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Eagle Wealth Strategies’s Peoples Financial Services PFIS Stock Holding History

Eagle Wealth Strategies’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 		$1.9M Hold
28,655
– – 0.73% 19
2026
Q1 		$1.53M Hold
28,655
– – 0.67% 18
2025
Q4 		$1.4M Hold
28,655
– – 0.65% 21
2025
Q3 		$1.39M Hold
28,655
– – 0.69% 18
2025
Q2 		$1.41M Hold
28,655
– – 0.79% 20
2025
Q1 		$1.27M Hold
28,655
– – 0.78% 18
2024
Q4 		$1.47M Hold
28,655
– – 1.06% 15
2024
Q3 		$1.34M Buy
28,655
+40
+0.1% +$1.84K 0.98% 15
2024
Q2 		$1.3M Hold
28,615
– – 1.05% 15
2024
Q1 		$1.18M Hold
28,615
– – 0.96% 16
2023
Q4 		$1.39M Buy
+28,615
New +$1.23M 0.84% 17

Other funds holding PFIS

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 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

Eagle Wealth Strategies's PFIS Position: Q2 2026 in Review

Eagle Wealth Strategies held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 28,655 shares worth $1.9M. The position accounts for 0.73% of the portfolio, ranked #19.

Eagle Wealth Strategies first reported a position in PFIS in Q4 2023 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Eagle Wealth Strategies held 28,655 shares of Peoples Financial Services worth $1.9M as of Q2 2026.
  • Eagle Wealth Strategies left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up 0.73% of Eagle Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Eagle Wealth Strategies first reported a position in Peoples Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.