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Carla Olenchak

@Peoples Financial Services Corp.

Latest period2024 - Q4ReportedManaged Assets$215.864MTotal holdings259
Assets growth rate-2.18%Assets growth rate (2-Q avg)-1.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peoples Financial Services Corp.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Peoples Financial Services Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.864M in assets, with a quarterly growth rate of -2.18% and a 2-quarter average growth rate of -1.18%. The portfolio is managed by Carla Olenchak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Com
Recent Activity
New Position
0.73%
$1.56M
1,522 shares@ $1025.1 avg price
TTTrane Technologies Plc Shs
Recent Activity
New Position
0.04%
$73,868
200 shares@ $369.34 avg price
FDXFedex Corporation
Recent Activity
New Position
0.02%
$28,132
100 shares@ $281.32 avg price
YUMYum Brands Inc
Recent Activity
New Position
0.01%
$21,465
160 shares@ $134.16 avg price
IRIngersoll Rand Inc Com
Recent Activity
New Position
0.01%
$15,920
176 shares@ $90.46 avg price
ISRGIntuitive Surgical Inc.
Recent Activity
New Position
0.01%
$13,048
25 shares@ $521.92 avg price
EMNEastman Chemical Co
Recent Activity
New Position
0.01%
$11,322
124 shares@ $91.31 avg price
ALLEAllegion Plc
Recent Activity
New Position
0.01%
$8,624
66 shares@ $130.67 avg price
EXEExpand Energy Corporation Com
Recent Activity
New Position
0.01%
$8,561
86 shares@ $99.55 avg price
ZBHZimmer Hldgs Inc Com
Recent Activity
New Position
0.01%
$8,450
80 shares@ $105.63 avg price