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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
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 $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

Covestor's PFIS Position: Q1 2026 in Review

Covestor opened a new position in Peoples Financial Services (PFIS) in Q1 2026: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2652 among its holdings. This is a return to the name: Covestor previously reported a position in PFIS as recently as Q2 2024.

Covestor first reported a position in PFIS in Q3 2022 and has held it in 8 quarters since. The position peaked at $2K in Q1 2023. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Covestor held 6 shares of Peoples Financial Services worth $0 as of Q1 2026.
  • Peoples Financial Services was a new Covestor position in Q1 2026.
  • Peoples Financial Services made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2652 holding.
  • Covestor first reported a position in Peoples Financial Services in Q3 2022 and has held it in 8 quarters since.
  • Covestor's Peoples Financial Services position peaked at $2K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.