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PFIS · Peoples Financial Services Corp. · Held by Funds

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$70.73 +1.95 (+2.84%)
Russell 2000 member Rebalance outlook locked
Market Cap
$688.55M
Shares
10.01M
Volume · Oct 22 24.67K Avg daily vol (3M) 57.49K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of PFIS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.58% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.25% 325,229
Index ETFs 9.33% 934,464
Active ETFs 1.70% 170,328
Active funds 2.71% 270,852
Unclassified 1.73% 173,182
All registered funds 18.72% 1,874,055
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding PFIS

156 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 286,536 $19,017,394 0.00%
iShares Russell 2000 ETF 263,928 $17,516,901 0.02%
Avantis U.S. Small Cap Value ETF 133,968 $7,959,039 0.03%
Fidelity Small Cap Index Fund 104,519 $7,353,957 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 107,138 $7,110,749 0.01%
iShares Russell 2000 Value ETF 87,144 $5,783,747 0.04%
U.S. SMALL CAP VALUE PORTFOLIO 66,083 $4,649,600 0.02%
EA Bridgeway Omni Small-Cap Value ETF 60,068 $3,986,713 0.17%
Fidelity Extended Market Index Fund 49,162 $2,920,714 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 47,763 $2,837,600 0.02%
U.S. Targeted Value Portfolio 34,977 $2,460,982 0.01%
Dimensional U.S. Targeted Value ETF 32,168 $2,263,340 0.02%
U.S. SMALL CAP PORTFOLIO 32,077 $2,256,938 0.01%
Dimensional U.S. Small Cap ETF 31,466 $2,213,948 0.01%
iShares Micro-Cap ETF 31,644 $2,100,212 0.14%
First Trust Dow Jones Select MicroCap Index Fund 30,567 $2,028,732 0.76%
Dimensional US Small Cap Value ETF 27,065 $1,904,293 0.02%
U.S. MICRO CAP PORTFOLIO 24,133 $1,697,998 0.02%
Schwab Small-Cap Index Fund 22,911 $1,612,018 0.02%
Omni Small-Cap Value Fund 22,900 $1,519,873 0.11%
Dimensional U.S. Core Equity 2 ETF 19,385 $1,363,929 0.00%
Avantis U.S. Small Cap Equity ETF 20,068 $1,192,240 0.04%
Master Small Cap Index Series 17,687 $1,173,886 0.02%
Fidelity Total Market Index Fund 17,818 $1,058,567 0.00%
Nuveen Small Cap Blend Index Fund 12,776 $898,919 0.02%
WisdomTree U.S. SmallCap Dividend Fund 13,322 $884,181 0.04%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 13,157 $873,230 0.34%
Fidelity Series Total Market Index Fund 14,172 $841,959 0.00%
Fidelity Small Cap Value Index Fund 12,181 $808,453 0.04%
EQ/2000 Managed Volatility Portfolio 11,081 $735,446 0.02%
iShares Russell 2000 Growth ETF 10,199 $676,908 0.00%
Avantis U.S. Small Cap Value Fund 10,204 $606,220 0.03%
Nuveen Equity Index Fund 8,278 $582,440 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 7,247 $509,899 0.00%
Hotchkis and Wiley Small Cap Diversified Value Fund 7,600 $504,412 0.06%
WisdomTree U.S. High Dividend Fund 7,132 $473,351 0.03%
LVIP State Street Small-Cap Index Fund 6,277 $416,604 0.02%
Fidelity Nasdaq Composite Index Fund 6,763 $401,790 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 6,626 $393,651 0.03%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6,513 $386,937 0.04%
SmallCap Value Fund II 5,149 $362,284 0.03%
Fidelity ZERO Total Market Index Fund 5,065 $356,373 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 4,670 $328,581 0.00%
Global X Russell 2000 ETF 4,522 $318,168 0.02%
VANGUARD BALANCED INDEX FUND 4,776 $316,983 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 4,761 $315,988 0.00%
Small Cap Index Fund 4,677 $310,412 0.02%
EQ/Small Company Index Portfolio 4,640 $307,957 0.02%
Archer Dividend Growth Fund 5,000 $297,050 0.95%
Invesco RAFI US 1500 Small-Mid ETF 4,028 $283,410 0.01%
Showing 1–50 of 156 positions
Key facts CIK 1056943 CUSIP 711040105 13F (30d) 15 filings 15 filers Visit website Investor relations