Clearstead Advisors’s Peoples Financial Services PFIS Stock Holding History

Clearstead 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
2026 Q3	$68	Buy	+1	New	+$70	﹤0.01%	3309

Other funds holding PFIS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Clearstead Advisors's PFIS Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Peoples Financial Services (PFIS) in Q3 2026: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings.

60 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

Clearstead Advisors held 1 share of Peoples Financial Services worth $68 as of Q3 2026.
Peoples Financial Services was a new Clearstead Advisors position in Q3 2026.
Peoples Financial Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3309 holding.
60 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.