HI
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Hoey Investments’s Peoples Financial Services PFIS Stock Holding History

Hoey Investments’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 		$164K Hold
2,471
– – 0.02% 94
2026
Q1 		$132K Hold
2,471
– – 0.02% 97
2025
Q4 		$120K Hold
2,471
– – 0.02% 103
2025
Q3 		$120K Hold
2,471
– – 0.02% 104
2025
Q2 		$122K Hold
2,471
– – 0.02% 101
2025
Q1 		$110K Hold
2,471
– – 0.02% 94
2024
Q4 		$126K Buy
+2,471
New +$126K 0.02% 90

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

Hoey Investments's PFIS Position: Q2 2026 in Review

Hoey Investments held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 2,471 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #94.

Hoey Investments first reported a position in PFIS in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Hoey Investments held 2,471 shares of Peoples Financial Services worth $164K as of Q2 2026.
  • Hoey Investments left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up 0.02% of Hoey Investments's portfolio in Q2 2026, its #94 holding.
  • Hoey Investments first reported a position in Peoples Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.