EverSource Wealth Advisors
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EverSource Wealth Advisors’s Peoples Financial Services PFIS Stock Holding History

EverSource Wealth Advisors’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 		$1.33K Buy
20
+5
+33% +$296 ﹤0.01% 3873
2026
Q1 		$800 Hold
15
– – ﹤0.01% 3931
2025
Q4 		$731 Sell
15
-187
-93% -$9.04K ﹤0.01% 3787
2025
Q3 		$9.82K Buy
202
+21
+12% +$1.07K ﹤0.01% 2832
2025
Q2 		$8.94K Buy
181
+178
+5,933% +$8.25K ﹤0.01% 2877
2025
Q1 		$133 Buy
+3
New +$147 ﹤0.01% 3776

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 $3.38T AUM 44.17% 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
Bridgeway Capital Management
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

EverSource Wealth Advisors's PFIS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Peoples Financial Services (PFIS) stake by 33% in Q2 2026, buying an estimated $296 and bringing the position to 20 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

EverSource Wealth Advisors first reported a position in PFIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.82K in Q3 2025. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • EverSource Wealth Advisors held 20 shares of Peoples Financial Services worth $1.33K as of Q2 2026.
  • EverSource Wealth Advisors bought 5 Peoples Financial Services shares in Q2 2026, an estimated $296.
  • Peoples Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3873 holding.
  • EverSource Wealth Advisors first reported a position in Peoples Financial Services in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Peoples Financial Services position peaked at $9.82K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.