LPL Financial
PFIS icon

LPL Financial’s Peoples Financial Services PFIS Stock Holding History

LPL Financial’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 		$940K Buy
14,156
+1,902
+16% +$113K ﹤0.01% 4476
2026
Q1 		$654K Buy
12,254
+222
+2% +$11.7K ﹤0.01% 4532
2025
Q4 		$586K Sell
12,032
-3,648
-23% -$176K ﹤0.01% 4578
2025
Q3 		$762K Buy
15,680
+468
+3% +$23.9K ﹤0.01% 4268
2025
Q2 		$751K Buy
15,212
+455
+3% +$21.1K ﹤0.01% 4010
2025
Q1 		$656K Buy
14,757
+1,306
+10% +$63.8K ﹤0.01% 3915
2024
Q4 		$688K Sell
13,451
-3,459
-20% -$176K ﹤0.01% 3813
2024
Q3 		$793K Buy
+16,910
New +$778K ﹤0.01% 3605

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

LPL Financial's PFIS Position: Q2 2026 in Review

LPL Financial increased its Peoples Financial Services (PFIS) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 14,156 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #4476.

LPL Financial first reported a position in PFIS in Q3 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • LPL Financial held 14,156 shares of Peoples Financial Services worth $940K as of Q2 2026.
  • LPL Financial bought 1,902 Peoples Financial Services shares in Q2 2026, an estimated $113K.
  • Peoples Financial Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4476 holding.
  • LPL Financial first reported a position in Peoples Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.