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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
AMATApplied Matls Inc Com
Recent Activity
Decreased -0.1%
0.38%
$809,557
4,978 shares@ $162.63 avg price
ADPAutomatic Data Processing Incom
Recent Activity
Decreased -6.83%
0.38%
$809,370
2,765 shares@ $292.72 avg price
VVisa Class A
Recent Activity
0.37%
$791,329
2,504 shares@ $316.03 avg price
RTXRaytheon Technologies Corp Com
Recent Activity
Decreased -0.14%
0.37%
$783,886
6,774 shares@ $115.72 avg price
XLBSpdr Materials
Recent Activity
Decreased -0.15%
0.34%
$727,973
8,652 shares@ $84.14 avg price
NVONovo-nordisk A S Adr
Recent Activity
Increased 9.42%
0.34%
$726,760
8,449 shares@ $86.02 avg price
PPLPpl Corp, Com
Recent Activity
Decreased -0.17%
0.34%
$724,084
22,314 shares@ $32.45 avg price
EFAIshares Tr Msci Eafe Index
Recent Activity
Decreased -0.03%
0.34%
$718,739
9,506 shares@ $75.61 avg price
NBTBNbt Bancorp Inc Com
Recent Activity
Decreased -21.05%
0.34%
$716,250
15,000 shares@ $47.75 avg price
NSCNorfolk Southern Corp
Recent Activity
0.33%
$711,839
3,033 shares@ $234.7 avg price