Ameriprise
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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
2026
Q2 		$290K Buy
+4,375
New +$259K ﹤0.01% 3852
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
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 $3.37T AUM 44.26% 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
BCM
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

Ameriprise's PFIS Position: Q2 2026 in Review

Ameriprise opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 4,375 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #3852 among its holdings. This is a return to the name: Ameriprise previously reported a position in PFIS as recently as Q2 2025.

Ameriprise first reported a position in PFIS in Q2 2014 and has held it in 5 quarters since. The position peaked at $600K in Q2 2025. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Ameriprise held 4,375 shares of Peoples Financial Services worth $290K as of Q2 2026.
  • Peoples Financial Services was a new Ameriprise position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3852 holding.
  • Ameriprise first reported a position in Peoples Financial Services in Q2 2014 and has held it in 5 quarters since.
  • Ameriprise's Peoples Financial Services position peaked at $600K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.