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&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
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
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

&Partners's PFIS Position: Q1 2026 in Review

&Partners increased its Peoples Financial Services (PFIS) stake by 0.15% in Q1 2026, buying an estimated $949 and bringing the position to 12,375 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

&Partners first reported a position in PFIS in Q3 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • &Partners held 12,375 shares of Peoples Financial Services worth $660K as of Q1 2026.
  • &Partners bought 18 Peoples Financial Services shares in Q1 2026, an estimated $949.
  • Peoples Financial Services made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1545 holding.
  • &Partners first reported a position in Peoples Financial Services in Q3 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.