HOEY INVESTMENTS, INC
Position in PFIS — Peoples Financial Services Corp.
CIK 1799544
COATESVILLE, PA
Position in PFIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$164,000
+$32,222 QoQ
Shares Held
2,471
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 122 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFIS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HOEY INVESTMENTS, INC holds $916,335 across 4 Banks - Regional names. PFIS ranks #2 (17.9% of the industry book) .
All Filings in PFIS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,000 | 2,471 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $131,778 | 2,471 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $120,362 | 2,471 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $120,115 | 2,471 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $121,993 | 2,471 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $109,885 | 2,471 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $126,465 | 2,471 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||