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 Q3	$965K	Buy	14,319 +163	+1%	+$11.4K	﹤0.01%	4545
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

LPL Financial's PFIS Position: Q3 2026 in Review

LPL Financial increased its Peoples Financial Services (PFIS) stake by 1.2% in Q3 2026, buying an estimated $11.4K and bringing the position to 14,319 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #4545.

LPL Financial first reported a position in PFIS in Q3 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

LPL Financial held 14,319 shares of Peoples Financial Services worth $965K as of Q3 2026.
LPL Financial bought 163 Peoples Financial Services shares in Q3 2026, an estimated $11.4K.
Peoples Financial Services made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4545 holding.
LPL Financial first reported a position in Peoples Financial Services in Q3 2024 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.