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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
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

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
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
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

Farther Finance Advisors's PFIS Position: Q2 2026 in Review

Farther Finance Advisors increased its Peoples Financial Services (PFIS) stake by 0.31% in Q2 2026, buying an estimated $237 and bringing the position to 1,276 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Farther Finance Advisors first reported a position in PFIS in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Farther Finance Advisors held 1,276 shares of Peoples Financial Services worth $84.7K as of Q2 2026.
  • Farther Finance Advisors bought 4 Peoples Financial Services shares in Q2 2026, an estimated $237.
  • Peoples Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2841 holding.
  • Farther Finance Advisors first reported a position in Peoples Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.