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NewEdge Advisors’s Peoples Financial Services PFIS Stock Holding History

NewEdge 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 		– Sell
-176
Closed -$8.58K – 4330
2025
Q4 		$8.58K Buy
176
+43
+32% +$2.08K ﹤0.01% 3516
2025
Q3 		$6.49K Sell
133
-30
-18% -$1.53K ﹤0.01% 3452
2025
Q2 		$8.05K Buy
+163
New +$7.55K ﹤0.01% 3270
2023
Q1 		– Sell
-560
Closed -$24.6K – 3942
2022
Q4 		$24.6K Buy
+560
New +$29.8K ﹤0.01% 2049

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

NewEdge Advisors's PFIS Position: Q1 2026 in Review

NewEdge Advisors sold out of Peoples Financial Services (PFIS) in Q1 2026, closing a stake of 176 shares — an estimated $8.58K sold.

NewEdge Advisors first reported a position in PFIS in Q4 2022 and held it in 4 quarters. The position peaked at $24.6K in Q4 2022. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • NewEdge Advisors reported no remaining Peoples Financial Services position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 176 Peoples Financial Services shares in Q1 2026, an estimated $8.58K.
  • NewEdge Advisors first reported a position in Peoples Financial Services in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's Peoples Financial Services position peaked at $24.6K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.