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Essential Partners’s Peoples Financial Services PFIS Stock Holding History

Essential Partners’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 		$1.79K Hold
27
– – ﹤0.01% 2014
2026
Q1 		$1.44K Hold
27
– – ﹤0.01% 2118
2025
Q4 		$1.31K Sell
27
-69
-72% -$3.33K ﹤0.01% 1939
2025
Q3 		$4.67K Buy
96
+93
+3,100% +$4.75K ﹤0.01% 1451
2025
Q2 		$148 Buy
+3
New +$139 ﹤0.01% 2011

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

Essential Partners's PFIS Position: Q2 2026 in Review

Essential Partners held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 27 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Essential Partners first reported a position in PFIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.67K in Q3 2025. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Essential Partners held 27 shares of Peoples Financial Services worth $1.79K as of Q2 2026.
  • Essential Partners left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2014 holding.
  • Essential Partners first reported a position in Peoples Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Peoples Financial Services position peaked at $4.67K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.