First Trust Advisors’s Peoples Financial Services PFIS Stock Holding History

First Trust 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	$2.26M	Buy	34,125 +1,338	+4%	+$79.3K	﹤0.01%	1957
2026 Q1	$1.75M	Sell	32,787 -240	-0.7%	-$12.7K	﹤0.01%	1980
2025 Q4	$1.61M	Sell	33,027 -859	-3%	-$41.5K	﹤0.01%	1973
2025 Q3	$1.65M	Buy	33,886 +27,489	+430%	+$1.4M	﹤0.01%	1921
2025 Q2	$316K	Buy	6,397 +381	+6%	+$17.7K	﹤0.01%	2405
2025 Q1	$268K	Sell	6,016 -44	-0.7%	-$2.15K	﹤0.01%	2398
2024 Q4	$310K	Buy	+6,060	New	+$308K	﹤0.01%	2377
2015 Q1	–	Sell	-4,974	Closed	-$247K	–	2288
2014 Q4	$247K	Buy	+4,974	New	+$242K	﹤0.01%	2122

Other funds holding PFIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Malvern, Pennsylvania $2.22T AUM

First Trust Advisors's PFIS Position: Q2 2026 in Review

First Trust Advisors increased its Peoples Financial Services (PFIS) stake by 4.1% in Q2 2026, buying an estimated $79.3K and bringing the position to 34,125 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

First Trust Advisors first reported a position in PFIS in Q4 2014 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

First Trust Advisors held 34,125 shares of Peoples Financial Services worth $2.26M as of Q2 2026.
First Trust Advisors bought 1,338 Peoples Financial Services shares in Q2 2026, an estimated $79.3K.
Peoples Financial Services made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1957 holding.
First Trust Advisors first reported a position in Peoples Financial Services in Q4 2014 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.