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
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 $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 $211M AUM 25.07% 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

LPL Financial's PFIS Position: Q1 2026 in Review

LPL Financial increased its Peoples Financial Services (PFIS) stake by 1.8% in Q1 2026, buying an estimated $11.7K and bringing the position to 12,254 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

LPL Financial first reported a position in PFIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $793K in Q3 2024. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • LPL Financial held 12,254 shares of Peoples Financial Services worth $654K as of Q1 2026.
  • LPL Financial bought 222 Peoples Financial Services shares in Q1 2026, an estimated $11.7K.
  • Peoples Financial Services made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4532 holding.
  • LPL Financial first reported a position in Peoples Financial Services in Q3 2024 and has held it in 7 quarters since.
  • LPL Financial's Peoples Financial Services position peaked at $793K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.