Global Retirement Partners, LLC

Pension

Position in PFIS — Peoples Financial Services Corp.

CIK 1749744 San Rafael, CA

Position in PFIS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,906

-$92,410 QoQ

Shares Held

-95.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#103

of 122 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. PFIS ranks #110 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	21,048	$5,182,438
2	USB	US Bancorp De	77,669	$4,691,207
3	TFC	Truist Financial Corp	85,849	$4,276,997
4	STBA	S&T Bancorp Inc	77,612	$3,809,196
5	CFG	Citizens Financial Group Inc/Ri	43,390	$3,040,337
6	LYG	Lloyds Banking Group plc	408,648	$2,382,417
7	NWG	NatWest Group plc	107,767	$1,899,932
8	RF	Regions Financial Corp	45,919	$1,386,753

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,906	89	-95.4%	Shares	Sole	2026-08-06
2024-12-31	$98,316	1,921	0.0%	Shares	Sole	2025-01-31
2024-09-30	$90,056	1,921	0.0%	Shares	Sole	2024-10-16
2024-06-30	$87,482	1,921	0.0%	Shares	Sole	2024-07-23
2024-03-31	$82,814	1,921	0.0%	Shares	Sole	2024-04-23
2023-12-31	$93,552	1,921	0.0%	Shares	Sole	2024-01-18
2023-09-30	$77,032	1,921	0.0%	Shares	Sole	2023-10-13
2023-06-30	$84,120	1,921	0.0%	Shares	Sole	2023-07-20
2023-03-31	$83,275	1,921	0.0%	Shares	Sole	2023-05-08
2022-12-31	$99,584	1,921	0.0%	Shares	Sole	2023-02-13
2022-06-30	$107,268	1,921	+0.7%	Shares	Sole	2022-07-15
2022-03-31	$96,265	1,907	+1.6%	Shares	Sole	2022-07-14
2021-09-30	$85,534	1,877	+0.8%	Shares	Sole	2021-10-22
2021-06-30	$79,321	1,862	+0.8%	Shares	Sole	2021-07-15
2021-03-31	$78,017	1,847	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.