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Alliance Wealth Advisors, LLC → PFIS
Alliance Wealth Advisors, LLC PFIS Position History
Peoples Financial Services Corp. • Banking
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.4M |
| Q2 2026 | $3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 44.9K | — | — |
| Q2 2026 | $3M | 44.9K | — | — |
| Q1 2026 | $2.4M | 44.7K | — | — |
| Q4 2025 | $2.2M | 44.8K | — | — |
| Q3 2025 | $1.8M | 37.6K | — | — |