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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
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

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

Covestor's PFIS Position: Q2 2026 in Review

Covestor increased its Peoples Financial Services (PFIS) stake by 183% in Q2 2026, buying an estimated $652 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Covestor first reported a position in PFIS in Q3 2022 and has held it in 9 quarters since. The position peaked at $2K in Q1 2023. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Covestor held 17 shares of Peoples Financial Services worth $1K as of Q2 2026.
  • Covestor bought 11 Peoples Financial Services shares in Q2 2026, an estimated $652.
  • Peoples Financial Services made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2288 holding.
  • Covestor first reported a position in Peoples Financial Services in Q3 2022 and has held it in 9 quarters since.
  • Covestor's Peoples Financial Services position peaked at $2K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.