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Versant Capital Management’s Peoples Financial Services PFIS Stock Holding History

Versant Capital Management’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 		$37.4K Hold
564
– – ﹤0.01% 1563
2026
Q1 		$30.1K Hold
564
– – ﹤0.01% 1574
2025
Q4 		$27.5K Buy
564
+284
+101% +$13.7K ﹤0.01% 1446
2025
Q3 		$13.6K Hold
280
– – ﹤0.01% 1789
2025
Q2 		$13.8K Buy
280
+83
+42% +$3.85K ﹤0.01% 1729
2025
Q1 		$8.76K Hold
197
– – ﹤0.01% 1785
2024
Q4 		$10.1K Buy
+197
New +$10K ﹤0.01% 1389

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
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
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

Versant Capital Management's PFIS Position: Q2 2026 in Review

Versant Capital Management held its Peoples Financial Services (PFIS) position steady in Q2 2026 at 564 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Versant Capital Management first reported a position in PFIS in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Versant Capital Management held 564 shares of Peoples Financial Services worth $37.4K as of Q2 2026.
  • Versant Capital Management left its Peoples Financial Services share count unchanged in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1563 holding.
  • Versant Capital Management first reported a position in Peoples Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.