HOEY INVESTMENTS, INC PFIS — PEOPLES FINL SVCS CORP

Ownership history in HOEY INVESTMENTS, INC  ·  6 quarters on record

AI Ownership Summary

HOEY INVESTMENTS, INC reported PEOPLES FINL SVCS CORP (PFIS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows PFIS at 0.02% 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.

What this PFIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOEY INVESTMENTS, INC's position in PEOPLES FINL 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
2026 Q1

PFIS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

PFIS stock page HOEY INVESTMENTS, INC fund profile HOEY INVESTMENTS, INC full holdings
How HOEY INVESTMENTS, INC held PFIS — position size vs. price
% of Fund (quarterly)    PFIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,471 — 0% 0.02% $132K 2026-04-29 $56.00
2025 Q4 UNCHANGED — — — 2,471 — 0% 0.02% $120K 2026-01-28 $48.85
2025 Q3 UNCHANGED — — — 2,471 — 0% 0.02% $120K 2025-11-13 $45.48
2025 Q2 UNCHANGED — — — 2,471 — 0% 0.02% $122K 2025-07-14 $49.76
2025 Q1 UNCHANGED — — — 2,471 — 0% 0.02% $110K 2025-04-16 $39.75
2024 Q4 INITIATED — — — 2,471 — — 0.02% $126K 2025-02-12 $48.03

🏢 Other funds also holding PFIS

As of 2026 Q1 — sorted by position size

PEOPLES FINANCIAL SERVICES CORP. 3Y 7Y 2.3% Alliance Wealth Advisors, LLC 3Y 1.04% EAGLE WEALTH STRATEGIES LLC 0.67% Cutler Capital Management, LLC 3Y 7Y 0.41% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.12% Riggs Asset Managment Co. Inc. 3Y 7Y 0.1% Stone House Investment Management, LLC 3Y 7Y 0.1% FIDELITY D & D BANCORP INC 0.09% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.08% Archer Investment Corp 3Y 0.06%

FAQ About HOEY INVESTMENTS, 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 HOEY INVESTMENTS, INC reported owning PFIS?

HOEY INVESTMENTS, INC reported PFIS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PFIS position in HOEY INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for PFIS was 0.02% in 2025 Q1.

What is the latest reported PFIS position on this page?

The most recent filing on this page is 2026 Q1, when HOEY INVESTMENTS, INC reported 2,471 shares, equal to 0.02% of portfolio, with an estimated market value of $132K.

What does the chart on this PFIS ownership page compare?

The chart compares HOEY INVESTMENTS, 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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