Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's PFIS Position: Q1 2025 in Review

Creative Planning sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 20 shares — an estimated $1.02K sold.

Creative Planning first reported a position in PFIS in Q4 2014 and held it in 26 quarters. The position peaked at $579K in Q4 2016. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

  • Creative Planning reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 20 Peoples Financial Services shares in Q1 2025, an estimated $1.02K.
  • Creative Planning first reported a position in Peoples Financial Services in Q4 2014 and held it in 26 quarters.
  • Creative Planning's Peoples Financial Services position peaked at $579K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.