Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Peoples Financial Services PFIS Stock Holding History

Carson Wealth (CWM LLC)’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 		$34.9K Sell
654
-169
-21% -$8.91K ﹤0.01% 4058
2025
Q4 		$40K Sell
823
-144
-15% -$6.96K ﹤0.01% 3768
2025
Q3 		$47K Buy
967
+786
+434% +$40.2K ﹤0.01% 3585
2025
Q2 		$9K Buy
181
+56
+45% +$2.6K ﹤0.01% 4366
2025
Q1 		$6K Buy
125
+7
+6% +$342 ﹤0.01% 4393
2024
Q4 		$6K Buy
118
+19
+19% +$966 ﹤0.01% 4140
2024
Q3 		$5K Buy
99
+62
+168% +$2.85K ﹤0.01% 4125
2024
Q2 		$2K Buy
37
+35
+1,750% +$1.37K ﹤0.01% 4250
2024
Q1 		$0 Buy
+2
New +$86 ﹤0.01% 4637

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

Carson Wealth (CWM LLC)'s PFIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Peoples Financial Services (PFIS) stake by 21% in Q1 2026, selling an estimated $8.91K and leaving 654 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

Carson Wealth (CWM LLC) first reported a position in PFIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $47K in Q3 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 654 shares of Peoples Financial Services worth $34.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 169 Peoples Financial Services shares in Q1 2026, an estimated $8.91K.
  • Peoples Financial Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4058 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peoples Financial Services in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Peoples Financial Services position peaked at $47K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.