Carla Olenchak

@Peoples Financial Services Corp.

Latest period2024 - Q4

Reported4d ago

Managed Assets$215.864M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
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MROMarathon Oil Co Recent Activity Exited	0%	$82,814 3,111 shares@ $26.62 avg price	Exited
SWNSouthwestern Energy Recent Activity Exited	0%	$7,110 1,000 shares@ $7.11 avg price	Exited
TSMTaiwan Semiconductor Adr Recent Activity Exited	0%	$6,773 39 shares@ $173.67 avg price	Exited
REZIResideo Technologies Inc Com Recent Activity Exited	0%	$322 16 shares@ $20.13 avg price	Exited