Integrated Wealth Concepts’s Peoples Financial Services PFIS Stock Holding History

Integrated Wealth Concepts’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	$10.1K	Buy	+152	New	+$9.01K	﹤0.01%	4552

Other funds holding PFIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's PFIS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 152 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #4552 among its holdings.

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

Integrated Wealth Concepts held 152 shares of Peoples Financial Services worth $10.1K as of Q2 2026.
Peoples Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
Peoples Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4552 holding.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.