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PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $231M
1-Year Est. Return 37.59%
This Fund
S&P 500
This Quarter Est. Return
+19.55%
1 Year Est. Return
+37.59%
3 Year Est. Return
+92.96%
5 Year Est. Return
+120.82%
10 Year Est. Return
+324.9%
AUM
$231M
AUM Growth
+$20.3M
Cap. Flow
-$4.5M
Cap. Flow %
-1.94%
Top 10 Hldgs %
31.95%
Holding
278
New
3
Increased
30
Reduced
109
Closed
8

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$2.71M
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$69.1K
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$51.4K
4
PANW icon
Palo Alto Networks
PANW
+$25.2K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.8K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$2.59M
2
MU icon
Micron Technology
MU
+$927K
3
HON icon
Honeywell
HON
+$736K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$473K
5
LLY icon
Eli Lilly
LLY
+$209K

Sector Composition

Rank Sector Weight
1 Technology 23%
2 Healthcare 14.19%
3 Financials 13.85%
4 Miscellaneous 11.96%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
226
Freeport-McMoran
FCX
$104B
$16.9K 0.01%
268
– –
EIM
227
Eaton Vance Municipal Bond Fund
EIM
$487M
$16.6K 0.01%
1,666
– –
PAYX icon
228
Paychex
PAYX
$43.3B
$16.3K 0.01%
166
-150
-47% -$14.2K
ZTS icon
229
Zoetis
ZTS
$31.3B
$15.9K 0.01%
221
– –
GEHC icon
230
GE HealthCare
GEHC
$31.1B
$15.7K 0.01%
246
-41
-14% -$2.69K
GM icon
231
General Motors
GM
$77B
$15.4K 0.01%
200
– –
ALNY icon
232
Alnylam Pharmaceuticals
ALNY
$35.6B
$15.1K 0.01%
50
– –
COIN icon
233
Coinbase
COIN
$48.7B
$14.6K 0.01%
100
– –
IWP icon
234
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$14.5K 0.01%
99
– –
IR icon
235
Ingersoll Rand
IR
$29.6B
$14.4K 0.01%
176
– –
GOVT icon
236
iShares US Treasury Bond ETF
GOVT
$42B
$14.1K 0.01%
619
– –
VOE icon
237
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$13.6K 0.01%
69
– –
NCV
238
Virtus Convertible & Income Fund
NCV
$374M
$12.4K 0.01%
707
– –
ALC icon
239
Alcon
ALC
$34.1B
$12.1K 0.01%
181
– –
TSCO icon
240
Tractor Supply
TSCO
$18.2B
$11.2K ﹤0.01%
355
– –
VEU icon
241
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$10.1K ﹤0.01%
120
– –
ISRG icon
242
Intuitive Surgical
ISRG
$130B
$9.94K ﹤0.01%
25
– –
WTRG icon
243
Essential Utilities
WTRG
$11.8B
$9.58K ﹤0.01%
250
– –
ALLE icon
244
Allegion
ALLE
$13.4B
$9.27K ﹤0.01%
66
– –
SNY icon
245
Sanofi
SNY
$106B
$8.53K ﹤0.01%
200
– –
EMN icon
246
Eastman Chemical
EMN
$8.14B
$8.3K ﹤0.01%
124
– –
FDXF
247
FedEx Freight
FDXF
$19.4B
$7.55K ﹤0.01%
+50
New +$8.19K
FDBC icon
248
Fidelity D&D Bancorp
FDBC
$320M
$7.5K ﹤0.01%
146
– –
F icon
249
Ford
F
$58.3B
$6.95K ﹤0.01%
500
– –
ZBH icon
250
Zimmer Biomet
ZBH
$18.7B
$6.89K ﹤0.01%
80
– –
8 9
10
11 12

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Peoples Financial Services Corp's Q2 2026 Portfolio in Review

As of Q2 2026, Peoples Financial Services Corp held 278 positions worth $231M, up 9.6% from $211M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4%. Peoples Financial Services Corp opened 3 new positions and exited 8, leaving the 278-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 20% a quarter earlier, followed by Healthcare and Financials.

  • Peoples Financial Services Corp's largest Q2 2026 buy was Marvell Technology: 13,500 shares worth $4.02M.
  • Peoples Financial Services Corp added most to Vanguard Morningstar Small-Cap ETF in Q2 2026, an estimated $69.1K increase.
  • Peoples Financial Services Corp's biggest Q2 2026 reduction was Broadcom, cutting an estimated $2.59M.
  • Peoples Financial Services Corp fully exited Honeywell in Q2 2026, selling an estimated $736K.
  • Peoples Financial Services Corp's ten largest holdings make up 32% of its $231M portfolio in Q2 2026.
  • Peoples Financial Services Corp opened 3 new positions and closed 8 in Q2 2026.
  • Peoples Financial Services Corp's portfolio value rose 9.6% quarter-over-quarter to $231M.

Based on Peoples Financial Services Corp's 13F filing for Q2 2026, filed 22 Jul 2026.