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MAI Capital Management’s Peoples Financial Services PFIS Stock Holding History

MAI Capital Management’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 		– Sell
-3
Closed -$160 – 3968
2026
Q1 		$160 Hold
3
– – ﹤0.01% 4667
2025
Q4 		$147 Buy
+3
New +$145 ﹤0.01% 4108

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

MAI Capital Management's PFIS Position: Q2 2026 in Review

MAI Capital Management sold out of Peoples Financial Services (PFIS) in Q2 2026, closing a stake of 3 shares — an estimated $160 sold.

MAI Capital Management first reported a position in PFIS in Q4 2025 and held it in 2 quarters. The position peaked at $160 in Q1 2026. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • MAI Capital Management reported no remaining Peoples Financial Services position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3 Peoples Financial Services shares in Q2 2026, an estimated $160.
  • MAI Capital Management first reported a position in Peoples Financial Services in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Peoples Financial Services position peaked at $160 in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.