Sequoia Financial Advisors’s Peoples Financial Services PFIS Stock Holding History

Sequoia Financial Advisors’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	$393K	Buy	+5,921	New	+$351K	﹤0.01%	1495

Other funds holding PFIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sequoia Financial Advisors's PFIS Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 5,921 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

Sequoia Financial Advisors held 5,921 shares of Peoples Financial Services worth $393K as of Q2 2026.
Peoples Financial Services was a new Sequoia Financial Advisors position in Q2 2026.
Peoples Financial Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1495 holding.
122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.