Focus Partners Wealth
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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
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 $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

Focus Partners Wealth's PFIS Position: Q1 2026 in Review

Focus Partners Wealth increased its Peoples Financial Services (PFIS) stake by 6.5% in Q1 2026, buying an estimated $27.6K and bringing the position to 8,599 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Focus Partners Wealth first reported a position in PFIS in Q3 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Focus Partners Wealth held 8,599 shares of Peoples Financial Services worth $459K as of Q1 2026.
  • Focus Partners Wealth bought 524 Peoples Financial Services shares in Q1 2026, an estimated $27.6K.
  • Peoples Financial Services made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1982 holding.
  • Focus Partners Wealth first reported a position in Peoples Financial Services in Q3 2024 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.