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Van Hulzen Asset Management’s Peoples Financial Services PFIS Stock Holding History

Van Hulzen Asset Management’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 		$215K Buy
+3,238
New +$192K 0.02% 367
2025
Q1 		– Sell
-3,238
Closed -$166K – 873
2024
Q4 		$166K Buy
+3,238
New +$165K 0.01% 340
2020
Q1 		– Sell
-4,238
Closed -$213K – 287
2019
Q4 		$213K Buy
+4,238
New +$207K 0.04% 259

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Van Hulzen Asset Management's PFIS Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,238 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in PFIS as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in PFIS in Q4 2019 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Van Hulzen Asset Management held 3,238 shares of Peoples Financial Services worth $215K as of Q2 2026.
  • Peoples Financial Services was a new Van Hulzen Asset Management position in Q2 2026.
  • Peoples Financial Services made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #367 holding.
  • Van Hulzen Asset Management first reported a position in Peoples Financial Services in Q4 2019 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.