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 Q3	$405	Hold	6	–	–	﹤0.01%	2191
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 $317M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PFIS Position: Q3 2026 in Review

True Wealth Design held its Peoples Financial Services (PFIS) position steady in Q3 2026 at 6 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

True Wealth Design first reported a position in PFIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $632 in Q3 2025. 6 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

True Wealth Design held 6 shares of Peoples Financial Services worth $405 as of Q3 2026.
True Wealth Design left its Peoples Financial Services share count unchanged in Q3 2026.
Peoples Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2191 holding.
True Wealth Design first reported a position in Peoples Financial Services in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Peoples Financial Services position peaked at $632 in Q3 2025.
6 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.