5.6M | $133.4M | ▲+0.6% Added · +35K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 3.6M | $75.9M | ▲+20% Added · +607K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 3.5M | $82.6M | ▲+5.2% Added · +171K sh | Q2 2026 | |
| 8 | Systematic Financial Management LP | 1.9M | $44.3M | ▼−4.3% Reduced · −85K sh | Q2 2026 | |
| 9 | Charles Schwab Investment Management Inc | 1.6M | $34.2M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | 1.5M | $32.4M | ▼−3.0% Reduced · −47K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 1.4M | $28.8M | ▲+3.5% Added · +46K sh | Q1 2026 | |
| 12 | Morgan Stanley | 1.2M | $25.9M | ▼−11% Reduced · −156K sh | Q1 2026 | |
| 13 | Prudential Financial Inc | 1.0M | $21.3M | ▲+39% Added · +284K sh | Q1 2026 | |
| 14 | Bridgeway Capital Management, LLC | 985K | $23.3M | ▲+3.3% Added · +32K sh | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 947K | $19.7M | ▲+1.1% Added · +11K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 930K | $19.7M | ▼−25% Reduced · −309K sh | Q1 2026 | |
| 17 | Nuveen, LLC | 922K | $19.5M | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 862K | $20.4M | ▲+1.9% Added · +16K sh | Q2 2026 | |
| 19 | Principal Financial Group Inc | 827K | $17.5M | ▲+11% Added · +80K sh | Q1 2026 | |
| 20 | Victory Capital Management Inc | 708K | $15.0M | ▲+72% Added · +296K sh | Q1 2026 | |
| 21 | Ledgewood Wealth Advisors, LLC | 678K | $16.0M | —Held | Q2 2026 | |
| 22 | Bank Of America Corp | 625K | $13.2M | ▲+23% Added · +118K sh | Q1 2026 | |
| 23 | Hotchkis & Wiley Capital Management LLC | 622K | $14.7M | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 24 | Simon Quick Advisors, LLC | 600K | $12.7M | —Held | Q1 2026 | |
| 25 | Empowered Funds, LLC | 585K | $12.4M | ▲+4.9% Added · +27K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in PFS and 21 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 136 funds | $199.9B |
| Apple IncAAPL | 134 funds | $226.9B |
| Amazon.com IncAMZN | 134 funds | $152.7B |
| JPMorgan Chase & CoJPM | 134 funds | $46.2B |
| Nvidia CorpNVDA | 133 funds | $313.2B |
| Visa Inc-Class A SharesV | 133 funds | $45.4B |
| Alphabet Inc-CL AGOOGL | 131 funds | $134.5B |
| Eli Lilly & CoLLY | 131 funds | $65.8B |
| Meta Platforms Inc-Class AMETA | 130 funds | $82.7B |
| Tesla IncTSLA | 128 funds | $55.7B |
| Mastercard Inc - AMA | 128 funds | $42.0B |
| General ElectricGE | 128 funds | $24.0B |
Ranked by how many of PFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Shara Thomas | Director | Sell (S) | 40K | $929K |
| Aug 31, 2026 | Shara Thomas | Director | Sell (S) | 16K | $370K |
| Aug 18, 2026 | Giannola Vito | EVP & CRBO of provident Bank | Sell (S) | 20K | $487K |
| Jun 12, 2026 | Lista George | Pres/CEO Prov Protection Plus | Sell (S) | 4K | $83K |
| May 8, 2026 | Lista George | Pres/CEO Prov Protection Plus | Sell (S) | 3K | $57K |
| Feb 26, 2026 | McCracken Robert E | Director | Sell (S) | 6K | $137K |
| Feb 5, 2026 | Martin Christopher P | Executive Chairman, Director | Sell (S) | 1K | $25K |
| Nov 6, 2025 | Lista George | Pres/CEO Prov Protection Plus | Sell (S) | 8K | $152K |
| Sep 12, 2025 | Christy James A. | EVP, CRO of Provident Bank | Sell (S) | 3K | $60K |
| Sep 11, 2025 | Pugliese John | Director | Sell (S) | 25K | $498K |
| Aug 21, 2025 | Giannola Vito | EVP & CRBO of provident Bank | Sell (S) | 7K | $140K |
| Jun 11, 2025 | Martin Christopher P | Executive Chairman, Director | Sell (S) | 56K | $950K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 47 | 33 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.9M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PFS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFS/capital-change-brief"
Use Arkolith's capital_change_brief for PFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.