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SouthState Corp’s Peoples Financial Services PFIS Stock Holding History

SouthState Corp’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
2023
Q2 		– Sell
-240
Closed -$10.4K – 633
2023
Q1 		$10.4K Hold
240
– – ﹤0.01% 502
2022
Q4 		$12.4K Hold
240
– – ﹤0.01% 534
2022
Q3 		$11K Buy
+240
New +$12.4K ﹤0.01% 534

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SouthState Corp's PFIS Position: Q2 2023 in Review

SouthState Corp sold out of Peoples Financial Services (PFIS) in Q2 2023, closing a stake of 240 shares — an estimated $10.4K sold.

SouthState Corp first reported a position in PFIS in Q3 2022 and held it in 3 quarters. The position peaked at $12.4K in Q4 2022. 60 funds tracked by Wall St. Rank hold PFIS as of Q2 2023.

  • SouthState Corp reported no remaining Peoples Financial Services position as of Q2 2023 after selling out during the quarter.
  • SouthState Corp sold 240 Peoples Financial Services shares in Q2 2023, an estimated $10.4K.
  • SouthState Corp first reported a position in Peoples Financial Services in Q3 2022 and held it in 3 quarters.
  • SouthState Corp's Peoples Financial Services position peaked at $12.4K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2023.

Based on SouthState Corp's 13F filing for Q2 2023, filed 8 Aug 2023.