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

Sequoia Financial 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 		$393K Buy
+5,921
New +$351K ﹤0.01% 1495

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's PFIS Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 5,921 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Sequoia Financial Advisors held 5,921 shares of Peoples Financial Services worth $393K as of Q2 2026.
  • Peoples Financial Services was a new Sequoia Financial Advisors position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1495 holding.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.