Eagle Wealth Strategies’s Peoples Financial Services PFIS Stock Holding History

Eagle Wealth Strategies’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	$1.9M	Hold	28,655	–	–	0.73%	19
2026 Q1	$1.53M	Hold	28,655	–	–	0.67%	18
2025 Q4	$1.4M	Hold	28,655	–	–	0.65%	21
2025 Q3	$1.39M	Hold	28,655	–	–	0.69%	18
2025 Q2	$1.41M	Hold	28,655	–	–	0.79%	20
2025 Q1	$1.27M	Hold	28,655	–	–	0.78%	18
2024 Q4	$1.47M	Hold	28,655	–	–	1.06%	15
2024 Q3	$1.34M	Buy	28,655 +40	+0.1%	+$1.84K	0.98%	15
2024 Q2	$1.3M	Hold	28,615	–	–	1.05%	15
2024 Q1	$1.18M	Hold	28,615	–	–	0.96%	16
2023 Q4	$1.39M	Buy	+28,615	New	+$1.23M	0.84%	17

Other funds holding PFIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Malvern, Pennsylvania $2.22T AUM

Eagle Wealth Strategies's PFIS Position: Q2 2026 in Review

Eagle Wealth Strategies held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 28,655 shares worth $1.9M. The position accounts for 0.73% of the portfolio, ranked #19.

Eagle Wealth Strategies first reported a position in PFIS in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

Eagle Wealth Strategies held 28,655 shares of Peoples Financial Services worth $1.9M as of Q2 2026.
Eagle Wealth Strategies left its Peoples Financial Services share count unchanged in Q2 2026.
Peoples Financial Services made up 0.73% of Eagle Wealth Strategies's portfolio in Q2 2026, its #19 holding.
Eagle Wealth Strategies first reported a position in Peoples Financial Services in Q4 2023 and has held it in 11 quarters since.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.