Shorepoint Capital Partners’s Peoples Financial Services PFIS Stock Holding History

Shorepoint Capital Partners’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
2025 Q3	$256K	Buy	+2,342	New	+$120K	0.05%	96

Other funds holding PFIS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PFSC

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

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

BCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Shorepoint Capital Partners's PFIS Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Peoples Financial Services (PFIS) in Q3 2025: 2,342 shares worth $256K. The stake represents 0.05% of the portfolio and ranks #96 among its holdings.

102 funds tracked by Wall St. Rank hold PFIS as of Q3 2025.

Shorepoint Capital Partners held 2,342 shares of Peoples Financial Services worth $256K as of Q3 2025.
Peoples Financial Services was a new Shorepoint Capital Partners position in Q3 2025.
Peoples Financial Services made up 0.05% of Shorepoint Capital Partners's portfolio in Q3 2025, its #96 holding.
102 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.