Focus Partners Wealth
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Focus Partners Wealth’s Peoples Financial Services PFIS Stock Holding History

Focus Partners Wealth’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$397K Buy
8,042
+10
+0.1% +$494 ﹤0.01% 1545
2025
Q1 		$357K Buy
8,032
+2
+0% +$89 ﹤0.01% 1480
2024
Q4 		$411K Hold
8,030
– – ﹤0.01% 1395
2024
Q3 		$376K Buy
+8,030
New +$376K ﹤0.01% 1231