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Rothschild Investment LLC’s Peoples Financial Services PFIS Stock Holding History

Rothschild Investment LLC’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
Q2 		$531 Buy
8
+5
+167% +$296 ﹤0.01% 3248
2026
Q1 		$160 Hold
3
– – ﹤0.01% 3336
2025
Q4 		$146 Sell
3
-2
-40% -$97 ﹤0.01% 3159
2025
Q3 		$243 Buy
+5
New +$256 ﹤0.01% 2983

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $752M AUM 20.1% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Rothschild Investment LLC's PFIS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Peoples Financial Services (PFIS) stake by 167% in Q2 2026, buying an estimated $296 and bringing the position to 8 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #3248.

Rothschild Investment LLC first reported a position in PFIS in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Rothschild Investment LLC held 8 shares of Peoples Financial Services worth $531 as of Q2 2026.
  • Rothschild Investment LLC bought 5 Peoples Financial Services shares in Q2 2026, an estimated $296.
  • Peoples Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3248 holding.
  • Rothschild Investment LLC first reported a position in Peoples Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.