test

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
ABBVAbbvie Inc
Recent Activity
Decreased -0.73%
1.83%
$3.929M
22,110 shares@ $177.7 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.58%
1.82%
$3.919M
36,434 shares@ $107.57 avg price
MAMastercard Incorporated
Recent Activity
Decreased -2.55%
1.7%
$3.659M
6,949 shares@ $526.57 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -3.91%
1.55%
$3.346M
11,274 shares@ $296.78 avg price
BRK.BBerkshire Hathaway B New
Recent Activity
1.44%
$3.091M
6,820 shares@ $453.27 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -1.32%
1.35%
$2.906M
20,094 shares@ $144.62 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.06%
1.31%
$2.826M
14,929 shares@ $189.3 avg price
FASTFastenal Co Com
Recent Activity
Decreased -4.54%
1.23%
$2.648M
36,829 shares@ $71.9 avg price
VBVanguard Small Cap Etf
Recent Activity
Decreased -0.17%
1.16%
$2.489M
10,358 shares@ $240.28 avg price
CVXChevrontexaco Corp Com
Recent Activity
Decreased -0.03%
1.13%
$2.427M
16,754 shares@ $144.84 avg price