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
Lazard Asset Management’s
Provident Financial Services
PFS
Stock Holding History
Lazard Asset Management’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
$573K
Buy
27,084
+1,547
+6%
+$33K
﹤0.01%
1334
2025
Q4
$504K
Buy
25,537
+75
+0.3%
+$1.45K
﹤0.01%
1373
2025
Q3
$491K
Buy
+25,462
New
+$486K
﹤0.01%
1354
2023
Q2
–
Sell
-1,356
Closed
-$26K
–
2489
2023
Q1
$26K
Sell
1,356
-95,580
-99%
-$2.11M
﹤0.01%
1989
2022
Q4
$2.07M
Sell
96,936
-6,009
-6%
-$129K
﹤0.01%
902
2022
Q3
$2.01M
Sell
102,945
-4,481
-4%
-$105K
﹤0.01%
884
2022
Q2
$2.39M
Buy
107,426
+91,418
+571%
+$2.04M
﹤0.01%
865
2022
Q1
$374K
Buy
+16,008
New
+$385K
﹤0.01%
1150
2019
Q2
–
Sell
-50,667
Closed
-$1.31M
–
1237
2019
Q1
$1.31M
Buy
+50,667
New
+$1.33M
﹤0.01%
809
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