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Richard W. Paul & Associates’s Peoples Financial Services PFIS Stock Holding History

Richard W. Paul & Associates’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
-22
Closed -$1.13K – 469
2024
Q4 		$1.13K Hold
22
– – ﹤0.01% 456
2024
Q3 		$1.03K Buy
+22
New +$1.01K ﹤0.01% 452

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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Richard W. Paul & Associates's PFIS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 22 shares — an estimated $1.13K sold.

Richard W. Paul & Associates first reported a position in PFIS in Q3 2024 and held it in 2 quarters. The position peaked at $1.13K in Q4 2024. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 22 Peoples Financial Services shares in Q1 2025, an estimated $1.13K.
  • Richard W. Paul & Associates first reported a position in Peoples Financial Services in Q3 2024 and held it in 2 quarters.
  • Richard W. Paul & Associates's Peoples Financial Services position peaked at $1.13K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.