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Ledgewood Wealth Advisors, LLC → PFS
Ledgewood Wealth Advisors, LLC PFS Position History
Provident Financial Services, Inc. • Financial Services
Quarters held
5
Latest value
$14.8M
Q3 2026
Peak value
$16M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.1M |
| Q4 2025 | $13.4M |
| Q1 2026 | $14.3M |
| Q2 2026 | $16M |
| Q3 2026 | $14.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.8M | 670.1K | — | — |
| Q2 2026 | $16M | 678.1K | — | — |
| Q1 2026 | $14.3M | 678.1K | — | — |
| Q4 2025 | $13.4M | 678.1K | — | — |
| Q3 2025 | $13.1M | 680.0K | — | — |
Other funds holding PFS
$190.2M
$190.2M
$154.1M
$150.2M
$65.5M