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
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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 |
|---|---|---|---|
| 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 |