WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PFIS — Peoples Financial Services Corp.
CIK 1632972
PLYMOUTH, MN
Position in PFIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$349,438
+$105,187 QoQ
Shares Held
5,265
+15.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 122 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFIS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. PFIS ranks #115 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp De
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in PFIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,438 | 5,265 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $244,251 | 4,580 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $345,597 | 7,095 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $377,602 | 7,768 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $362,425 | 7,341 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $353,358 | 7,946 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $300,938 | 5,880 | Shares | Sole | 2025-03-17 | |
| No filing history on record for this holder in this stock. | ||||||