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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

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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.