MAM
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Martingale Asset Management’s Peoples Financial Services PFIS Stock Holding History

Martingale Asset 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
Q2 		– Sell
-5,373
Closed -$239K – 842
2025
Q1 		$239K Hold
5,373
– – 0.01% 712
2024
Q4 		$275K Buy
5,373
+570
+12% +$29K 0.01% 703
2024
Q3 		$225K Hold
4,803
– – 0.01% 750
2024
Q2 		$219K Sell
4,803
-1
-0% -$39 ﹤0.01% 748
2024
Q1 		$207K Hold
4,804
– – ﹤0.01% 774
2023
Q4 		$234K Buy
+4,804
New +$206K ﹤0.01% 739
2023
Q3 		– Sell
-4,804
Closed -$210K – 833
2023
Q2 		$210K Hold
4,804
– – ﹤0.01% 758
2023
Q1 		$208K Hold
4,804
– – ﹤0.01% 774
2022
Q4 		$249K Sell
4,804
-1
-0% -$53 ﹤0.01% 753
2022
Q3 		$226K Hold
4,805
– – ﹤0.01% 762
2022
Q2 		$269K Hold
4,805
– – ﹤0.01% 758
2022
Q1 		$243K Hold
4,805
– – ﹤0.01% 765
2021
Q4 		$254K Hold
4,805
– – ﹤0.01% 763
2021
Q3 		$219K Buy
+4,805
New +$214K ﹤0.01% 806
2020
Q4 		– Sell
-7,605
Closed -$265K – 1011
2020
Q3 		$265K Sell
7,605
-9,500
-56% -$348K ﹤0.01% 928
2020
Q2 		$654K Hold
17,105
– – 0.01% 825
2020
Q1 		$680K Buy
17,105
+1,501
+10% +$68.4K 0.01% 754
2019
Q4 		$786K Buy
15,604
+4,502
+41% +$220K 0.01% 808
2019
Q3 		$503K Buy
11,102
+2,799
+34% +$126K 0.01% 876
2019
Q2 		$374K Hold
8,303
– – ﹤0.01% 937
2019
Q1 		$376K Buy
8,303
+400
+5% +$17.4K ﹤0.01% 921
2018
Q4 		$349K Buy
7,903
+902
+13% +$38.3K ﹤0.01% 903
2018
Q3 		$297K Hold
7,001
– – ﹤0.01% 905
2018
Q2 		$330K Hold
7,001
– – ﹤0.01% 913
2018
Q1 		$320K Hold
7,001
– – ﹤0.01% 880
2017
Q4 		$327K Sell
7,001
-2,300
-25% -$108K ﹤0.01% 881
2017
Q3 		$445K Hold
9,301
– – 0.01% 857
2017
Q2 		$407K Sell
9,301
-1
-0% -$42 0.01% 852
2017
Q1 		$389K Buy
9,302
+2,400
+35% +$104K 0.01% 846
2016
Q4 		$337K Buy
+6,902
New +$299K ﹤0.01% 879

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Martingale Asset Management's PFIS Position: Q2 2025 in Review

Martingale Asset Management sold out of Peoples Financial Services (PFIS) in Q2 2025, closing a stake of 5,373 shares — an estimated $239K sold.

Martingale Asset Management first reported a position in PFIS in Q4 2016 and held it in 30 quarters. The position peaked at $786K in Q4 2019. 94 funds tracked by Wall St. Rank hold PFIS as of Q2 2025.

  • Martingale Asset Management reported no remaining Peoples Financial Services position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 5,373 Peoples Financial Services shares in Q2 2025, an estimated $239K.
  • Martingale Asset Management first reported a position in Peoples Financial Services in Q4 2016 and held it in 30 quarters.
  • Martingale Asset Management's Peoples Financial Services position peaked at $786K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.