Morgan Stanley
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Morgan Stanley’s Peoples Financial Services PFIS Stock Holding History

Morgan Stanley’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 		$1.77M Sell
33,251
-14,544
-30% -$767K ﹤0.01% 4842
2025
Q4 		$2.33M Buy
47,795
+12,556
+36% +$607K ﹤0.01% 4707
2025
Q3 		$1.71M Sell
35,239
-894
-2% -$45.7K ﹤0.01% 4874
2025
Q2 		$1.78M Buy
36,133
+7,800
+28% +$361K ﹤0.01% 4780
2025
Q1 		$1.26M Sell
28,333
-9,014
-24% -$440K ﹤0.01% 4895
2024
Q4 		$1.91M Sell
37,347
-6,943
-16% -$353K ﹤0.01% 4727
2024
Q3 		$2.08M Buy
44,290
+24,139
+120% +$1.11M ﹤0.01% 4623
2024
Q2 		$918K Sell
20,151
-742
-4% -$29.1K ﹤0.01% 5014
2024
Q1 		$901K Sell
20,893
-28,015
-57% -$1.2M ﹤0.01% 5012
2023
Q4 		$2.38M Buy
48,908
+34,181
+232% +$1.46M ﹤0.01% 4820
2023
Q3 		$591K Sell
14,727
-536
-4% -$24.1K ﹤0.01% 5094
2023
Q2 		$668K Buy
15,263
+939
+7% +$38.2K ﹤0.01% 5065
2023
Q1 		$621K Buy
14,324
+10
+0.1% +$491 ﹤0.01% 5128
2022
Q4 		$742K Buy
14,314
+469
+3% +$25K ﹤0.01% 5034
2022
Q3 		$647K Sell
13,845
-349
-2% -$18K ﹤0.01% 5131
2022
Q2 		$792K Buy
14,194
+2,438
+21% +$124K ﹤0.01% 5165
2022
Q1 		$593K Buy
11,756
+393
+3% +$19.6K ﹤0.01% 5305
2021
Q4 		$598K Buy
11,363
+383
+3% +$18.5K ﹤0.01% 5436
2021
Q3 		$501K Buy
10,980
+195
+2% +$8.67K ﹤0.01% 5497
2021
Q2 		$459K Buy
10,785
+468
+5% +$20.1K ﹤0.01% 5578
2021
Q1 		$436K Sell
10,317
-11,760
-53% -$485K ﹤0.01% 5231
2020
Q4 		$812K Buy
22,077
+4,794
+28% +$182K ﹤0.01% 4781
2020
Q3 		$600K Sell
17,283
-1,425
-8% -$52.2K ﹤0.01% 4550
2020
Q2 		$714K Buy
18,708
+6,802
+57% +$236K ﹤0.01% 4398
2020
Q1 		$473K Sell
11,906
-8,229
-41% -$375K ﹤0.01% 4405
2019
Q4 		$1.01M Buy
20,135
+5,894
+41% +$288K ﹤0.01% 4519
2019
Q3 		$644K Buy
14,241
+4,729
+50% +$212K ﹤0.01% 4554
2019
Q2 		$428K Sell
9,512
-3,952
-29% -$173K ﹤0.01% 4686
2019
Q1 		$609K Sell
13,464
-10,595
-44% -$461K ﹤0.01% 4440
2018
Q4 		$1.06M Buy
24,059
+3,173
+15% +$135K ﹤0.01% 4235
2018
Q3 		$885K Sell
20,886
-3,041
-13% -$139K ﹤0.01% 4631
2018
Q2 		$1.13M Sell
23,927
-1,014
-4% -$47.9K ﹤0.01% 4544
2018
Q1 		$1.14M Buy
24,941
+2,320
+10% +$104K ﹤0.01% 4454
2017
Q4 		$1.05M Buy
22,621
+3,766
+20% +$177K ﹤0.01% 4505
2017
Q3 		$901K Buy
18,855
+4,893
+35% +$210K ﹤0.01% 4501
2017
Q2 		$611K Sell
13,962
-761
-5% -$32.3K ﹤0.01% 4673
2017
Q1 		$615K Sell
14,723
-10,225
-41% -$445K ﹤0.01% 4709
2016
Q4 		$1.22M Buy
24,948
+18,165
+268% +$788K ﹤0.01% 4319
2016
Q3 		$276K Buy
6,783
+1,243
+22% +$49K ﹤0.01% 4854
2016
Q2 		$217K Sell
5,540
-445
-7% -$16.9K ﹤0.01% 4894
2016
Q1 		$223K Buy
5,985
+467
+8% +$16.9K ﹤0.01% 4911
2015
Q4 		$210K Buy
5,518
+655
+13% +$25.7K ﹤0.01% 5064
2015
Q3 		$170K Buy
4,863
+1,002
+26% +$37.6K ﹤0.01% 5163
2015
Q2 		$153K Buy
3,861
+2,273
+143% +$91.4K ﹤0.01% 5376
2015
Q1 		$71K Buy
1,588
+683
+75% +$29.8K ﹤0.01% 5665
2014
Q4 		$45K Buy
905
+10
+1% +$487 ﹤0.01% 5845
2014
Q3 		$41K Sell
895
-1,488
-62% -$73.3K ﹤0.01% 5794
2014
Q2 		$123K Buy
+2,383
New +$114K ﹤0.01% 5399

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

Morgan Stanley's PFIS Position: Q1 2026 in Review

Morgan Stanley reduced its Peoples Financial Services (PFIS) stake by 30% in Q1 2026, selling an estimated $767K and leaving 33,251 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4842.

Morgan Stanley first reported a position in PFIS in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.38M in Q4 2023. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Morgan Stanley held 33,251 shares of Peoples Financial Services worth $1.77M as of Q1 2026.
  • Morgan Stanley sold 14,544 Peoples Financial Services shares in Q1 2026, an estimated $767K.
  • Peoples Financial Services made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4842 holding.
  • Morgan Stanley first reported a position in Peoples Financial Services in Q2 2014 and has held it in 48 quarters since.
  • Morgan Stanley's Peoples Financial Services position peaked at $2.38M in Q4 2023.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.