Waldron Private Wealth’s Peoples Financial Services PFIS Stock Holding History

Waldron Private Wealth’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	$216K	Buy	+3,255	New	+$193K	0.01%	331

Other funds holding PFIS

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Waldron Private Wealth's PFIS Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,255 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

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

Waldron Private Wealth held 3,255 shares of Peoples Financial Services worth $216K as of Q2 2026.
Peoples Financial Services was a new Waldron Private Wealth position in Q2 2026.
Peoples Financial Services made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #331 holding.
15 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.