PHYSICIANS FINANCIAL SERVICES, INC.

All 13F Filings

Location
Raleigh, NC
Most recent 13F
Q1 2026
Holdings value ($000)
365,248
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/15/2026 104 365,248 13F-HR PHYSICIANS FINANCIAL SERVICES, INC.
Q4 2025 1/21/2026 107 372,737 13F-HR PHYSICIANS FINANCIAL SERVICES, INC.
Q3 2025 10/21/2025 108 366,324 13F-HR PHYSICIANS FINANCIAL SERVICES, INC.
Q2 2025 8/14/2025 107 335,731 13F-HR PHYSICIANS FINANCIAL SERVICES, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 364.1 K 99.7% 0 7.804 K -7.804 K
ETFs 1.17 K 0.3% 315 0 315
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Fund Snapshot

Q1 2026
Latest filed
4/15/2026
Total value ($000)
365,248
Holdings
104
QoQ value change ($000)
-7,489 (-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.