Stifel Financial’s Peoples Financial Services PFIS Stock Holding History

Stifel Financial’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 Q1	$609K	Hold	11,418	–	–	﹤0.01%	2748
2025 Q4	$556K	Sell	11,418 -890	-7%	-$43K	﹤0.01%	2800
2025 Q3	$598K	Hold	12,308	–	–	﹤0.01%	2706
2025 Q2	$608K	Hold	12,308	–	–	﹤0.01%	2653
2025 Q1	$547K	Hold	12,308	–	–	﹤0.01%	2626
2024 Q4	$630K	Hold	12,308	–	–	﹤0.01%	2541
2024 Q3	$577K	Buy	12,308 +4,627	+60%	+$213K	﹤0.01%	2585
2024 Q2	$350K	Hold	7,681	–	–	﹤0.01%	2835
2024 Q1	$331K	Hold	7,681	–	–	﹤0.01%	2856
2023 Q4	$374K	Hold	7,681	–	–	﹤0.01%	2719
2023 Q3	$308K	Hold	7,681	–	–	﹤0.01%	2779
2023 Q2	$336K	Hold	7,681	–	–	﹤0.01%	2751
2023 Q1	$333K	Hold	7,681	–	–	﹤0.01%	2746
2022 Q4	$398K	Hold	7,681	–	–	﹤0.01%	2605
2022 Q3	$360K	Hold	7,681	–	–	﹤0.01%	2628
2022 Q2	$429K	Hold	7,681	–	–	﹤0.01%	2559
2022 Q1	$388K	Hold	7,681	–	–	﹤0.01%	2719
2021 Q4	$405K	Hold	7,681	–	–	﹤0.01%	2721
2021 Q3	$350K	Hold	7,681	–	–	﹤0.01%	2800
2021 Q2	$327K	Hold	7,681	–	–	﹤0.01%	2849
2021 Q1	$324K	Hold	7,681	–	–	﹤0.01%	2740
2020 Q4	$282K	Hold	7,681	–	–	﹤0.01%	2621
2020 Q3	$267K	Hold	7,681	–	–	﹤0.01%	2471
2020 Q2	$293K	Hold	7,681	–	–	﹤0.01%	2383
2020 Q1	$305K	Hold	7,681	–	–	﹤0.01%	2176
2019 Q4	$387K	Hold	7,681	–	–	﹤0.01%	2409
2019 Q3	$348K	Hold	7,681	–	–	﹤0.01%	2368
2019 Q2	$346K	Buy	+7,681	New	+$336K	﹤0.01%	2421

Other funds holding PFIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFSC

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

BCM

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

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Stifel Financial's PFIS Position: Q1 2026 in Review

Stifel Financial held its Peoples Financial Services (PFIS) position steady in Q1 2026 at 11,418 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Stifel Financial first reported a position in PFIS in Q2 2019 and has held it in 28 quarters since. The position peaked at $630K in Q4 2024. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

Stifel Financial held 11,418 shares of Peoples Financial Services worth $609K as of Q1 2026.
Stifel Financial left its Peoples Financial Services share count unchanged in Q1 2026.
Peoples Financial Services made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2748 holding.
Stifel Financial first reported a position in Peoples Financial Services in Q2 2019 and has held it in 28 quarters since.
Stifel Financial's Peoples Financial Services position peaked at $630K in Q4 2024.
114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.