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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Mercer Global Advisors's PFIS Position: Q1 2026 in Review

Mercer Global Advisors increased its Peoples Financial Services (PFIS) stake by 5.7% in Q1 2026, buying an estimated $16.5K and bringing the position to 5,817 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Mercer Global Advisors first reported a position in PFIS in Q4 2019 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Mercer Global Advisors held 5,817 shares of Peoples Financial Services worth $310K as of Q1 2026.
  • Mercer Global Advisors bought 313 Peoples Financial Services shares in Q1 2026, an estimated $16.5K.
  • Peoples Financial Services made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2389 holding.
  • Mercer Global Advisors first reported a position in Peoples Financial Services in Q4 2019 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.