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 Q2	–	Sell	-11,418	Closed	-$609K	–	3787
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 $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 $3.37T AUM 44.26% 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

BCM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stifel Financial's PFIS Position: Q2 2026 in Review

Stifel Financial sold out of Peoples Financial Services (PFIS) in Q2 2026, closing a stake of 11,418 shares — an estimated $609K sold.

Stifel Financial first reported a position in PFIS in Q2 2019 and held it in 28 quarters. The position peaked at $630K in Q4 2024. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

Stifel Financial reported no remaining Peoples Financial Services position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 11,418 Peoples Financial Services shares in Q2 2026, an estimated $609K.
Stifel Financial first reported a position in Peoples Financial Services in Q2 2019 and held it in 28 quarters.
Stifel Financial's Peoples Financial Services position peaked at $630K in Q4 2024.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.