UBS AM’s Peoples Financial Services PFIS Stock Holding History

UBS AM’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	$2.59K	Hold	39	–	–	﹤0.01%	3502
2026 Q1	$2.08K	Buy	+39	New	+$2.06K	﹤0.01%	3589

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

UBS AM's PFIS Position: Q2 2026 in Review

UBS AM held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 39 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

UBS AM first reported a position in PFIS in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

UBS AM held 39 shares of Peoples Financial Services worth $2.59K as of Q2 2026.
UBS AM left its Peoples Financial Services share count unchanged in Q2 2026.
Peoples Financial Services made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3502 holding.
UBS AM first reported a position in Peoples Financial Services in Q1 2026 and has held it in 2 quarters since.
123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.