Commonwealth Equity Services
PFIS icon

Commonwealth Equity Services’s Peoples Financial Services PFIS Stock Holding History

Commonwealth Equity Services’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 		$786K Sell
14,735
-1,438
-9% -$75.8K ﹤0.01% 2813
2025
Q4 		$788K Buy
16,173
+856
+6% +$41.4K ﹤0.01% 2783
2025
Q3 		$745K Buy
15,317
+1,099
+8% +$56.2K ﹤0.01% 2837
2025
Q2 		$702K Buy
14,218
+65
+0.5% +$3.01K ﹤0.01% 2874
2025
Q1 		$629K Buy
14,153
+73
+0.5% +$3.57K ﹤0.01% 2848
2024
Q4 		$721K Buy
14,080
+1,082
+8% +$55K ﹤0.01% 2669
2024
Q3 		$609K Buy
12,998
+4,249
+49% +$195K ﹤0.01% 2739
2024
Q2 		$398K Buy
8,749
+220
+3% +$8.62K ﹤0.01% 3039
2024
Q1 		$368K Buy
8,529
+343
+4% +$14.7K ﹤0.01% 3086
2023
Q4 		$399K Buy
8,186
+155
+2% +$6.64K ﹤0.01% 2926
2023
Q3 		$322K Buy
8,031
+956
+14% +$42.9K ﹤0.01% 2970
2023
Q2 		$310K Buy
7,075
+54
+0.8% +$2.2K ﹤0.01% 3034
2023
Q1 		$304 Buy
7,021
+50
+0.7% +$2.46K ﹤0.01% 2961
2022
Q4 		$361K Buy
6,971
+41
+0.6% +$2.18K ﹤0.01% 2727
2022
Q3 		$324K Buy
6,930
+49
+0.7% +$2.53K ﹤0.01% 2758
2022
Q2 		$384K Buy
6,881
+46
+0.7% +$2.34K ﹤0.01% 2617
2022
Q1 		$345K Buy
6,835
+48
+0.7% +$2.4K ﹤0.01% 2851
2021
Q4 		$357K Buy
6,787
+47
+0.7% +$2.27K ﹤0.01% 2815
2021
Q3 		$307K Buy
6,740
+49
+0.7% +$2.18K ﹤0.01% 2894
2021
Q2 		$285K Buy
6,691
+49
+0.7% +$2.11K ﹤0.01% 2948
2021
Q1 		$280K Buy
6,642
+46
+0.7% +$1.9K ﹤0.01% 2836
2020
Q4 		$242K Buy
6,596
+52
+0.8% +$1.97K ﹤0.01% 2760
2020
Q3 		$227K Buy
6,544
+868
+15% +$31.8K ﹤0.01% 2607
2020
Q2 		$216K Buy
+5,676
New +$197K ﹤0.01% 2530
2020
Q1 		– Sell
-4,584
Closed -$230K – 2923
2019
Q4 		$230K Buy
4,584
+32
+0.7% +$1.56K ﹤0.01% 2515
2019
Q3 		$206K Buy
4,552
+33
+0.7% +$1.48K ﹤0.01% 2527
2019
Q2 		$203K Buy
4,519
+36
+0.8% +$1.57K ﹤0.01% 2500
2019
Q1 		$202K Buy
+4,483
New +$195K ﹤0.01% 2458
2018
Q3 		– Sell
-4,409
Closed -$207K – 2847
2018
Q2 		$207K Buy
+4,409
New +$208K ﹤0.01% 2433
2016
Q1 		– Sell
-9,246
Closed -$352K – 2251
2015
Q4 		$352K Buy
9,246
+327
+4% +$12.8K ﹤0.01% 1495
2015
Q3 		$312K Sell
8,919
-1,370
-13% -$51.5K ﹤0.01% 1524
2015
Q2 		$408K Buy
10,289
+327
+3% +$13.1K ﹤0.01% 1458
2015
Q1 		$447K Buy
9,962
+26
+0.3% +$1.14K ﹤0.01% 1382
2014
Q4 		$494K Hold
9,936
– – 0.01% 1296
2014
Q3 		$457K Hold
9,936
– – 0.01% 1300
2014
Q2 		$511K Buy
+9,936
New +$477K 0.01% 1224

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

Commonwealth Equity Services's PFIS Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Peoples Financial Services (PFIS) stake by 8.9% in Q1 2026, selling an estimated $75.8K and leaving 14,735 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Commonwealth Equity Services first reported a position in PFIS in Q2 2014 and has held it in 36 quarters since. The position peaked at $788K in Q4 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Commonwealth Equity Services held 14,735 shares of Peoples Financial Services worth $786K as of Q1 2026.
  • Commonwealth Equity Services sold 1,438 Peoples Financial Services shares in Q1 2026, an estimated $75.8K.
  • Peoples Financial Services made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2813 holding.
  • Commonwealth Equity Services first reported a position in Peoples Financial Services in Q2 2014 and has held it in 36 quarters since.
  • Commonwealth Equity Services's Peoples Financial Services position peaked at $788K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.