Jim Simons
PFIS icon

Jim Simons’s Peoples Financial Services PFIS Stock Holding History

Jim Simons’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
Q1 		$881K Sell
16,527
-3,800
-19% -$200K ﹤0.01% 2335
2025
Q4 		$990K Sell
20,327
-5,500
-21% -$266K ﹤0.01% 2283
2025
Q3 		$1.26M Sell
25,827
-6,285
-20% -$321K ﹤0.01% 2370
2025
Q2 		$1.59M Sell
32,112
-1,800
-5% -$83.4K ﹤0.01% 2257
2025
Q1 		$1.51M Buy
33,912
+4,885
+17% +$239K ﹤0.01% 2162
2024
Q4 		$1.49M Sell
29,027
-1,400
-5% -$71.2K ﹤0.01% 2245
2024
Q3 		$1.43M Buy
30,427
+1,746
+6% +$80.3K ﹤0.01% 2235
2024
Q2 		$1.31M Sell
28,681
-4,100
-13% -$161K ﹤0.01% 2163
2024
Q1 		$1.41M Buy
32,781
+2,337
+8% +$100K ﹤0.01% 2254
2023
Q4 		$1.48M Buy
30,444
+4,463
+17% +$191K ﹤0.01% 2144
2023
Q3 		$1.04M Buy
25,981
+700
+3% +$31.4K ﹤0.01% 2266
2023
Q2 		$1.11M Buy
25,281
+100
+0.4% +$4.07K ﹤0.01% 2411
2023
Q1 		$1.09M Sell
25,181
-200
-0.8% -$9.82K ﹤0.01% 2425
2022
Q4 		$1.32M Sell
25,381
-2,774
-10% -$148K ﹤0.01% 2367
2022
Q3 		$1.32M Sell
28,155
-326
-1% -$16.8K ﹤0.01% 2320
2022
Q2 		$1.59M Sell
28,481
-3,986
-12% -$203K ﹤0.01% 2363
2022
Q1 		$1.64M Sell
32,467
-7
-0% -$349 ﹤0.01% 2378
2021
Q4 		$1.71M Sell
32,474
-5,526
-15% -$267K ﹤0.01% 2265
2021
Q3 		$1.73M Buy
38,000
+1,319
+4% +$58.7K ﹤0.01% 2201
2021
Q2 		$1.56M Sell
36,681
-14,636
-29% -$629K ﹤0.01% 2418
2021
Q1 		$2.17M Buy
51,317
+2,736
+6% +$113K ﹤0.01% 2171
2020
Q4 		$1.79M Sell
48,581
-6,400
-12% -$243K ﹤0.01% 2191
2020
Q3 		$1.91M Sell
54,981
-10,400
-16% -$381K ﹤0.01% 2162
2020
Q2 		$2.5M Sell
65,381
-14,500
-18% -$503K ﹤0.01% 2060
2020
Q1 		$3.17M Sell
79,881
-5,000
-6% -$228K ﹤0.01% 1817
2019
Q4 		$4.27M Buy
84,881
+15,200
+22% +$743K ﹤0.01% 1952
2019
Q3 		$3.16M Buy
69,681
+13,200
+23% +$593K ﹤0.01% 2037
2019
Q2 		$2.54M Buy
56,481
+4,000
+8% +$175K ﹤0.01% 2211
2019
Q1 		$2.37M Buy
52,481
+5,800
+12% +$252K ﹤0.01% 2224
2018
Q4 		$2.06M Buy
46,681
+6,214
+15% +$264K ﹤0.01% 2211
2018
Q3 		$1.72M Buy
40,467
+1,667
+4% +$76.1K ﹤0.01% 2347
2018
Q2 		$1.82M Buy
38,800
+3,000
+8% +$142K ﹤0.01% 2310
2018
Q1 		$1.63M Sell
35,800
-2,600
-7% -$116K ﹤0.01% 2439
2017
Q4 		$1.79M Sell
38,400
-4,459
-10% -$210K ﹤0.01% 2408
2017
Q3 		$2.05M Buy
42,859
+1,059
+3% +$45.4K ﹤0.01% 2292
2017
Q2 		$1.83M Sell
41,800
-4,200
-9% -$178K ﹤0.01% 2305
2017
Q1 		$1.92M Buy
46,000
+200
+0.4% +$8.71K ﹤0.01% 2266
2016
Q4 		$2.23M Buy
45,800
+30,159
+193% +$1.31M ﹤0.01% 2164
2016
Q3 		$638K Buy
15,641
+2,721
+21% +$107K ﹤0.01% 2740
2016
Q2 		$506K Buy
12,920
+3,620
+39% +$137K ﹤0.01% 2795
2016
Q1 		$346K Buy
9,300
+1,400
+18% +$50.7K ﹤0.01% 2950
2015
Q4 		$301K Buy
7,900
+199
+3% +$7.8K ﹤0.01% 2884
2015
Q3 		$269K Buy
+7,701
New +$289K ﹤0.01% 2806

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Jim Simons's PFIS Position: Q1 2026 in Review

Jim Simons reduced its Peoples Financial Services (PFIS) stake by 19% in Q1 2026, selling an estimated $200K and leaving 16,527 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Jim Simons first reported a position in PFIS in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.27M in Q4 2019. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Jim Simons held 16,527 shares of Peoples Financial Services worth $881K as of Q1 2026.
  • Jim Simons sold 3,800 Peoples Financial Services shares in Q1 2026, an estimated $200K.
  • Peoples Financial Services made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2335 holding.
  • Jim Simons first reported a position in Peoples Financial Services in Q3 2015 and has held it in 43 quarters since.
  • Jim Simons's Peoples Financial Services position peaked at $4.27M in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.