Wealth Enhancement Advisory Services
PFIS icon

Wealth Enhancement Advisory Services’s Peoples Financial Services PFIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$350K Buy
5,265
+685
+15% +$40.6K ﹤0.01% 3051
2026
Q1 		$250K Sell
4,580
-2,515
-35% -$133K ﹤0.01% 2946
2025
Q4 		$346K Sell
7,095
-673
-9% -$32.5K ﹤0.01% 2798
2025
Q3 		$366K Buy
7,768
+427
+6% +$21.8K ﹤0.01% 2616
2025
Q2 		$392K Sell
7,341
-605
-8% -$28K ﹤0.01% 2407
2025
Q1 		$353K Buy
7,946
+2,066
+35% +$101K ﹤0.01% 2318
2024
Q4 		$301K Buy
+5,880
New +$299K ﹤0.01% 2378

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
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

Wealth Enhancement Advisory Services's PFIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Peoples Financial Services (PFIS) stake by 15% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,265 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Wealth Enhancement Advisory Services first reported a position in PFIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q2 2025. 13 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,265 shares of Peoples Financial Services worth $350K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 685 Peoples Financial Services shares in Q2 2026, an estimated $40.6K.
  • Peoples Financial Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3051 holding.
  • Wealth Enhancement Advisory Services first reported a position in Peoples Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Peoples Financial Services position peaked at $392K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.