R Squared’s Peoples Financial Services PFIS Stock Holding History

R Squared’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 Q1	–	Sell	-310	Closed	-$15.9K	–	1157
2024 Q4	$15.9K	Buy	+310	New	+$15.8K	0.02%	984

Other funds holding PFIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

R Squared's PFIS Position: Q1 2025 in Review

R Squared sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 310 shares — an estimated $15.9K sold.

R Squared first reported a position in PFIS in Q4 2024 and held it in 1 quarter. The position peaked at $15.9K in Q4 2024. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

R Squared reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
R Squared sold 310 Peoples Financial Services shares in Q1 2025, an estimated $15.9K.
R Squared first reported a position in Peoples Financial Services in Q4 2024 and held it in 1 quarter.
R Squared's Peoples Financial Services position peaked at $15.9K in Q4 2024.
91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.