Mercer Global Advisors
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Mercer Global Advisors’s Peoples Financial Services PFIS Stock Holding History

Mercer Global Advisors’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 		$519K Buy
7,820
+2,003
+34% +$119K ﹤0.01% 2264
2026
Q1 		$310K Buy
5,817
+313
+6% +$16.5K ﹤0.01% 2389
2025
Q4 		$268K Buy
5,504
+1,124
+26% +$54.3K ﹤0.01% 2321
2025
Q3 		$213K Buy
+4,380
New +$224K ﹤0.01% 2351
2020
Q1 		– Sell
-4,238
Closed -$213K – 1212
2019
Q4 		$213K Buy
+4,238
New +$207K ﹤0.01% 1062

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

Mercer Global Advisors's PFIS Position: Q2 2026 in Review

Mercer Global Advisors increased its Peoples Financial Services (PFIS) stake by 34% in Q2 2026, buying an estimated $119K and bringing the position to 7,820 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Mercer Global Advisors first reported a position in PFIS in Q4 2019 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Mercer Global Advisors held 7,820 shares of Peoples Financial Services worth $519K as of Q2 2026.
  • Mercer Global Advisors bought 2,003 Peoples Financial Services shares in Q2 2026, an estimated $119K.
  • Peoples Financial Services made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2264 holding.
  • Mercer Global Advisors first reported a position in Peoples Financial Services in Q4 2019 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.