Steward Partners Investment Advisory’s Peoples Financial Services PFIS Stock Holding History

Steward Partners Investment Advisory’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	-500	Closed	-$21.7K	–	3373
2023 Q1	$21.7K	Hold	500	–	–	﹤0.01%	2215
2022 Q4	$25.9K	Hold	500	–	–	﹤0.01%	2116
2022 Q3	$23K	Hold	500	–	–	﹤0.01%	2167
2022 Q2	$28K	Hold	500	–	–	﹤0.01%	2084
2022 Q1	$25K	Hold	500	–	–	﹤0.01%	2265
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	2215
2021 Q3	$23K	Hold	500	–	–	﹤0.01%	2269
2021 Q2	$21K	Hold	500	–	–	﹤0.01%	5022
2021 Q1	$21.1K	Hold	500	–	–	﹤0.01%	2450
2020 Q4	$18K	Hold	500	–	–	﹤0.01%	2099
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	1947
2020 Q2	$19K	Hold	500	–	–	﹤0.01%	1794
2020 Q1	$19K	Hold	500	–	–	﹤0.01%	1630
2019 Q4	$25K	Hold	500	–	–	﹤0.01%	1703
2019 Q3	$22K	Hold	500	–	–	﹤0.01%	1693
2019 Q2	$22K	Buy	+500	New	+$21.9K	﹤0.01%	1674
2018 Q4	–	Sell	-500	Closed	-$21K	–	1741
2018 Q3	$21K	Hold	500	–	–	﹤0.01%	1538
2018 Q2	$24K	Hold	500	–	–	﹤0.01%	1395
2018 Q1	$22K	Hold	500	–	–	﹤0.01%	1297
2017 Q4	$23K	Hold	500	–	–	﹤0.01%	1069
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	906
2017 Q2	$21K	Hold	500	–	–	﹤0.01%	852
2017 Q1	$20K	Buy	+500	New	+$21.8K	﹤0.01%	760

Other funds holding PFIS

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

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Steward Partners Investment Advisory's PFIS Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Peoples Financial Services (PFIS) in Q2 2023, closing a stake of 500 shares — an estimated $21.7K sold.

Steward Partners Investment Advisory first reported a position in PFIS in Q1 2017 and held it in 23 quarters. The position peaked at $28K in Q2 2022. 60 funds tracked by Wall St. Rank hold PFIS as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Peoples Financial Services position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 Peoples Financial Services shares in Q2 2023, an estimated $21.7K.
Steward Partners Investment Advisory first reported a position in Peoples Financial Services in Q1 2017 and held it in 23 quarters.
Steward Partners Investment Advisory's Peoples Financial Services position peaked at $28K in Q2 2022.
60 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.