AF
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Allworth Financial's PFIS Position: Q1 2026 in Review

Allworth Financial opened a new position in Peoples Financial Services (PFIS) in Q1 2026: 27 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #4456 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PFIS as recently as Q3 2025.

Allworth Financial first reported a position in PFIS in Q4 2023 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Allworth Financial held 27 shares of Peoples Financial Services worth $1.44K as of Q1 2026.
  • Peoples Financial Services was a new Allworth Financial position in Q1 2026.
  • Peoples Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4456 holding.
  • Allworth Financial first reported a position in Peoples Financial Services in Q4 2023 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.