Jones Financial Companies
PFIS icon

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
Q2 		$53.8K Hold
803
– – ﹤0.01% 3100
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 $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 $3.38T AUM 44.17% 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
Bridgeway Capital Management
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

Jones Financial Companies's PFIS Position: Q2 2026 in Review

Jones Financial Companies held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 803 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Jones Financial Companies first reported a position in PFIS in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Jones Financial Companies held 803 shares of Peoples Financial Services worth $53.8K as of Q2 2026.
  • Jones Financial Companies left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3100 holding.
  • Jones Financial Companies first reported a position in Peoples Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.