United Capital Financial Advisors
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United Capital Financial Advisors’s Peoples Financial Services PFIS Stock Holding History

United Capital Financial Advisors’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
2025
Q1 		– Sell
-5,463
Closed -$280K – 1102
2024
Q4 		$280K Hold
5,463
– – ﹤0.01% 904
2024
Q3 		$256K Buy
+5,463
New +$251K ﹤0.01% 931

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
State Street
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bridgeway Capital Management
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Hotchkis & Wiley Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's PFIS Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 5,463 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in PFIS in Q3 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

  • United Capital Financial Advisors reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,463 Peoples Financial Services shares in Q1 2025, an estimated $280K.
  • United Capital Financial Advisors first reported a position in Peoples Financial Services in Q3 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's Peoples Financial Services position peaked at $280K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.