Waldron Private Wealth’s Peoples Financial Services PFIS Stock Holding History

Waldron Private Wealth’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	$216K	Buy	+3,255	New	+$193K	0.01%	331

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 $3.38T AUM 44.17% 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

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waldron Private Wealth's PFIS Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,255 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

Waldron Private Wealth held 3,255 shares of Peoples Financial Services worth $216K as of Q2 2026.
Peoples Financial Services was a new Waldron Private Wealth position in Q2 2026.
Peoples Financial Services made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #331 holding.
122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.