Allworth Financial
PFIS icon

Allworth Financial’s Peoples Financial Services PFIS Stock Holding History

Allworth 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
2026
Q2 		$3.12K Buy
47
+20
+74% +$1.19K ﹤0.01% 4336
2026
Q1 		$1.44K Buy
+27
New +$1.42K ﹤0.01% 4456
2025
Q4 		– Sell
-27
Closed -$1.31K – 5219
2025
Q3 		$1.31K Buy
+27
New +$1.38K ﹤0.01% 4173
2024
Q1 		– Sell
-18
Closed -$877 – 3665
2023
Q4 		$877 Buy
+18
New +$771 ﹤0.01% 2991

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's PFIS Position: Q2 2026 in Review

Allworth Financial increased its Peoples Financial Services (PFIS) stake by 74% in Q2 2026, buying an estimated $1.19K and bringing the position to 47 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4336.

Allworth Financial first reported a position in PFIS in Q4 2023 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Allworth Financial held 47 shares of Peoples Financial Services worth $3.12K as of Q2 2026.
  • Allworth Financial bought 20 Peoples Financial Services shares in Q2 2026, an estimated $1.19K.
  • Peoples Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4336 holding.
  • Allworth Financial first reported a position in Peoples Financial Services in Q4 2023 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.