True Wealth Design’s Peoples Financial Services PFIS Stock Holding History

True Wealth Design’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	$399	Sell	6 -3	-33%	-$178	﹤0.01%	2275
2026 Q1	$480	Hold	9	–	–	﹤0.01%	2068
2025 Q4	$439	Sell	9 -4	-31%	-$193	﹤0.01%	1994
2025 Q3	$632	Buy	13 +6	+86%	+$307	﹤0.01%	1933
2025 Q2	$346	Hold	7	–	–	﹤0.01%	1878
2025 Q1	$312	Buy	+7	New	+$342	﹤0.01%	1751

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

True Wealth Design's PFIS Position: Q2 2026 in Review

True Wealth Design reduced its Peoples Financial Services (PFIS) stake by 33% in Q2 2026, selling an estimated $178 and leaving 6 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

True Wealth Design first reported a position in PFIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $632 in Q3 2025. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

True Wealth Design held 6 shares of Peoples Financial Services worth $399 as of Q2 2026.
True Wealth Design sold 3 Peoples Financial Services shares in Q2 2026, an estimated $178.
Peoples Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2275 holding.
True Wealth Design first reported a position in Peoples Financial Services in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Peoples Financial Services position peaked at $632 in Q3 2025.
13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.