Essential Partners’s Peoples Financial Services PFIS Stock Holding History

Essential Partners’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	$1.82K	Hold	27	–	–	﹤0.01%	1954
2026 Q2	$1.79K	Hold	27	–	–	﹤0.01%	2014
2026 Q1	$1.44K	Hold	27	–	–	﹤0.01%	2118
2025 Q4	$1.31K	Sell	27 -69	-72%	-$3.33K	﹤0.01%	1939
2025 Q3	$4.67K	Buy	96 +93	+3,100%	+$4.75K	﹤0.01%	1451
2025 Q2	$148	Buy	+3	New	+$139	﹤0.01%	2011

Other funds holding PFIS

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PFIS Position: Q3 2026 in Review

Essential Partners held its Peoples Financial Services (PFIS) position steady in Q3 2026 at 27 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Essential Partners first reported a position in PFIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.67K in Q3 2025. 6 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

Essential Partners held 27 shares of Peoples Financial Services worth $1.82K as of Q3 2026.
Essential Partners left its Peoples Financial Services share count unchanged in Q3 2026.
Peoples Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1954 holding.
Essential Partners first reported a position in Peoples Financial Services in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Peoples Financial Services position peaked at $4.67K in Q3 2025.
6 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.