Aspire Private Capital’s Peoples Financial Services PFIS Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-235	Closed	-$11K	–	494
2024 Q3	$11K	Hold	235	–	–	﹤0.01%	372
2024 Q2	$10.7K	Hold	235	–	–	﹤0.01%	378
2024 Q1	$10.1K	Hold	235	–	–	﹤0.01%	399
2023 Q4	$11.4K	Hold	235	–	–	﹤0.01%	373
2023 Q3	$9.42K	Hold	235	–	–	﹤0.01%	404
2023 Q2	$10.3K	Hold	235	–	–	﹤0.01%	379
2023 Q1	$10.2K	Hold	235	–	–	﹤0.01%	364
2022 Q4	$12.2K	Hold	235	–	–	﹤0.01%	340
2022 Q3	$11K	Hold	235	–	–	﹤0.01%	333
2022 Q2	$13K	Hold	235	–	–	﹤0.01%	315
2022 Q1	$12K	Hold	235	–	–	﹤0.01%	332
2021 Q4	$12K	Hold	235	–	–	﹤0.01%	326
2021 Q3	$11K	Hold	235	–	–	﹤0.01%	312
2021 Q2	$10K	Hold	235	–	–	﹤0.01%	326
2021 Q1	$10K	Hold	235	–	–	﹤0.01%	331
2020 Q4	$9K	Hold	235	–	–	﹤0.01%	273
2020 Q3	$8K	Buy	+235	New	+$8.61K	﹤0.01%	285
2020 Q1	–	Sell	-235	Closed	-$12K	–	422
2019 Q4	$12K	Hold	235	–	–	0.01%	257
2019 Q3	$11K	Hold	235	–	–	0.01%	247
2019 Q2	$11K	Hold	235	–	–	0.01%	260
2019 Q1	$11K	Hold	235	–	–	0.01%	315
2018 Q4	$10K	Buy	+235	New	+$9.98K	0.01%	301

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

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Aspire Private Capital's PFIS Position: Q4 2024 in Review

Aspire Private Capital sold out of Peoples Financial Services (PFIS) in Q4 2024, closing a stake of 235 shares — an estimated $11K sold.

Aspire Private Capital first reported a position in PFIS in Q4 2018 and held it in 22 quarters. The position peaked at $13K in Q2 2022. 95 funds tracked by Wall St. Rank hold PFIS as of Q4 2024.

Aspire Private Capital reported no remaining Peoples Financial Services position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 235 Peoples Financial Services shares in Q4 2024, an estimated $11K.
Aspire Private Capital first reported a position in Peoples Financial Services in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Peoples Financial Services position peaked at $13K in Q2 2022.
95 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.