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O'Shaughnessy Asset Management’s Peoples Financial Services PFIS Stock Holding History

O'Shaughnessy 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
2026
Q2 		$600K Buy
+9,046
New +$536K ﹤0.01% 1511
2021
Q4 		– Sell
-28
Closed -$1K – 2129
2021
Q3 		$1K Hold
28
– – ﹤0.01% 2617
2021
Q2 		$1K Buy
+28
New +$1.2K ﹤0.01% 2475

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's PFIS Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 9,046 shares worth $600K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in PFIS as recently as Q3 2021.

O'Shaughnessy Asset Management first reported a position in PFIS in Q2 2021 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • O'Shaughnessy Asset Management held 9,046 shares of Peoples Financial Services worth $600K as of Q2 2026.
  • Peoples Financial Services was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1511 holding.
  • O'Shaughnessy Asset Management first reported a position in Peoples Financial Services in Q2 2021 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.