Global Retirement Partners’s Peoples Financial Services PFIS Stock Holding History

Global Retirement Partners’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
2024 Q4	$98.3K	Hold	1,921	–	–	﹤0.01%	1277
2024 Q3	$90.1K	Hold	1,921	–	–	﹤0.01%	1286
2024 Q2	$87.5K	Hold	1,921	–	–	﹤0.01%	1271
2024 Q1	$82.8K	Hold	1,921	–	–	﹤0.01%	1168
2023 Q4	$87.9K	Hold	1,921	–	–	﹤0.01%	1112
2023 Q3	$76.7K	Hold	1,921	–	–	﹤0.01%	1045
2023 Q2	$84.1K	Hold	1,921	–	–	﹤0.01%	1019
2023 Q1	$72.9K	Hold	1,921	–	–	﹤0.01%	1049
2022 Q4	$99.6K	Buy	+1,921	New	+$102K	0.01%	817
2022 Q3	–	Sell	-1,921	Closed	-$107K	–	2906
2022 Q2	$107K	Buy	1,921 +14	+0.7%	+$712	0.01%	717
2022 Q1	$98K	Buy	+1,907	New	+$95.2K	0.01%	764
2021 Q4	–	Sell	-1,877	Closed	-$86K	–	1339
2021 Q3	$86K	Buy	1,877 +15	+0.8%	+$667	0.01%	692
2021 Q2	$79K	Buy	1,862 +15	+0.8%	+$645	0.01%	698
2021 Q1	$78K	Buy	+1,847	New	+$76.2K	0.01%	639

Other funds holding PFIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Global Retirement Partners's PFIS Position: Q4 2024 in Review

Global Retirement Partners held its Peoples Financial Services (PFIS) position steady in Q4 2024 at 1,921 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Global Retirement Partners first reported a position in PFIS in Q1 2021 and has held it in 14 quarters since. The position peaked at $107K in Q2 2022. 95 funds tracked by Wall St. Rank hold PFIS as of Q4 2024.

Global Retirement Partners held 1,921 shares of Peoples Financial Services worth $98.3K as of Q4 2024.
Global Retirement Partners left its Peoples Financial Services share count unchanged in Q4 2024.
Peoples Financial Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1277 holding.
Global Retirement Partners first reported a position in Peoples Financial Services in Q1 2021 and has held it in 14 quarters since.
Global Retirement Partners's Peoples Financial Services position peaked at $107K in Q2 2022.
95 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.