Ameriprise’s Peoples Financial Services PFIS Stock Holding History

Ameriprise’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 Q3	–	Sell	-12,145	Closed	-$600K	–	4158
2025 Q2	$600K	Buy	12,145 +2,713	+29%	+$126K	﹤0.01%	3469
2025 Q1	$419K	Buy	+9,432	New	+$461K	﹤0.01%	3560
2014 Q4	–	Sell	-545	Closed	-$25K	–	4202
2014 Q3	$25K	Hold	545	–	–	﹤0.01%	4367
2014 Q2	$28K	Buy	+545	New	+$26.2K	﹤0.01%	4167

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise's PFIS Position: Q3 2025 in Review

Ameriprise sold out of Peoples Financial Services (PFIS) in Q3 2025, closing a stake of 12,145 shares — an estimated $600K sold.

Ameriprise first reported a position in PFIS in Q2 2014 and held it in 4 quarters. The position peaked at $600K in Q2 2025. 102 funds tracked by Wall St. Rank hold PFIS as of Q3 2025.

Ameriprise reported no remaining Peoples Financial Services position as of Q3 2025 after selling out during the quarter.
Ameriprise sold 12,145 Peoples Financial Services shares in Q3 2025, an estimated $600K.
Ameriprise first reported a position in Peoples Financial Services in Q2 2014 and held it in 4 quarters.
Ameriprise's Peoples Financial Services position peaked at $600K in Q2 2025.
102 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.