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Cornerstone Advisors Asset Management’s Peoples Financial Services PFIS Stock Holding History

Cornerstone Advisors Asset Management’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 		$808K Hold
15,153
– – 0.12% 78
2025
Q4 		$738K Hold
15,153
– – 0.12% 78
2025
Q3 		$737K Hold
15,153
– – 0.13% 74
2025
Q2 		$748K Hold
15,153
– – 0.14% 65
2025
Q1 		$674K Hold
15,153
– – 0.14% 74
2024
Q4 		$776K Hold
15,153
– – 0.17% 65
2024
Q3 		$710K Buy
+15,153
New +$697K 0.16% 63

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

Cornerstone Advisors Asset Management's PFIS Position: Q1 2026 in Review

Cornerstone Advisors Asset Management held its Peoples Financial Services (PFIS) position steady in Q1 2026 at 15,153 shares worth $808K. The position accounts for 0.12% of the portfolio, ranked #78.

Cornerstone Advisors Asset Management first reported a position in PFIS in Q3 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Cornerstone Advisors Asset Management held 15,153 shares of Peoples Financial Services worth $808K as of Q1 2026.
  • Cornerstone Advisors Asset Management left its Peoples Financial Services share count unchanged in Q1 2026.
  • Peoples Financial Services made up 0.12% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #78 holding.
  • Cornerstone Advisors Asset Management first reported a position in Peoples Financial Services in Q3 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.