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GAMMA Investing’s Peoples Financial Services PFIS Stock Holding History

GAMMA Investing’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 		$11.2K Buy
168
+21
+14% +$1.25K ﹤0.01% 3148
2026
Q1 		$7.84K Buy
147
+20
+16% +$1.05K ﹤0.01% 3192
2025
Q4 		$6.19K Sell
127
-96
-43% -$4.64K ﹤0.01% 3191
2025
Q3 		$10.8K Buy
223
+29
+15% +$1.48K ﹤0.01% 2842
2025
Q2 		$9.58K Sell
194
-81
-29% -$3.75K ﹤0.01% 2824
2025
Q1 		$12.2K Buy
275
+257
+1,428% +$12.6K ﹤0.01% 2650
2024
Q4 		$921 Buy
+18
New +$915 ﹤0.01% 3441

Other funds holding PFIS

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
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

GAMMA Investing's PFIS Position: Q2 2026 in Review

GAMMA Investing increased its Peoples Financial Services (PFIS) stake by 14% in Q2 2026, buying an estimated $1.25K and bringing the position to 168 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

GAMMA Investing first reported a position in PFIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q1 2025. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • GAMMA Investing held 168 shares of Peoples Financial Services worth $11.2K as of Q2 2026.
  • GAMMA Investing bought 21 Peoples Financial Services shares in Q2 2026, an estimated $1.25K.
  • Peoples Financial Services made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3148 holding.
  • GAMMA Investing first reported a position in Peoples Financial Services in Q4 2024 and has held it in 7 quarters since.
  • GAMMA Investing's Peoples Financial Services position peaked at $12.2K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.