EF
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Empowered Funds’s Peoples Financial Services PFIS Stock Holding History

Empowered Funds’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 		$3.99M Buy
60,068
+4,257
+8% +$252K 0.02% 806
2026
Q1 		$2.98M Buy
+55,811
New +$2.94M 0.02% 881
2025
Q4 		– Sell
-46,027
Closed -$2.24M – 1664
2025
Q3 		$2.24M Buy
46,027
+5,237
+13% +$268K 0.02% 864
2025
Q2 		$2.01M Buy
40,790
+139
+0.3% +$6.44K 0.02% 819
2025
Q1 		$1.81M Buy
40,651
+2,679
+7% +$131K 0.03% 789
2024
Q4 		$1.94M Sell
37,972
-7,373
-16% -$375K 0.03% 745
2024
Q3 		$2.13M Buy
45,345
+16,753
+59% +$771K 0.03% 656
2024
Q2 		$1.3M Buy
28,592
+1,980
+7% +$77.6K 0.02% 768
2024
Q1 		$1.15M Buy
26,612
+1,925
+8% +$82.5K 0.02% 814
2023
Q4 		$1.2M Buy
24,687
+2,112
+9% +$90.5K 0.03% 690
2023
Q3 		$905K Buy
22,575
+1,738
+8% +$78.1K 0.03% 705
2023
Q2 		$912K Buy
+20,837
New +$849K 0.03% 631

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

Empowered Funds's PFIS Position: Q2 2026 in Review

Empowered Funds increased its Peoples Financial Services (PFIS) stake by 7.6% in Q2 2026, buying an estimated $252K and bringing the position to 60,068 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #806.

Empowered Funds first reported a position in PFIS in Q2 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Empowered Funds held 60,068 shares of Peoples Financial Services worth $3.99M as of Q2 2026.
  • Empowered Funds bought 4,257 Peoples Financial Services shares in Q2 2026, an estimated $252K.
  • Peoples Financial Services made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #806 holding.
  • Empowered Funds first reported a position in Peoples Financial Services in Q2 2023 and has held it in 12 quarters since.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.