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Stone House Investment Management’s Peoples Financial Services PFIS Stock Holding History

Stone House Investment Management’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 		$543K Buy
10,180
+14
+0.1% +$738 0.1% 38
2025
Q4 		$495K Sell
10,166
-1,517
-13% -$73.3K 0.08% 44
2025
Q3 		$568K Buy
11,683
+13
+0.1% +$664 0.1% 44
2025
Q2 		$576K Sell
11,670
-3
-0% -$139 0.11% 40
2025
Q1 		$519K Sell
11,673
-29
-0.2% -$1.42K 0.11% 44
2024
Q4 		$599K Buy
11,702
+12
+0.1% +$610 0.15% 36
2024
Q3 		$548K Buy
11,690
+43
+0.4% +$1.98K 0.11% 37
2024
Q2 		$530K Buy
11,647
+12
+0.1% +$470 0.14% 33
2024
Q1 		$502K Sell
11,635
-156
-1% -$6.69K 0.12% 39
2023
Q4 		$574K Buy
11,791
+9
+0.1% +$386 0.2% 30
2023
Q3 		$472K Sell
11,782
-435
-4% -$19.5K 0.16% 29
2023
Q2 		$535K Buy
12,217
+10
+0.1% +$407 0.19% 24
2023
Q1 		$529K Sell
12,207
-191
-2% -$9.38K 0.18% 25
2022
Q4 		$643K Sell
12,398
-793
-6% -$42.2K 0.23% 29
2022
Q3 		$618K Buy
13,191
+8
+0.1% +$413 0.29% 24
2022
Q2 		$736K Buy
13,183
+8
+0.1% +$407 0.33% 24
2022
Q1 		$665K Sell
13,175
-4,917
-27% -$245K 0.23% 26
2021
Q4 		$953K Sell
18,092
-472
-3% -$22.8K 0.33% 24
2021
Q3 		$791K Hold
18,564
– – 0.31% 25
2021
Q2 		$791K Sell
18,564
-4,912
-21% -$211K 0.31% 25
2021
Q1 		$863K Hold
23,476
– – 0.43% 23
2020
Q4 		$863K Sell
23,476
-4,917
-17% -$186K 0.43% 23
2020
Q3 		$987K Buy
28,393
+10
+0% +$366 0.4% 29
2020
Q2 		$1.08M Buy
28,383
+10
+0% +$347 0.54% 27
2020
Q1 		$1.13M Buy
+28,373
New +$1.29M 0.66% 22
2019
Q4 		– Sell
-29,120
Closed -$1.32M – 43
2019
Q3 		$1.32M Buy
29,120
+7
+0% +$315 0.66% 27
2019
Q2 		$1.31M Buy
29,113
+7
+0% +$306 0.68% 24
2019
Q1 		$1.32M Buy
29,106
+7
+0% +$305 0.69% 29
2018
Q4 		$1.28M Buy
29,099
+7
+0% +$297 0.81% 25
2018
Q3 		$1.23M Sell
29,092
-344
-1% -$15.7K 0.71% 26
2018
Q2 		$1.38M Buy
29,436
+6
+0% +$283 0.88% 26
2018
Q1 		$1.34M Buy
29,430
+6
+0% +$268 0.87% 27
2017
Q4 		$1.37M Sell
29,424
-286
-1% -$13.5K 0.93% 24
2017
Q3 		$1.42M Buy
29,710
+7
+0% +$300 1.01% 24
2017
Q2 		$1.3M Sell
29,703
-744
-2% -$31.5K 0.93% 26
2017
Q1 		$1.27M Buy
30,447
+7
+0% +$305 0.95% 26
2016
Q4 		$1.48M Buy
+30,440
New +$1.32M 1.25% 27

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Stone House Investment Management's PFIS Position: Q1 2026 in Review

Stone House Investment Management increased its Peoples Financial Services (PFIS) stake by 0.14% in Q1 2026, buying an estimated $738 and bringing the position to 10,180 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #38.

Stone House Investment Management first reported a position in PFIS in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.48M in Q4 2016. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Stone House Investment Management held 10,180 shares of Peoples Financial Services worth $543K as of Q1 2026.
  • Stone House Investment Management bought 14 Peoples Financial Services shares in Q1 2026, an estimated $738.
  • Peoples Financial Services made up 0.1% of Stone House Investment Management's portfolio in Q1 2026, its #38 holding.
  • Stone House Investment Management first reported a position in Peoples Financial Services in Q4 2016 and has held it in 37 quarters since.
  • Stone House Investment Management's Peoples Financial Services position peaked at $1.48M in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.