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Jacobi Capital Management’s Peoples Financial Services PFIS Stock Holding History

Jacobi Capital Management’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 		$760K Buy
11,451
+30
+0.3% +$1.78K 0.04% 373
2026
Q1 		$609K Buy
11,421
+675
+6% +$35.6K 0.03% 371
2025
Q4 		$523K Sell
10,746
-64
-0.6% -$3.09K 0.03% 396
2025
Q3 		$525K Buy
10,810
+34
+0.3% +$1.74K 0.03% 385
2025
Q2 		$532K Buy
10,776
+508
+5% +$23.5K 0.04% 367
2025
Q1 		$457K Sell
10,268
-560
-5% -$27.4K 0.03% 378
2024
Q4 		$554K Buy
10,828
+35
+0.3% +$1.78K 0.04% 323
2024
Q3 		$506K Buy
+10,793
New +$496K 0.04% 343
2021
Q4 		– Sell
-1,500
Closed -$68K – 1059
2021
Q3 		$68K Hold
1,500
– – 0.01% 582
2021
Q2 		$64K Hold
1,500
– – 0.01% 572
2021
Q1 		$63K Hold
1,500
– – 0.01% 524
2020
Q4 		$55K Sell
1,500
-300
-17% -$11.4K 0.01% 516
2020
Q3 		$63K Hold
1,800
– – 0.01% 450
2020
Q2 		$69K Hold
1,800
– – 0.01% 419
2020
Q1 		$72K Hold
1,800
– – 0.02% 368
2019
Q4 		$91K Hold
1,800
– – 0.02% 364
2019
Q3 		$82K Hold
1,800
– – 0.02% 371
2019
Q2 		$81K Hold
1,800
– – 0.02% 373
2019
Q1 		$81K Hold
1,800
– – 0.02% 337
2018
Q4 		$79K Hold
1,800
– – 0.02% 328
2018
Q3 		$76K Hold
1,800
– – 0.02% 363
2018
Q2 		$85K Hold
1,800
– – 0.02% 344
2018
Q1 		$81K Hold
1,800
– – 0.02% 324
2017
Q4 		$84K Hold
1,800
– – 0.03% 289
2017
Q3 		$84K Hold
1,800
– – 0.03% 264
2017
Q2 		$77K Hold
1,800
– – 0.03% 249
2017
Q1 		$74K Sell
1,800
-1,500
-45% -$65.3K 0.04% 194
2016
Q4 		$161K Hold
3,300
– – 0.1% 99
2016
Q3 		$132K Hold
3,300
– – 0.06% 128
2016
Q2 		$126K Buy
+3,300
New +$125K 0.06% 119

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

Jacobi Capital Management's PFIS Position: Q2 2026 in Review

Jacobi Capital Management increased its Peoples Financial Services (PFIS) stake by 0.26% in Q2 2026, buying an estimated $1.78K and bringing the position to 11,451 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #373.

Jacobi Capital Management first reported a position in PFIS in Q2 2016 and has held it in 30 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Jacobi Capital Management held 11,451 shares of Peoples Financial Services worth $760K as of Q2 2026.
  • Jacobi Capital Management bought 30 Peoples Financial Services shares in Q2 2026, an estimated $1.78K.
  • Peoples Financial Services made up 0.04% of Jacobi Capital Management's portfolio in Q2 2026, its #373 holding.
  • Jacobi Capital Management first reported a position in Peoples Financial Services in Q2 2016 and has held it in 30 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.