Focus Partners Wealth
PFIS icon

Focus Partners Wealth’s Peoples Financial Services PFIS Stock Holding History

Focus Partners Wealth’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 		$587K Buy
8,841
+242
+3% +$14.3K ﹤0.01% 1892
2026
Q1 		$459K Buy
8,599
+524
+6% +$27.6K ﹤0.01% 1982
2025
Q4 		$393K Sell
8,075
-6
-0.1% -$290 ﹤0.01% 2062
2025
Q3 		$393K Buy
8,081
+39
+0.5% +$1.99K ﹤0.01% 1712
2025
Q2 		$397K Buy
8,042
+10
+0.1% +$463 ﹤0.01% 1554
2025
Q1 		$357K Buy
8,032
+2
+0% +$98 ﹤0.01% 1493
2024
Q4 		$411K Hold
8,030
– – ﹤0.01% 1409
2024
Q3 		$376K Buy
+8,030
New +$369K ﹤0.01% 1245

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

Focus Partners Wealth's PFIS Position: Q2 2026 in Review

Focus Partners Wealth increased its Peoples Financial Services (PFIS) stake by 2.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 8,841 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Focus Partners Wealth first reported a position in PFIS in Q3 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Focus Partners Wealth held 8,841 shares of Peoples Financial Services worth $587K as of Q2 2026.
  • Focus Partners Wealth bought 242 Peoples Financial Services shares in Q2 2026, an estimated $14.3K.
  • Peoples Financial Services made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1892 holding.
  • Focus Partners Wealth first reported a position in Peoples Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.