Raymond James Financial
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Raymond James Financial’s Peoples Financial Services PFIS Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-882
Closed -$43.5K – 6247
2025
Q2 		$43.5K Buy
+882
New +$40.9K ﹤0.01% 5241

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 $211M AUM 25.07% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial's PFIS Position: Q3 2025 in Review

Raymond James Financial sold out of Peoples Financial Services (PFIS) in Q3 2025, closing a stake of 882 shares — an estimated $43.5K sold.

Raymond James Financial first reported a position in PFIS in Q2 2025 and held it in 1 quarter. The position peaked at $43.5K in Q2 2025. 102 funds tracked by Wall St. Rank hold PFIS as of Q3 2025.

  • Raymond James Financial reported no remaining Peoples Financial Services position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 882 Peoples Financial Services shares in Q3 2025, an estimated $43.5K.
  • Raymond James Financial first reported a position in Peoples Financial Services in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Peoples Financial Services position peaked at $43.5K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.