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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

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Quarterly 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