LVW Advisors’s Peoples Financial Services PFIS Stock Holding History

LVW 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	$296K	Sell	4,387 -896	-17%	-$62.5K	0.02%	373
2026 Q2	$351K	Sell	5,283 -110	-2%	-$6.52K	0.03%	310
2026 Q1	$288K	Hold	5,393	–	–	0.03%	341
2025 Q4	$263K	Hold	5,393	–	–	0.03%	294
2025 Q3	$262K	Buy	+5,393	New	+$276K	0.03%	297
2016 Q2	–	Sell	-5,781	Closed	-$215K	–	145
2016 Q1	$215K	Hold	5,781	–	–	0.07%	142
2015 Q4	$220K	Hold	5,781	–	–	0.09%	137
2015 Q3	$202K	Hold	5,781	–	–	0.09%	134
2015 Q2	$229K	Hold	5,781	–	–	0.1%	130
2015 Q1	$259K	Hold	5,781	–	–	0.12%	127
2014 Q4	$287K	Buy	+5,781	New	+$282K	0.16%	120

Other funds holding PFIS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

LVW Advisors's PFIS Position: Q3 2026 in Review

LVW Advisors reduced its Peoples Financial Services (PFIS) stake by 17% in Q3 2026, selling an estimated $62.5K and leaving 4,387 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #373.

LVW Advisors first reported a position in PFIS in Q4 2014 and has held it in 11 quarters since. The position peaked at $351K in Q2 2026. 31 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

LVW Advisors held 4,387 shares of Peoples Financial Services worth $296K as of Q3 2026.
LVW Advisors sold 896 Peoples Financial Services shares in Q3 2026, an estimated $62.5K.
Peoples Financial Services made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #373 holding.
LVW Advisors first reported a position in Peoples Financial Services in Q4 2014 and has held it in 11 quarters since.
LVW Advisors's Peoples Financial Services position peaked at $351K in Q2 2026.
31 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.