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Savant Capital’s Peoples Financial Services PFIS Stock Holding History

Savant Capital’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 		$300K Buy
+5,011
New +$297K ﹤0.01% 1504
2025
Q3 		– Sell
-4,124
Closed -$204K – 1360
2025
Q2 		$204K Buy
+4,124
New +$191K ﹤0.01% 1146
2025
Q1 		– Sell
-5,951
Closed -$305K – 1341
2024
Q4 		$305K Sell
5,951
-1,050
-15% -$53.4K ﹤0.01% 1109
2024
Q3 		$328K Buy
+7,001
New +$322K ﹤0.01% 1051

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Savant Capital's PFIS Position: Q2 2026 in Review

Savant Capital opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 5,011 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings. This is a return to the name: Savant Capital previously reported a position in PFIS as recently as Q2 2025.

Savant Capital first reported a position in PFIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $328K in Q3 2024. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Savant Capital held 5,011 shares of Peoples Financial Services worth $300K as of Q2 2026.
  • Peoples Financial Services was a new Savant Capital position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1504 holding.
  • Savant Capital first reported a position in Peoples Financial Services in Q3 2024 and has held it in 4 quarters since.
  • Savant Capital's Peoples Financial Services position peaked at $328K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.