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Stoneridge Investment Partners’s Peoples Financial Services PFIS Stock Holding History

Stoneridge Investment Partners’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 		– Sell
-8,932
Closed -$435K – 145
2025
Q4 		$435K Buy
8,932
+2,807
+46% +$136K 0.3% 72
2025
Q3 		$298K Buy
6,125
+451
+8% +$23.1K 0.2% 83
2025
Q2 		$280K Buy
5,674
+1,101
+24% +$51K 0.21% 87
2025
Q1 		$203K Buy
+4,573
New +$223K 0.17% 82

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

Stoneridge Investment Partners's PFIS Position: Q1 2026 in Review

Stoneridge Investment Partners sold out of Peoples Financial Services (PFIS) in Q1 2026, closing a stake of 8,932 shares — an estimated $435K sold.

Stoneridge Investment Partners first reported a position in PFIS in Q1 2025 and held it in 4 quarters. The position peaked at $435K in Q4 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Stoneridge Investment Partners reported no remaining Peoples Financial Services position as of Q1 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 8,932 Peoples Financial Services shares in Q1 2026, an estimated $435K.
  • Stoneridge Investment Partners first reported a position in Peoples Financial Services in Q1 2025 and held it in 4 quarters.
  • Stoneridge Investment Partners's Peoples Financial Services position peaked at $435K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.