AWAP
PFIS icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alliance Wealth Advisors (Pennsylvania)'s PFIS Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Peoples Financial Services (PFIS) stake by 0.51% in Q2 2026, buying an estimated $13.5K and bringing the position to 44,933 shares worth $2.98M. The position accounts for 0.97% of the portfolio, ranked #17.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PFIS in Q4 2020 and has held it in 23 quarters since. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 44,933 shares of Peoples Financial Services worth $2.98M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 227 Peoples Financial Services shares in Q2 2026, an estimated $13.5K.
  • Peoples Financial Services made up 0.97% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #17 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Peoples Financial Services in Q4 2020 and has held it in 23 quarters since.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.