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Arax Advisory Partners’s Peoples Financial Services PFIS Stock Holding History

Arax Advisory Partners’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 		$3.04K Sell
57
-2
-3% -$105 ﹤0.01% 2978
2025
Q4 		$2.88K Sell
59
-217
-79% -$10.5K ﹤0.01% 3121
2025
Q3 		$13.4K Buy
276
+253
+1,100% +$12.9K ﹤0.01% 2471
2025
Q2 		$1.14K Buy
+23
New +$1.07K ﹤0.01% 2732
2025
Q1 		– Sell
-1
Closed -$52 – 2951
2024
Q4 		$52 Sell
1
-8
-89% -$407 ﹤0.01% 2403
2024
Q3 		$422 Hold
9
– – ﹤0.01% 2420
2024
Q2 		$410 Buy
+9
New +$353 ﹤0.01% 2354

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

Arax Advisory Partners's PFIS Position: Q1 2026 in Review

Arax Advisory Partners reduced its Peoples Financial Services (PFIS) stake by 3.4% in Q1 2026, selling an estimated $105 and leaving 57 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Arax Advisory Partners first reported a position in PFIS in Q2 2024 and has held it in 7 quarters since. The position peaked at $13.4K in Q3 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Arax Advisory Partners held 57 shares of Peoples Financial Services worth $3.04K as of Q1 2026.
  • Arax Advisory Partners sold 2 Peoples Financial Services shares in Q1 2026, an estimated $105.
  • Peoples Financial Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2978 holding.
  • Arax Advisory Partners first reported a position in Peoples Financial Services in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's Peoples Financial Services position peaked at $13.4K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.