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BEACON INVESTMENT ADVISORY SERVICES, INC. → PFS
BEACON INVESTMENT ADVISORY SERVICES, INC. PFS Position History
Provident Financial Services, Inc. • Financial Services
Quarters held
6
Latest value
$2.9M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $3.1M |
| Q4 2025 | $3.1M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.1M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 130.6K | — | — |
| Q2 2026 | $3.1M | 130.6K | — | — |
| Q1 2026 | $3.2M | 150.6K | — | — |
| Q4 2025 | $3.1M | 157.0K | — | — |
| Q4 2025 | $3.1M | 157.0K | — | — |
| Q3 2025 | $3.1M | 159.0K | — | — |
Other funds holding PFS
$190.2M
$190.2M
$154.1M
$150.2M
$65.5M