Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Peoples Financial Services PFIS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		$478K Sell
7,209
-995
-12% -$59K ﹤0.01% 1393
2026
Q1 		$438K Sell
8,204
-309
-4% -$16.3K ﹤0.01% 1338
2025
Q4 		$415K Buy
8,513
+2,040
+32% +$98.6K ﹤0.01% 1339
2025
Q3 		$315K Buy
+6,473
New +$331K ﹤0.01% 1353

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Connor, Clark & Lunn Investment Management (CC&L)'s PFIS Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Peoples Financial Services (PFIS) stake by 12% in Q2 2026, selling an estimated $59K and leaving 7,209 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PFIS in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 7,209 shares of Peoples Financial Services worth $478K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 995 Peoples Financial Services shares in Q2 2026, an estimated $59K.
  • Peoples Financial Services made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1393 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Peoples Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.