FL
PFIS icon

Fourthstone LLC’s Peoples Financial Services PFIS Stock Holding History

Fourthstone LLC’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
2025
Q3 		– Sell
-11,512
Closed -$568K – 97
2025
Q2 		$568K Buy
+11,512
New +$533K 0.11% 87

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fourthstone LLC's PFIS Position: Q3 2025 in Review

Fourthstone LLC sold out of Peoples Financial Services (PFIS) in Q3 2025, closing a stake of 11,512 shares — an estimated $568K sold.

Fourthstone LLC first reported a position in PFIS in Q2 2025 and held it in 1 quarter. The position peaked at $568K in Q2 2025. 102 funds tracked by Wall St. Rank hold PFIS as of Q3 2025.

  • Fourthstone LLC reported no remaining Peoples Financial Services position as of Q3 2025 after selling out during the quarter.
  • Fourthstone LLC sold 11,512 Peoples Financial Services shares in Q3 2025, an estimated $568K.
  • Fourthstone LLC first reported a position in Peoples Financial Services in Q2 2025 and held it in 1 quarter.
  • Fourthstone LLC's Peoples Financial Services position peaked at $568K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2025.

Based on Fourthstone LLC's 13F filing for Q3 2025, filed 14 Nov 2025.