Peoples Financial Services Corp shares owned by Creative Planning
Quarter-by-quarter ownership of Peoples Financial Services Corp (PFIS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Peoples Financial Services Corp
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All positions including Peoples Financial Services Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peoples Financial Services Corp by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $233k | 3.5k | 66.37 |
| 2024-12-31 | $1.0k | 20 | 51.20 |
| 2023-09-30 | $253k | 6.3k | 40.10 |
| 2023-06-30 | $276k | 6.3k | 43.79 |
| 2023-03-31 | $273k | 6.3k | 43.35 |
| 2022-12-31 | $327k | 6.3k | 51.84 |
| 2022-09-30 | $295k | 6.3k | 46.77 |
| 2022-06-30 | $352k | 6.3k | 55.81 |
| 2022-03-31 | $318k | 6.3k | 50.42 |
| 2021-12-31 | $332k | 6.3k | 52.64 |
| 2019-03-31 | $266k | 5.9k | 45.32 |
| 2018-12-31 | $325k | 7.4k | 44.09 |
| 2018-09-30 | $370k | 8.7k | 42.39 |
| 2018-06-30 | $442k | 9.4k | 47.06 |
| 2018-03-31 | $448k | 9.8k | 45.64 |
| 2017-12-31 | $488k | 11k | 46.56 |
| 2017-09-30 | $515k | 11k | 47.77 |
| 2017-06-30 | $476k | 11k | 43.75 |
| 2017-03-31 | $463k | 11k | 41.79 |
| 2016-12-31 | $579k | 12k | 48.74 |
| 2016-09-30 | $525k | 13k | 40.76 |
| 2016-06-30 | $504k | 13k | 39.13 |
| 2016-03-31 | $490k | 13k | 37.18 |
| 2015-12-31 | $524k | 14k | 38.11 |
| 2015-09-30 | $502k | 14k | 34.93 |
| 2015-03-31 | $45k | 1.0k | 44.55 |
| 2014-12-31 | $129k | 2.6k | 49.62 |
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