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 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

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

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 Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LVW Advisors's PFIS Position: Q2 2026 in Review

LVW Advisors reduced its Peoples Financial Services (PFIS) stake by 2% in Q2 2026, selling an estimated $6.52K and leaving 5,283 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #310.

LVW Advisors first reported a position in PFIS in Q4 2014 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

LVW Advisors held 5,283 shares of Peoples Financial Services worth $351K as of Q2 2026.
LVW Advisors sold 110 Peoples Financial Services shares in Q2 2026, an estimated $6.52K.
Peoples Financial Services made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #310 holding.
LVW Advisors first reported a position in Peoples Financial Services in Q4 2014 and has held it in 10 quarters since.
13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.