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Credit Suisse’s Peoples Financial Services PFIS Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-39
Closed -$2K – 4089
2022
Q3 		$2K Buy
39
+32
+457% +$1.65K ﹤0.01% 3752
2022
Q2 		$0 Buy
+7
New +$356 ﹤0.01% 4210
2017
Q4 		– Sell
-5,239
Closed -$250K – 4156
2017
Q3 		$250K Buy
+5,239
New +$224K ﹤0.01% 3829
2014
Q3 		– Sell
-4,584
Closed -$235K – 4598
2014
Q2 		$235K Buy
+4,584
New +$220K ﹤0.01% 4259

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credit Suisse's PFIS Position: Q4 2022 in Review

Credit Suisse sold out of Peoples Financial Services (PFIS) in Q4 2022, closing a stake of 39 shares — an estimated $2K sold.

Credit Suisse first reported a position in PFIS in Q2 2014 and held it in 4 quarters. The position peaked at $250K in Q3 2017. 63 funds tracked by Wall St. Rank hold PFIS as of Q4 2022.

  • Credit Suisse reported no remaining Peoples Financial Services position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 39 Peoples Financial Services shares in Q4 2022, an estimated $2K.
  • Credit Suisse first reported a position in Peoples Financial Services in Q2 2014 and held it in 4 quarters.
  • Credit Suisse's Peoples Financial Services position peaked at $250K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.