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IEQ Capital’s Peoples Financial Services PFIS Stock Holding History

IEQ Capital’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 		$201K Buy
+3,034
New +$180K ﹤0.01% 1841

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

IEQ Capital's PFIS Position: Q2 2026 in Review

IEQ Capital opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,034 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1841 among its holdings.

123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • IEQ Capital held 3,034 shares of Peoples Financial Services worth $201K as of Q2 2026.
  • Peoples Financial Services was a new IEQ Capital position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1841 holding.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.