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SBI Securities’s Peoples Financial Services PFIS Stock Holding History

SBI Securities’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 		$265 Hold
4
– – ﹤0.01% 3236
2026
Q1 		$213 Hold
4
– – ﹤0.01% 3194
2025
Q4 		$195 Hold
4
– – ﹤0.01% 3218
2025
Q3 		$194 Hold
4
– – ﹤0.01% 3328
2025
Q2 		$197 Hold
4
– – ﹤0.01% 3310
2025
Q1 		$178 Hold
4
– – ﹤0.01% 3259
2024
Q4 		$205 Buy
+4
New +$203 ﹤0.01% 3232

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

SBI Securities's PFIS Position: Q2 2026 in Review

SBI Securities held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 4 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

SBI Securities first reported a position in PFIS in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • SBI Securities held 4 shares of Peoples Financial Services worth $265 as of Q2 2026.
  • SBI Securities left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3236 holding.
  • SBI Securities first reported a position in Peoples Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.