IFP Advisors’s Peoples Financial Services PFIS Stock Holding History

IFP 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	$674	Hold	10	–	–	﹤0.01%	4600
2026 Q2	$664	Buy	10 +2	+25%	+$119	﹤0.01%	4618
2026 Q1	$427	Hold	8	–	–	﹤0.01%	4453
2025 Q4	$390	Sell	8 -1	-11%	-$48	﹤0.01%	4344
2025 Q3	$437	Buy	+9	New	+$460	﹤0.01%	4212
2025 Q2	–	Hold	0	–	–	–	4441
2018 Q3	–	Sell	-305	Closed	-$14K	–	3968
2018 Q2	$14K	Hold	305	–	–	﹤0.01%	2699
2018 Q1	$14K	Hold	305	–	–	﹤0.01%	2601
2017 Q4	$14K	Hold	305	–	–	﹤0.01%	2638
2017 Q3	$15K	Hold	305	–	–	﹤0.01%	2792
2017 Q2	$13K	Hold	305	–	–	﹤0.01%	2859
2017 Q1	$13K	Hold	305	–	–	﹤0.01%	2778
2016 Q4	$15K	Hold	305	–	–	﹤0.01%	2664
2016 Q3	$12K	Hold	305	–	–	﹤0.01%	2721
2016 Q2	$12K	Buy	+305	New	+$11.6K	﹤0.01%	2664
2016 Q1	–	Sell	-305	Closed	-$12K	–	3117
2015 Q4	$12K	Buy	+305	New	+$12K	﹤0.01%	2492

Other funds holding PFIS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFP Advisors's PFIS Position: Q3 2026 in Review

IFP Advisors held its Peoples Financial Services (PFIS) position steady in Q3 2026 at 10 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #4600.

IFP Advisors first reported a position in PFIS in Q4 2015 and has held it in 15 quarters since. The position peaked at $15K in Q3 2017. 48 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

IFP Advisors held 10 shares of Peoples Financial Services worth $674 as of Q3 2026.
IFP Advisors left its Peoples Financial Services share count unchanged in Q3 2026.
Peoples Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4600 holding.
IFP Advisors first reported a position in Peoples Financial Services in Q4 2015 and has held it in 15 quarters since.
IFP Advisors's Peoples Financial Services position peaked at $15K in Q3 2017.
48 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.