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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
2026
Q2 		$5.91K Buy
+89
New +$5.27K ﹤0.01% 3645
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
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 $3.37T AUM 44.26% 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
BCM
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

Global Retirement Partners's PFIS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 89 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #3645 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFIS as recently as Q4 2024.

Global Retirement Partners first reported a position in PFIS in Q1 2021 and has held it in 15 quarters since. The position peaked at $107K in Q2 2022. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Global Retirement Partners held 89 shares of Peoples Financial Services worth $5.91K as of Q2 2026.
  • Peoples Financial Services was a new Global Retirement Partners position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3645 holding.
  • Global Retirement Partners first reported a position in Peoples Financial Services in Q1 2021 and has held it in 15 quarters since.
  • Global Retirement Partners's Peoples Financial Services position peaked at $107K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.