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Provident Financial Services shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Provident Financial Services (PFS) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Provident Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Provident Financial Services held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Provident Financial Services by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $619k 29k 21.16
2025-06-30 $539k 31k 17.53
2023-03-31 $231k 12k 19.18