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
ADIAnalog Devices Inc
Recent Activity
Decreased -1.22%
0.9%
$1.934M
9,105 shares@ $212.46 avg price
NEENextera Energy Inc
Recent Activity
0.9%
$1.923M
26,822 shares@ $71.69 avg price
QCOMQualcomm Inc Com
Recent Activity
Decreased -0.78%
0.86%
$1.856M
12,083 shares@ $153.62 avg price
VZVerizon Communications Com
Recent Activity
Decreased -1.22%
0.79%
$1.698M
42,478 shares@ $39.98 avg price
SOSouthern Co Com
Recent Activity
Decreased -0.18%
0.75%
$1.609M
19,551 shares@ $82.31 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -9.47%
0.73%
$1.561M
10,267 shares@ $152.06 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.73%
$1.56M
1,522 shares@ $1025.1 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Decreased -0.62%
0.72%
$1.54M
7,987 shares@ $192.85 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 3.64%
0.72%
$1.535M
3,451 shares@ $444.67 avg price
XLUSpdr Utilities
Recent Activity
Decreased -0.02%
0.71%
$1.528M
20,187 shares@ $75.69 avg price