Advisornet Financial’s Peoples Financial Services PFIS Stock Holding History

Advisornet Financial’s Portfolio PFIS Stock Details PFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$88.9K	–	2343
2025 Q1	$88.9K	Hold	2,000	–	–	0.01%	762
2024 Q4	$102K	Hold	2,000	–	–	0.01%	683
2024 Q3	$93.8K	Hold	2,000	–	–	0.01%	721
2024 Q2	$91.1K	Hold	2,000	–	–	0.01%	669
2024 Q1	$86.2K	Hold	2,000	–	–	0.01%	669
2023 Q4	$97.4K	Hold	2,000	–	–	0.01%	651
2023 Q3	$80.2K	Hold	2,000	–	–	0.01%	669
2023 Q2	$87.6K	Hold	2,000	–	–	0.01%	674
2023 Q1	$86.7K	Hold	2,000	–	–	0.01%	656
2022 Q4	$104K	Hold	2,000	–	–	0.01%	617
2022 Q3	$94K	Hold	2,000	–	–	0.01%	666
2022 Q2	$112K	Hold	2,000	–	–	0.01%	639
2022 Q1	$101K	Hold	2,000	–	–	0.01%	746
2021 Q4	$105K	Hold	2,000	–	–	0.01%	789
2021 Q3	$91K	Hold	2,000	–	–	0.01%	823
2021 Q2	$85K	Hold	2,000	–	–	0.01%	825
2021 Q1	$84K	Hold	2,000	–	–	0.01%	802
2020 Q4	$74K	Hold	2,000	–	–	0.01%	773
2020 Q3	$70K	Hold	2,000	–	–	0.01%	766
2020 Q2	$76K	Hold	2,000	–	–	0.01%	750
2020 Q1	$79K	Hold	2,000	–	–	0.01%	669
2019 Q4	$101K	Hold	2,000	–	–	0.01%	675
2019 Q3	$91K	Hold	2,000	–	–	0.01%	706
2019 Q2	$90K	Hold	2,000	–	–	0.01%	644
2019 Q1	$90K	Hold	2,000	–	–	0.01%	577
2018 Q4	$88K	Hold	2,000	–	–	0.01%	550
2018 Q3	$85K	Hold	2,000	–	–	0.01%	588
2018 Q2	$94K	Hold	2,000	–	–	0.01%	542
2018 Q1	$91K	Hold	2,000	–	–	0.01%	552
2017 Q4	$93K	Buy	+2,000	New	+$94.2K	0.01%	498

Other funds holding PFIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisornet Financial's PFIS Position: Q2 2025 in Review

Advisornet Financial sold out of Peoples Financial Services (PFIS) in Q2 2025, closing a stake of 2,000 shares — an estimated $88.9K sold.

Advisornet Financial first reported a position in PFIS in Q4 2017 and held it in 30 quarters. The position peaked at $112K in Q2 2022. 94 funds tracked by Wall St. Rank hold PFIS as of Q2 2025.

Advisornet Financial reported no remaining Peoples Financial Services position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 2,000 Peoples Financial Services shares in Q2 2025, an estimated $88.9K.
Advisornet Financial first reported a position in Peoples Financial Services in Q4 2017 and held it in 30 quarters.
Advisornet Financial's Peoples Financial Services position peaked at $112K in Q2 2022.
94 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.