John Overdeck’s Peoples Financial Services PFIS Stock Holding History

John Overdeck’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	$2.32M	Buy	34,944 +13,009	+59%	+$771K	﹤0.01%	2857
2026 Q1	$1.17M	Buy	21,935 +2,081	+10%	+$110K	﹤0.01%	3146
2025 Q4	$967K	Buy	19,854 +2,127	+12%	+$103K	﹤0.01%	2938
2025 Q3	$862K	Buy	17,727 +5,370	+43%	+$274K	﹤0.01%	2678
2025 Q2	$610K	Sell	12,357 -3,813	-24%	-$177K	﹤0.01%	2498
2025 Q1	$719K	Buy	+16,170	New	+$790K	﹤0.01%	2350
2014 Q3	–	Sell	-3,900	Closed	-$200K	–	1976
2014 Q2	$200K	Buy	+3,900	New	+$187K	﹤0.01%	1971

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

John Overdeck's PFIS Position: Q2 2026 in Review

John Overdeck increased its Peoples Financial Services (PFIS) stake by 59% in Q2 2026, buying an estimated $771K and bringing the position to 34,944 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

John Overdeck first reported a position in PFIS in Q2 2014 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

John Overdeck held 34,944 shares of Peoples Financial Services worth $2.32M as of Q2 2026.
John Overdeck bought 13,009 Peoples Financial Services shares in Q2 2026, an estimated $771K.
Peoples Financial Services made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2857 holding.
John Overdeck first reported a position in Peoples Financial Services in Q2 2014 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.