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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
COSTCostco Whsl Corp New
Recent Activity
0.47%
$995,060
1,086 shares@ $916.27 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -4.98%
0.46%
$990,387
16,584 shares@ $59.72 avg price
VOOVanguard 500 Index Fund
Recent Activity
Decreased -3.64%
0.45%
$953,133
1,769 shares@ $538.8 avg price
IBMInternational Business Machscom
Recent Activity
Decreased -1.58%
0.43%
$927,456
4,219 shares@ $219.83 avg price
XLKSpdr Technology
Recent Activity
Decreased -1.09%
0.41%
$881,944
3,793 shares@ $232.52 avg price
XLESpdr Energy
Recent Activity
Decreased -0.01%
0.41%
$879,359
10,267 shares@ $85.65 avg price
WFCWells Fargo & Co New Com
Recent Activity
Decreased -0.19%
0.41%
$867,454
12,350 shares@ $70.24 avg price
NKENike Inc Cl B
Recent Activity
Decreased -1.34%
0.41%
$863,906
11,417 shares@ $75.67 avg price
FNBF N B Corp Pa
Recent Activity
0.4%
$856,308
57,937 shares@ $14.78 avg price
GISGeneral Mls Inc Com
Recent Activity
Decreased -0.64%
0.39%
$830,336
13,021 shares@ $63.77 avg price