Riggs Asset Management’s Peoples Financial Services PFIS Stock Holding History

Riggs Asset Management’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
2026 Q1	$473K	Sell	8,861 -369	-4%	-$19.5K	0.1%	88
2025 Q4	$450K	Sell	9,230 -127	-1%	-$6.14K	0.09%	92
2025 Q3	$455K	Buy	9,357 +5,175	+124%	+$264K	0.1%	88
2025 Q2	$206K	Sell	4,182 -31	-0.7%	-$1.44K	0.05%	101
2025 Q1	$187K	Sell	4,213 -156	-4%	-$7.62K	0.05%	108
2024 Q4	$224K	Buy	4,369 +37	+0.9%	+$1.88K	0.06%	90
2024 Q3	$203K	Buy	4,332 +58	+1%	+$2.67K	0.06%	100
2024 Q2	$195K	Hold	4,274	–	–	0.06%	92
2024 Q1	$184K	Hold	4,274	–	–	0.05%	91
2023 Q4	$208K	Hold	4,274	–	–	0.07%	91
2023 Q3	$171K	Sell	4,274 -1,354	-24%	-$60.8K	0.06%	92
2023 Q2	$246K	Sell	5,628 -100	-2%	-$4.07K	0.09%	89
2023 Q1	$248K	Hold	5,728	–	–	0.1%	84
2022 Q4	$297K	Hold	5,728	–	–	0.12%	80
2022 Q3	$268K	Sell	5,728 -200	-3%	-$10.3K	0.11%	83
2022 Q2	$331K	Sell	5,928 -250	-4%	-$12.7K	0.14%	71
2022 Q1	$312K	Sell	6,178 -352	-5%	-$17.6K	0.09%	79
2021 Q4	$344K	Sell	6,530 -100	-2%	-$4.83K	0.09%	78
2021 Q3	$302K	Buy	6,630 +450	+7%	+$20K	0.09%	80
2021 Q2	$263K	Sell	6,180 -33	-0.5%	-$1.42K	0.07%	87
2021 Q1	$262K	Sell	6,213 -1,315	-17%	-$54.3K	0.08%	82
2020 Q4	$277K	Sell	7,528 -283	-4%	-$10.7K	0.09%	74
2020 Q3	$273K	Buy	7,811 +1,025	+15%	+$37.6K	0.12%	51
2020 Q2	$259K	Buy	6,786 +387	+6%	+$13.4K	0.11%	49
2020 Q1	$254K	Sell	6,399 -1,636	-20%	-$74.5K	0.16%	45
2019 Q4	$405K	Hold	8,035	–	–	0.16%	47
2019 Q3	$363K	Buy	8,035 +850	+12%	+$38.2K	0.19%	44
2019 Q2	$323K	Hold	7,185	–	–	0.18%	47
2019 Q1	$325K	Buy	7,185 +1,636	+29%	+$71.2K	0.22%	39
2018 Q4	$244K	Hold	5,549	–	–	0.18%	47
2018 Q3	$235K	Hold	5,549	–	–	0.12%	46
2018 Q2	$261K	Hold	5,549	–	–	0.11%	49
2018 Q1	$253K	Hold	5,549	–	–	0.1%	54
2017 Q4	$258K	Buy	5,549 +545	+11%	+$25.7K	0.1%	59
2017 Q3	$239K	Hold	5,004	–	–	0.11%	59
2017 Q2	$219K	Hold	5,004	–	–	0.1%	59
2017 Q1	$209K	Sell	5,004 -185	-4%	-$8.05K	0.1%	56
2016 Q4	$253K	Hold	5,189	–	–	0.13%	60
2016 Q3	$212K	Sell	5,189 -975	-16%	-$38.5K	0.11%	59
2016 Q2	$241K	Sell	6,164 -185	-3%	-$7.02K	0.13%	60
2016 Q1	$236K	Hold	6,349	–	–	0.17%	45
2015 Q4	$242K	Hold	6,349	–	–	0.12%	45
2015 Q3	$222K	Sell	6,349 -2,486	-28%	-$93.4K	0.14%	38
2015 Q2	$350K	Sell	8,835 -6,284	-42%	-$253K	0.17%	40
2015 Q1	$678K	Hold	15,119	–	–	0.33%	35
2014 Q4	$751K	Hold	15,119	–	–	0.37%	36
2014 Q3	$695K	Hold	15,119	–	–	0.4%	34
2014 Q2	$777K	Buy	+15,119	New	+$726K	0.46%	36

Other funds holding PFIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFSC

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

BCM

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

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Riggs Asset Management's PFIS Position: Q1 2026 in Review

Riggs Asset Management reduced its Peoples Financial Services (PFIS) stake by 4% in Q1 2026, selling an estimated $19.5K and leaving 8,861 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #88.

Riggs Asset Management first reported a position in PFIS in Q2 2014 and has held it in 48 quarters since. The position peaked at $777K in Q2 2014. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

Riggs Asset Management held 8,861 shares of Peoples Financial Services worth $473K as of Q1 2026.
Riggs Asset Management sold 369 Peoples Financial Services shares in Q1 2026, an estimated $19.5K.
Peoples Financial Services made up 0.1% of Riggs Asset Management's portfolio in Q1 2026, its #88 holding.
Riggs Asset Management first reported a position in Peoples Financial Services in Q2 2014 and has held it in 48 quarters since.
Riggs Asset Management's Peoples Financial Services position peaked at $777K in Q2 2014.
114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.