Filing Research | PFIS - PEOPLES FINL SVCS CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	PEOPLES FINANCIAL SERVICES CORP.	Shares	90.4KSH	$6.0M
2	Alliance Wealth Advisors, LLC	Shares	44.9KSH	$3.0M
3	EAGLE WEALTH STRATEGIES LLC	Shares	28.7KSH	$1.9M
4	Sequoia Financial Advisors, LLC	Shares	5.9KSH	$393.0K
5	LVW Advisors, LLC	Shares	5.3KSH	$350.6K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.3KSH	$350.2K
7	Waldron Private Wealth LLC	Shares	3.3KSH	$216.0K
8	Police & Firemen's Retirement System of New Jersey	Shares	2.8KSH	$189.0K
9	Farther Finance Advisors, LLC	Shares	1.3KSH	$84.7K
10	Versant Capital Management, Inc	Shares	564SH	$37.4K
11	GAMMA Investing LLC	Shares	168SH	$11.2K
12	SIGNATUREFD, LLC	Shares	32SH	$2.1K
13	EverSource Wealth Advisors, LLC	Shares	20SH	$1.3K
14	IFP Advisors, Inc	Shares	10SH	$664
15	True Wealth Design, LLC	Shares	6SH	$399
16	SBI Securities Co., Ltd.	Shares	4SH	$265
17	SJS Investment Consulting Inc.	Shares	1SH	$67
18	Capital Advisors, Ltd. LLC	Shares	414SH	$27
19	State of Alaska, Department of Revenue	Shares	396SH	$26

Manager changes2026-06-30 vs 2026-03-31

19 / 19 loaded

#		Instrument
1	PEOPLES FINANCIAL SERVICES CORP. trimmed	Shares	-640	+$1.1M	$6.0M
2	Alliance Wealth Advisors, LLC added	Shares	+227	+$598.0K	$3.0M
3	Sequoia Financial Advisors, LLC new	Shares	+5.9K	+$393.0K	$393.0K
4	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	+$373.7K	$1.9M
5	Waldron Private Wealth LLC new	Shares	+3.3K	+$216.0K	$216.0K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+685	+$100.1K	$350.2K
7	LVW Advisors, LLC trimmed	Shares	-110	+$63.0K	$350.6K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$37.1K	$189.0K
9	Farther Finance Advisors, LLC added	Shares	+4	+$15.7K	$84.7K
10	Versant Capital Management, Inc unchanged	Shares	0	+$7.4K	$37.4K
11	GAMMA Investing LLC added	Shares	+21	+$3.3K	$11.2K
12	EverSource Wealth Advisors, LLC added	Shares	+5	+$527	$1.3K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$417	$2.1K
14	IFP Advisors, Inc added	Shares	+2	+$237	$664
15	SJS Investment Consulting Inc. new	Shares	+1	+$67	$67
16	SBI Securities Co., Ltd. unchanged	Shares	0	+$52	$265
17	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$5	$27
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$26
19	True Wealth Design, LLC trimmed	Shares	-3	-$81	$399

Filing Research | PFIS - PEOPLES FINL SVCS CORP Institutional Holdings