First Trust Advisors
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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
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
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

First Trust Advisors's PFIS Position: Q1 2026 in Review

First Trust Advisors reduced its Peoples Financial Services (PFIS) stake by 0.73% in Q1 2026, selling an estimated $12.7K and leaving 32,787 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

First Trust Advisors first reported a position in PFIS in Q4 2014 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • First Trust Advisors held 32,787 shares of Peoples Financial Services worth $1.75M as of Q1 2026.
  • First Trust Advisors sold 240 Peoples Financial Services shares in Q1 2026, an estimated $12.7K.
  • Peoples Financial Services made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1980 holding.
  • First Trust Advisors first reported a position in Peoples Financial Services in Q4 2014 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.