Parallel Advisors
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Parallel Advisors’s Peoples Financial Services PFIS Stock Holding History

Parallel 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 		$3.17K Hold
47
– – ﹤0.01% 3521
2026
Q2 		$3.12K Hold
47
– – ﹤0.01% 3392
2026
Q1 		$2.51K Buy
+47
New +$2.48K ﹤0.01% 3299

Other funds holding PFIS

Peoples Financial Services Corp
Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Parallel Advisors's PFIS Position: Q3 2026 in Review

Parallel Advisors held its Peoples Financial Services (PFIS) position steady in Q3 2026 at 47 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Parallel Advisors first reported a position in PFIS in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

  • Parallel Advisors held 47 shares of Peoples Financial Services worth $3.17K as of Q3 2026.
  • Parallel Advisors left its Peoples Financial Services share count unchanged in Q3 2026.
  • Peoples Financial Services made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3521 holding.
  • Parallel Advisors first reported a position in Peoples Financial Services in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.