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
RIL
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
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
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