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 Q2	$664	Buy	10 +2	+25%	+$119	﹤0.01%	4619
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

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

IFP Advisors's PFIS Position: Q2 2026 in Review

IFP Advisors increased its Peoples Financial Services (PFIS) stake by 25% in Q2 2026, buying an estimated $119 and bringing the position to 10 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #4619.

IFP Advisors first reported a position in PFIS in Q4 2015 and has held it in 14 quarters since. The position peaked at $15K in Q3 2017. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

IFP Advisors held 10 shares of Peoples Financial Services worth $664 as of Q2 2026.
IFP Advisors bought 2 Peoples Financial Services shares in Q2 2026, an estimated $119.
Peoples Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4619 holding.
IFP Advisors first reported a position in Peoples Financial Services in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Peoples Financial Services position peaked at $15K in Q3 2017.
13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.