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Community Financial Services Group’s Sprott Physical Gold PHYS Stock Holding History

Community Financial Services Group’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
5,420
+400
+8% +$13.6K 0.02% 145
2026
Q1 		$181K Buy
+5,020
New +$186K 0.03% 118

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Community Financial Services Group's PHYS Position: Q2 2026 in Review

Community Financial Services Group increased its Sprott Physical Gold (PHYS) stake by 8% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,420 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #145.

Community Financial Services Group first reported a position in PHYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $181K in Q1 2026. 118 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Community Financial Services Group held 5,420 shares of Sprott Physical Gold worth $165K as of Q2 2026.
  • Community Financial Services Group bought 400 Sprott Physical Gold shares in Q2 2026, an estimated $13.6K.
  • Sprott Physical Gold made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #145 holding.
  • Community Financial Services Group first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Sprott Physical Gold position peaked at $181K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.