Farther Finance Advisors’s Peoples Financial Services PFIS Stock Holding History

Farther Finance Advisors’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	$87.1K	Buy	1,293 +17	+1%	+$1.19K	﹤0.01%	2975
2026 Q2	$84.7K	Buy	1,276 +4	+0.3%	+$237	﹤0.01%	2841
2026 Q1	$69K	Buy	1,272 +1,266	+21,100%	+$66.8K	﹤0.01%	2769
2025 Q4	$292	Buy	+6	New	+$290	﹤0.01%	5145

Other funds holding PFIS

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

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

Farther Finance Advisors's PFIS Position: Q3 2026 in Review

Farther Finance Advisors increased its Peoples Financial Services (PFIS) stake by 1.3% in Q3 2026, buying an estimated $1.19K and bringing the position to 1,293 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Farther Finance Advisors first reported a position in PFIS in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

Farther Finance Advisors held 1,293 shares of Peoples Financial Services worth $87.1K as of Q3 2026.
Farther Finance Advisors bought 17 Peoples Financial Services shares in Q3 2026, an estimated $1.19K.
Peoples Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2975 holding.
Farther Finance Advisors first reported a position in Peoples Financial Services in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.