236 tracked 13F filers disclose a position in PFS as of the latest SEC 13F filings, a combined $1.8B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $408.9M | 19.3M | ▼−0.2% Reduced · −48K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $170.8M | 8.1M | ▲+3.3% Added · +257K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $170.6M | 8.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $154.1M | 7.3M | ▲+3.3% Added · +235K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $118.7M | 5.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $75.9M | 3.6M | ▲+20% Added · +607K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $70.3M | 3.3M | ▲+8.0% Added · +246K sh | Q1 2026 | |
| 8 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $41.4M | 2.0M | ▼−0.9% Reduced · −18K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34.2M | 1.6M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $32.4M | 1.5M | ▼−3.0% Reduced · −47K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $28.8M | 1.4M | ▲+3.5% Added · +46K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $25.9M | 1.2M | ▼−11% Reduced · −156K sh | Q1 2026 | |
| 13 | PRUDENTIAL FINANCIAL INC | $21.3M | 1.0M | ▲+39% Added · +284K sh | Q1 2026 | |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20.2M | 953K | ▲+6.3% Added · +57K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $19.7M | 947K | ▲+1.1% Added · +11K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $19.7M | 930K | ▼−25% Reduced · −309K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $19.5M | 922K | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $17.9M | 846K | →First observed position No prior filed position | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $17.5M | 827K | ▲+11% Added · +80K sh | Q1 2026 | |
| 20 | VICTORY CAPITAL MANAGEMENT INC | $15.0M | 708K | ▲+72% Added · +296K sh | Q1 2026 | |
| 21 | Ledgewood Wealth Advisors, LLC | $16.0M | 678K | —Held | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $13.2M | 625K | ▲+23% Added · +118K sh | Q1 2026 | |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.1M | 617K | ▼−8.8% Reduced · −60K sh | Q1 2026 | |
| 24 | SIMON QUICK ADVISORS, LLC | $12.7M | 600K | —Held | Q1 2026 | |
| 25 | Empowered Funds, LLC | $12.4M | 585K | ▲+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.
Last quarter, 2 funds opened a new position in PFS and 20 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 90 funds | $41.3B |
| APPLE INCAAPL | 89 funds | $50.5B |
| ALPHABET INC-CL AGOOGL | 89 funds | $27.7B |
| JPMORGAN CHASE & COJPM | 89 funds | $12.8B |
| VISA INC-CLASS A SHARESV | 89 funds | $8.7B |
| RTX CORPRTX | 89 funds | $3.7B |
| NVIDIA CORPNVDA | 88 funds | $55.7B |
| AMAZON.COM INCAMZN | 88 funds | $28.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 88 funds | $9.7B |
| JOHNSON & JOHNSONJNJ | 88 funds | $8.8B |
| PROCTER & GAMBLE CO/THEPG | 88 funds | $4.6B |
| TJX COMPANIES INCTJX | 88 funds | $4.2B |
Ranked by how many of PFS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Mar 13, 2025 | LISTA GEORGE | Pres/CEO Prov Protection Plus | Buy (P) | 1K | $17K |
| Dec 11, 2024 | Christy James A. | EVP, CRO of Provident Bank | Sell (S) | 4K | $73K |
| Nov 20, 2024 | MARTIN CHRISTOPHER P | Executive Chairman, Director | Sell (S) | 18K | $374K |
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.