Franklin Resources’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-5,554
| Closed | -$296K | – | 3305 |
|
|
2026
Q1 | $296K | Hold |
5,554
| – | – | ﹤0.01% | 2668 |
|
|
2025
Q4 | $271K | Hold |
5,554
| – | – | ﹤0.01% | 2669 |
|
|
2025
Q3 | $270K | Buy |
+5,554
| New | +$284K | ﹤0.01% | 2708 |
|
|
2023
Q3 | – | Sell |
-59,314
| Closed | -$2.6M | – | 2758 |
|
|
2023
Q2 | $2.6M | Sell |
59,314
-6,839
| -10% | -$279K | ﹤0.01% | 1321 |
|
|
2023
Q1 | $2.87M | Buy |
66,153
+14
| +0% | +$688 | ﹤0.01% | 1266 |
|
|
2022
Q4 | $3.43M | Buy |
66,139
+36
| +0.1% | +$1.92K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $3.1M | Sell |
66,103
-12,300
| -16% | -$635K | ﹤0.01% | 1217 |
|
|
2022
Q2 | $4.38M | Sell |
78,403
-3,610
| -4% | -$184K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $4.14M | Hold |
82,013
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q4 | $4.32M | Hold |
82,013
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q3 | $3.74M | Hold |
82,013
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q2 | $3.49M | Buy |
82,013
+11,510
| +16% | +$495K | ﹤0.01% | 1225 |
|
|
2021
Q1 | $2.98M | Buy |
70,503
+13,600
| +24% | +$561K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $2.09M | Sell |
56,903
-7,104
| -11% | -$269K | ﹤0.01% | 1284 |
|
|
2020
Q3 | $2.23M | Sell |
64,007
-3,960
| -6% | -$145K | ﹤0.01% | 1189 |
|
|
2020
Q2 | $2.57M | Sell |
67,967
-22,145
| -25% | -$769K | ﹤0.01% | 1101 |
|
|
2020
Q1 | $3.58M | Sell |
90,112
-39
| -0% | -$1.78K | ﹤0.01% | 989 |
|
|
2019
Q4 | $4.54M | Buy |
90,151
+73
| +0.1% | +$3.57K | ﹤0.01% | 1033 |
|
|
2019
Q3 | $4.08M | Buy |
90,078
+135
| +0.2% | +$6.07K | ﹤0.01% | 1041 |
|
|
2019
Q2 | $4.05M | Buy |
89,943
+2,400
| +3% | +$105K | ﹤0.01% | 1065 |
|
|
2019
Q1 | $3.96M | Hold |
87,543
| – | – | ﹤0.01% | 1034 |
|
|
2018
Q4 | $3.86M | Hold |
87,543
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q3 | $3.71M | Hold |
87,543
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q2 | $4.12M | Hold |
87,543
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q1 | $4M | Hold |
87,543
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q4 | $4.08M | Hold |
87,543
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q3 | $4.18M | Hold |
87,543
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q2 | $3.83M | Hold |
87,543
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q1 | $3.66M | Hold |
87,543
| – | – | ﹤0.01% | 1154 |
|
|
2016
Q4 | $4.26M | Hold |
87,543
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q3 | $3.57M | Hold |
87,543
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q2 | $3.43M | Hold |
87,543
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q1 | $3.26M | Hold |
87,543
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q4 | $3.33M | Hold |
87,543
| – | – | ﹤0.01% | 1210 |
|
|
2015
Q3 | $3.06M | Hold |
87,543
| – | – | ﹤0.01% | 1227 |
|
|
2015
Q2 | $3.47M | Hold |
87,543
| – | – | ﹤0.01% | 1227 |
|
|
2015
Q1 | $3.93M | Hold |
87,543
| – | – | ﹤0.01% | 1218 |
|
|
2014
Q4 | $4.35M | Hold |
87,543
| – | – | ﹤0.01% | 1209 |
|
|
2014
Q3 | $4.03M | Hold |
87,543
| – | – | ﹤0.01% | 1221 |
|
|
2014
Q2 | $4.5M | Buy |
+87,543
| New | +$4.21M | ﹤0.01% | 1195 |
|
Other funds holding PFIS
PFSC
BCM
Franklin Resources's PFIS Position: Q2 2026 in Review
Franklin Resources sold out of Peoples Financial Services (PFIS) in Q2 2026, closing a stake of 5,554 shares — an estimated $296K sold.
Franklin Resources first reported a position in PFIS in Q2 2014 and held it in 40 quarters. The position peaked at $4.54M in Q4 2019. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.
- Franklin Resources reported no remaining Peoples Financial Services position as of Q2 2026 after selling out during the quarter.
- Franklin Resources sold 5,554 Peoples Financial Services shares in Q2 2026, an estimated $296K.
- Franklin Resources first reported a position in Peoples Financial Services in Q2 2014 and held it in 40 quarters.
- Franklin Resources's Peoples Financial Services position peaked at $4.54M in Q4 2019.
- 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.
Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.