Creative Planning
PFIS icon

Creative Planning’s Peoples Financial Services PFIS Stock Holding History

Creative Planning’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+3,508
New +$208K ﹤0.01% 3768
2025
Q1 		– Sell
-20
Closed -$1.02K – 3664
2024
Q4 		$1.02K Buy
+20
New +$1.02K ﹤0.01% 3517
2023
Q4 		– Sell
-6,307
Closed -$253K – 3007
2023
Q3 		$253K Hold
6,307
– – ﹤0.01% 2072
2023
Q2 		$276K Hold
6,307
– – ﹤0.01% 1967
2023
Q1 		$273K Hold
6,307
– – ﹤0.01% 1883
2022
Q4 		$327K Hold
6,307
– – ﹤0.01% 1667
2022
Q3 		$295K Hold
6,307
– – ﹤0.01% 1654
2022
Q2 		$352K Hold
6,307
– – ﹤0.01% 1509
2022
Q1 		$318K Hold
6,307
– – ﹤0.01% 1599
2021
Q4 		$332K Buy
+6,307
New +$304K ﹤0.01% 1554
2019
Q2 		– Sell
-5,870
Closed -$266K – 2095
2019
Q1 		$266K Sell
5,870
-1,501
-20% -$65.3K ﹤0.01% 1397
2018
Q4 		$325K Sell
7,371
-1,358
-16% -$57.7K ﹤0.01% 1192
2018
Q3 		$370K Sell
8,729
-664
-7% -$30.3K ﹤0.01% 1270
2018
Q2 		$442K Sell
9,393
-423
-4% -$20K ﹤0.01% 1133
2018
Q1 		$448K Sell
9,816
-664
-6% -$29.6K ﹤0.01% 1133
2017
Q4 		$488K Sell
10,480
-300
-3% -$14.1K ﹤0.01% 1084
2017
Q3 		$515K Sell
10,780
-100
-0.9% -$4.29K ﹤0.01% 1046
2017
Q2 		$476K Sell
10,880
-200
-2% -$8.48K ﹤0.01% 1038
2017
Q1 		$463K Sell
11,080
-800
-7% -$34.8K ﹤0.01% 1026
2016
Q4 		$579K Sell
11,880
-1,000
-8% -$43.4K ﹤0.01% 861
2016
Q3 		$525K Hold
12,880
– – ﹤0.01% 864
2016
Q2 		$504K Sell
12,880
-300
-2% -$11.4K ﹤0.01% 774
2016
Q1 		$490K Sell
13,180
-568
-4% -$20.6K ﹤0.01% 756
2015
Q4 		$524K Sell
13,748
-622
-4% -$24.4K ﹤0.01% 734
2015
Q3 		$502K Buy
+14,370
New +$540K ﹤0.01% 743
2015
Q2 		– Sell
-1,010
Closed -$45K – 2458
2015
Q1 		$45K Sell
1,010
-1,590
-61% -$69.5K ﹤0.01% 2094
2014
Q4 		$129K Buy
+2,600
New +$127K ﹤0.01% 1411

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's PFIS Position: Q2 2026 in Review

Creative Planning opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,508 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #3768 among its holdings. This is a return to the name: Creative Planning previously reported a position in PFIS as recently as Q4 2024.

Creative Planning first reported a position in PFIS in Q4 2014 and has held it in 27 quarters since. The position peaked at $579K in Q4 2016. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Creative Planning held 3,508 shares of Peoples Financial Services worth $233K as of Q2 2026.
  • Peoples Financial Services was a new Creative Planning position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3768 holding.
  • Creative Planning first reported a position in Peoples Financial Services in Q4 2014 and has held it in 27 quarters since.
  • Creative Planning's Peoples Financial Services position peaked at $579K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.