Covestor’s Peoples Financial Services PFIS Stock Holding History

Covestor’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	$1K	Sell	16 -1	-6%	-$70	﹤0.01%	2178
2026 Q2	$1K	Buy	17 +11	+183%	+$652	﹤0.01%	2288
2026 Q1	$0	Buy	+6	New	+$316	﹤0.01%	2652
2024 Q3	–	Sell	-6	Closed	–	–	2614
2024 Q2	$0	Buy	+6	New	+$235	﹤0.01%	2619
2024 Q1	–	Sell	-3	Closed	-$129	–	2606
2023 Q4	$0	Hold	3	–	–	﹤0.01%	2566
2023 Q3	$0	Sell	3 -13	-81%	-$584	﹤0.01%	2555
2023 Q2	$1K	Sell	16 -28	-64%	-$1.14K	﹤0.01%	1998
2023 Q1	$2K	Buy	44 +13	+42%	+$639	﹤0.01%	1782
2022 Q4	$2K	Buy	31 +25	+417%	+$1.33K	﹤0.01%	1798
2022 Q3	$0	Buy	+6	New	+$310	﹤0.01%	2429

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

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

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Covestor's PFIS Position: Q3 2026 in Review

Covestor reduced its Peoples Financial Services (PFIS) stake by 5.9% in Q3 2026, selling an estimated $70 and leaving 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Covestor first reported a position in PFIS in Q3 2022 and has held it in 10 quarters since. The position peaked at $2K in Q1 2023. 48 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

Covestor held 16 shares of Peoples Financial Services worth $1K as of Q3 2026.
Covestor sold 1 Peoples Financial Services share in Q3 2026, an estimated $70.
Peoples Financial Services made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2178 holding.
Covestor first reported a position in Peoples Financial Services in Q3 2022 and has held it in 10 quarters since.
Covestor's Peoples Financial Services position peaked at $2K in Q1 2023.
48 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.