PFIS PEOPLES FINANCIAL SVCS CORP

Ownership history in FIDELITY D & D BANCORP INC  ·  9 quarters on record

AI Ownership Summary

FIDELITY D & D BANCORP INC reported PEOPLES FINANCIAL SVCS CORP (PFIS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.31% in 2023 Q4. The latest visible filing shows PFIS at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDELITY D & D BANCORP INC's position in PEOPLES FINANCIAL SVCS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFIS was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDELITY D & D BANCORP INC held PFIS — position size vs. price
% of Fund (quarterly)    PFIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,221 0% 0.09% $206K 2026-02-14 (Est.) $56.25
2025 Q3 REDUCED 4,221 -100 -2.3% 0.11% $205K 2025-11-13 $45.96
2025 Q2 REDUCED 4,321 -3,500 -44.8% 0.13% $213K 2025-08-15 $48.44
2024 Q4 UNCHANGED 7,821 0% 0.29% $400K 2025-02-21 $46.34
2024 Q3 REDUCED 7,821 -491 -5.9% 0.24% $367K 2024-12-06 $51.64
2024 Q2 UNCHANGED 8,312 0% 0.29% $379K 2024-08-05 $40.61
2024 Q1 UNCHANGED 8,312 0% 0.27% $358K 2024-04-16 $33.85
2023 Q4 UNCHANGED 8,312 0% 0.31% $405K 2024-01-12 $41.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIDELITY D & D BANCORP INC and PFIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDELITY D & D BANCORP INC reported owning PFIS?

FIDELITY D & D BANCORP INC reported PFIS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFIS position in FIDELITY D & D BANCORP INC's portfolio?

The largest reported portfolio weight for PFIS was 0.31% in 2023 Q4.

What is the latest reported PFIS position on this page?

The most recent filing on this page is 2025 Q4, when FIDELITY D & D BANCORP INC reported 4,221 shares, equal to 0.09% of portfolio, with an estimated market value of $206K.

What does the chart on this PFIS ownership page compare?

The chart compares FIDELITY D & D BANCORP INC's quarterly PFIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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