Capstone Investment Advisors
PFIS icon

Capstone Investment Advisors’s Peoples Financial Services PFIS Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-5,535
Closed -$252K – 2127
2024
Q2 		$252K Buy
+5,535
New +$217K ﹤0.01% 1665

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
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
Northern Trust
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Capstone Investment Advisors's PFIS Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Peoples Financial Services (PFIS) in Q3 2024, closing a stake of 5,535 shares — an estimated $252K sold.

Capstone Investment Advisors first reported a position in PFIS in Q2 2024 and held it in 1 quarter. The position peaked at $252K in Q2 2024. 84 funds tracked by Wall St. Rank hold PFIS as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Peoples Financial Services position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,535 Peoples Financial Services shares in Q3 2024, an estimated $252K.
  • Capstone Investment Advisors first reported a position in Peoples Financial Services in Q2 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Peoples Financial Services position peaked at $252K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.