RIL
PFS icon

Rothschild Investment LLC’s Provident Financial Services PFS Stock Holding History

Rothschild Investment LLC’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
Q2 		$6.22K Sell
263
-19
-7% -$427 ﹤0.01% 2161
2026
Q1 		$5.97K Buy
282
+35
+14% +$747 ﹤0.01% 1965
2025
Q4 		$4.88K Buy
247
+2
+0.8% +$39 ﹤0.01% 1892
2025
Q3 		$4.72K Sell
245
-35
-13% -$668 ﹤0.01% 1735
2025
Q2 		$4.91K Buy
280
+20
+8% +$332 ﹤0.01% 1522
2025
Q1 		$4.46K Buy
260
+205
+373% +$3.73K ﹤0.01% 1493
2024
Q4 		$1.04K Sell
55
-70
-56% -$1.38K ﹤0.01% 2196
2024
Q3 		$2.32K Buy
125
+69
+123% +$1.22K ﹤0.01% 1647
2024
Q2 		$804 Buy
56
+46
+460% +$669 ﹤0.01% 1775
2024
Q1 		$146 Buy
+10
New +$159 ﹤0.01% 1933

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Rothschild Investment LLC's PFS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Provident Financial Services (PFS) stake by 6.7% in Q2 2026, selling an estimated $427 and leaving 263 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Rothschild Investment LLC first reported a position in PFS in Q1 2024 and has held it in 10 quarters since. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

  • Rothschild Investment LLC held 263 shares of Provident Financial Services worth $6.22K as of Q2 2026.
  • Rothschild Investment LLC sold 19 Provident Financial Services shares in Q2 2026, an estimated $427.
  • Provident Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2161 holding.
  • Rothschild Investment LLC first reported a position in Provident Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.