Jones Financial Companies
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Jones Financial Companies’s Peoples Financial Services PFIS Stock Holding History

Jones Financial Companies’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 		$42.5K Hold
803
– – ﹤0.01% 3000
2025
Q4 		$39.1K Sell
803
-60
-7% -$2.9K ﹤0.01% 2645
2025
Q3 		$42.9K Buy
863
+803
+1,338% +$41K ﹤0.01% 2448
2025
Q2 		$2.98K Hold
60
– – ﹤0.01% 3328
2025
Q1 		$2.68K Hold
60
– – ﹤0.01% 3174
2024
Q4 		$3.07K Hold
60
– – ﹤0.01% 2894
2024
Q3 		$2.79K Hold
60
– – ﹤0.01% 2593
2024
Q2 		$2.73K Buy
+60
New +$2.35K ﹤0.01% 2089

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Jones Financial Companies's PFIS Position: Q1 2026 in Review

Jones Financial Companies held its Peoples Financial Services (PFIS) position steady in Q1 2026 at 803 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Jones Financial Companies first reported a position in PFIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.9K in Q3 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Jones Financial Companies held 803 shares of Peoples Financial Services worth $42.5K as of Q1 2026.
  • Jones Financial Companies left its Peoples Financial Services share count unchanged in Q1 2026.
  • Peoples Financial Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3000 holding.
  • Jones Financial Companies first reported a position in Peoples Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Peoples Financial Services position peaked at $42.9K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.