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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

EverSource Wealth Advisors's PFIS Position: Q1 2026 in Review

EverSource Wealth Advisors held its Peoples Financial Services (PFIS) position steady in Q1 2026 at 15 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

EverSource Wealth Advisors first reported a position in PFIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.82K in Q3 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • EverSource Wealth Advisors held 15 shares of Peoples Financial Services worth $800 as of Q1 2026.
  • EverSource Wealth Advisors left its Peoples Financial Services share count unchanged in Q1 2026.
  • Peoples Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3931 holding.
  • EverSource Wealth Advisors first reported a position in Peoples Financial Services in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Peoples Financial Services position peaked at $9.82K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.