Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFG
Bleakley Financial Group’s
Provident Financial Services
PFS
Stock Holding History
Bleakley Financial Group’s Portfolio
PFS Stock Details
PFS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$419K
Buy
19,782
+652
+3%
+$13.9K
0.01%
670
2025
Q4
$378K
Buy
19,130
+2,636
+16%
+$51K
0.01%
628
2025
Q3
$318K
Buy
16,494
+166
+1%
+$3.17K
0.01%
558
2025
Q2
$286K
Buy
16,328
+1,179
+8%
+$19.6K
0.01%
549
2025
Q1
$260K
Buy
15,149
+50
+0.3%
+$909
0.01%
489
2024
Q4
$285K
Buy
15,099
+14
+0.1%
+$277
0.01%
815
2024
Q3
$280K
Buy
15,085
+38
+0.3%
+$672
0.01%
805
2024
Q2
$216K
Buy
+15,047
New
+$219K
0.01%
864
Other funds holding PFS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close