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Sunbelt Securities’s Peoples Financial Services PFIS Stock Holding History

Sunbelt Securities’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 		$107 Hold
2
– – ﹤0.01% 2639
2025
Q4 		$97 Buy
+2
New +$97 ﹤0.01% 2552

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 $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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Sunbelt Securities's PFIS Position: Q1 2026 in Review

Sunbelt Securities held its Peoples Financial Services (PFIS) position steady in Q1 2026 at 2 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Sunbelt Securities first reported a position in PFIS in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • Sunbelt Securities held 2 shares of Peoples Financial Services worth $107 as of Q1 2026.
  • Sunbelt Securities left its Peoples Financial Services share count unchanged in Q1 2026.
  • Peoples Financial Services made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2639 holding.
  • Sunbelt Securities first reported a position in Peoples Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.