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Capital Advisors Ltd’s Peoples Financial Services PFIS Stock Holding History

Capital Advisors Ltd’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 		$27K Hold
414
– – ﹤0.01% 635
2026
Q1 		$22K Buy
+414
New +$21.8K ﹤0.01% 649

Other funds holding PFIS

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Capital Advisors Ltd's PFIS Position: Q2 2026 in Review

Capital Advisors Ltd held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 414 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Capital Advisors Ltd first reported a position in PFIS in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Capital Advisors Ltd held 414 shares of Peoples Financial Services worth $27K as of Q2 2026.
  • Capital Advisors Ltd left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #635 holding.
  • Capital Advisors Ltd first reported a position in Peoples Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.