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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Empowered Funds's PFIS Position: Q1 2026 in Review

Empowered Funds opened a new position in Peoples Financial Services (PFIS) in Q1 2026: 55,811 shares worth $2.98M. The stake represents 0.02% of the portfolio and ranks #881 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PFIS as recently as Q3 2025.

Empowered Funds first reported a position in PFIS in Q2 2023 and has held it in 11 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

Empowered Funds held 55,811 shares of Peoples Financial Services worth $2.98M as of Q1 2026.
Peoples Financial Services was a new Empowered Funds position in Q1 2026.
Peoples Financial Services made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #881 holding.
Empowered Funds first reported a position in Peoples Financial Services in Q2 2023 and has held it in 11 quarters since.
114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.