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Provident Financial Services shares owned by Creative Planning

Quarter-by-quarter ownership of Provident Financial Services (PFS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Provident Financial Services

2016201720182019202020212022202320240.5M1M1.5M20k40k60k80k
Value ($)Share countHistorical PFS position of Creative Planning Source: stockzoa.comValue ($)Share count

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All positions including Provident Financial Services held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Provident Financial Services by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 59k 18.56
2024-06-30 $979k 68k 14.35
2024-03-31 $812k 56k 14.57
2023-12-31 $997k 55k 18.03
2023-09-30 $1.4M 91k 15.29
2023-03-31 $287k 15k 19.18
2022-12-31 $319k 15k 21.36
2022-09-30 $246k 13k 19.49
2022-06-30 $281k 13k 22.27
2022-03-31 $389k 17k 23.38
2017-12-31 $1.4M 52k 26.97
2017-09-30 $1.4M 52k 26.67
2017-06-30 $1.3M 52k 25.38
2017-03-31 $1.3M 52k 25.85
2016-12-31 $1.5M 52k 28.31
2016-09-30 $1.1M 52k 21.23
2016-06-30 $1.0M 52k 19.63
2016-03-31 $1.1M 53k 20.19
2015-12-31 $1.1M 53k 20.15
2015-09-30 $1.0M 52k 19.50
2015-06-30 $987k 52k 18.98