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Physician Wealth Advisors’s Peoples Financial Services PFIS Stock Holding History

Physician Wealth 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
2025
Q2 		– Sell
-14
Closed -$623 – 1934
2025
Q1 		$623 Buy
+14
New +$684 ﹤0.01% 1330

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Physician Wealth Advisors's PFIS Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Peoples Financial Services (PFIS) in Q2 2025, closing a stake of 14 shares — an estimated $623 sold.

Physician Wealth Advisors first reported a position in PFIS in Q1 2025 and held it in 1 quarter. The position peaked at $623 in Q1 2025. 94 funds tracked by Wall St. Rank hold PFIS as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Peoples Financial Services position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 14 Peoples Financial Services shares in Q2 2025, an estimated $623.
  • Physician Wealth Advisors first reported a position in Peoples Financial Services in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Peoples Financial Services position peaked at $623 in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.