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Alliance Wealth Advisors (Pennsylvania)’s Peoples Financial Services PFIS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.02M Sell
44,906
-27
-0.1% -$1.88K 0.96% 18
2026
Q2 		$2.98M Buy
44,933
+227
+0.5% +$13.5K 0.97% 17
2026
Q1 		$2.38M Sell
44,706
-91
-0.2% -$4.8K 1.04% 15
2025
Q4 		$2.18M Buy
44,797
+7,159
+19% +$346K 0.95% 18
2025
Q3 		$1.83M Hold
37,638
– – 0.82% 20
2025
Q2 		$1.86M Sell
37,638
-176
-0.5% -$8.15K 0.95% 17
2025
Q1 		$1.68M Sell
37,814
-1,043
-3% -$51K 0.95% 16
2024
Q4 		$1.99M Buy
38,857
+225
+0.6% +$11.4K 1.11% 19
2024
Q3 		$1.81M Buy
38,632
+31,102
+413% +$1.43M 1.03% 17
2024
Q2 		$343K Sell
7,530
-324
-4% -$12.7K 0.22% 90
2024
Q1 		$339K Hold
7,854
– – 0.21% 94
2023
Q4 		$382K Hold
7,854
– – 0.25% 81
2023
Q3 		$315K Hold
7,854
– – 0.23% 87
2023
Q2 		$344K Hold
7,854
– – 0.24% 84
2023
Q1 		$340K Hold
7,854
– – 0.26% 79
2022
Q4 		$407K Hold
7,854
– – 0.34% 62
2022
Q3 		$368K Buy
7,854
+160
+2% +$8.26K 0.34% 64
2022
Q2 		$430K Hold
7,694
– – 0.37% 58
2022
Q1 		$388K Hold
7,694
– – 0.32% 71
2021
Q4 		$405K Hold
7,694
– – 0.33% 71
2021
Q3 		$351K Sell
7,694
-250
-3% -$11.1K 0.31% 75
2021
Q2 		$338K Hold
7,944
– – 0.3% 75
2021
Q1 		$336K Hold
7,944
– – 0.33% 73
2020
Q4 		$292K Buy
+7,944
New +$301K 0.31% 79

Other funds holding PFIS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PFIS Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Peoples Financial Services (PFIS) stake by 0.06% in Q3 2026, selling an estimated $1.88K and leaving 44,906 shares worth $3.02M. The position accounts for 0.96% of the portfolio, ranked #18.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PFIS in Q4 2020 and has held it in 24 quarters since. 6 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 44,906 shares of Peoples Financial Services worth $3.02M as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 27 Peoples Financial Services shares in Q3 2026, an estimated $1.88K.
  • Peoples Financial Services made up 0.96% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #18 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Peoples Financial Services in Q4 2020 and has held it in 24 quarters since.
  • 6 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.