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

Maltese 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
2025 Q1	–	Sell	-5,004	Closed	-$256K	–	124
2024 Q4	$256K	Buy	+5,004	New	+$254K	0.04%	109
2023 Q4	–	Sell	-33,028	Closed	-$1.32M	–	100
2023 Q3	$1.32M	Sell	33,028 -1,972	-6%	-$88.6K	0.5%	66
2023 Q2	$1.53M	Sell	35,000 -33,722	-49%	-$1.37M	0.53%	64
2023 Q1	$2.98M	Sell	68,722 -18,652	-21%	-$916K	1.11%	37
2022 Q4	$4.53M	Sell	87,374 -8,918	-9%	-$475K	1.26%	25
2022 Q3	$4.51M	Sell	96,292 -4,982	-5%	-$257K	1.03%	32
2022 Q2	$5.66M	Buy	101,274 +11,274	+13%	+$573K	1.22%	28
2022 Q1	$4.54M	Buy	90,000 +16,084	+22%	+$803K	0.86%	49
2021 Q4	$3.9M	Buy	73,916 +3,916	+6%	+$189K	0.64%	62
2021 Q3	$3.19M	Buy	70,000 +34,623	+98%	+$1.54M	0.55%	68
2021 Q2	$1.51M	Buy	+35,377	New	+$1.52M	0.24%	104

Other funds holding PFIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Maltese Capital Management's PFIS Position: Q1 2025 in Review

Maltese Capital Management sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 5,004 shares — an estimated $256K sold.

Maltese Capital Management first reported a position in PFIS in Q2 2021 and held it in 11 quarters. The position peaked at $5.66M in Q2 2022. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

Maltese Capital Management reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
Maltese Capital Management sold 5,004 Peoples Financial Services shares in Q1 2025, an estimated $256K.
Maltese Capital Management first reported a position in Peoples Financial Services in Q2 2021 and held it in 11 quarters.
Maltese Capital Management's Peoples Financial Services position peaked at $5.66M in Q2 2022.
91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on Maltese Capital Management's 13F filing for Q1 2025, filed 15 May 2025.