&Partners’s Peoples Financial Services PFIS Stock Holding History

&Partners’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	$822K	Buy	12,381 +6	+0%	+$356	﹤0.01%	1529
2026 Q1	$660K	Buy	12,375 +18	+0.1%	+$949	﹤0.01%	1545
2025 Q4	$602K	Buy	12,357 +6	+0%	+$290	﹤0.01%	1504
2025 Q3	$600K	Buy	12,351 +6	+0%	+$307	﹤0.01%	1349
2025 Q2	$609K	Buy	12,345 +7	+0.1%	+$324	﹤0.01%	1252
2025 Q1	$552K	Sell	12,338 -723	-6%	-$35.3K	0.01%	1090
2024 Q4	$655K	Buy	13,061 +6	+0%	+$305	0.01%	949
2024 Q3	$612K	Buy	+13,055	New	+$600K	0.01%	770

Other funds holding PFIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Malvern, Pennsylvania $2.22T AUM

&Partners's PFIS Position: Q2 2026 in Review

&Partners increased its Peoples Financial Services (PFIS) stake by 0.05% in Q2 2026, buying an estimated $356 and bringing the position to 12,381 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

&Partners first reported a position in PFIS in Q3 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

&Partners held 12,381 shares of Peoples Financial Services worth $822K as of Q2 2026.
&Partners bought 6 Peoples Financial Services shares in Q2 2026, an estimated $356.
Peoples Financial Services made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1529 holding.
&Partners first reported a position in Peoples Financial Services in Q3 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.