Cresset Asset Management
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Cresset Asset Management’s Peoples Financial Services PFIS Stock Holding History

Cresset Asset Management’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 		$245K Buy
+3,698
New +$219K ﹤0.01% 1490
2025
Q1 		– Sell
-4,100
Closed -$210K – 1826
2024
Q4 		$210K Sell
4,100
-243
-6% -$12.4K ﹤0.01% 1543
2024
Q3 		$204K Buy
+4,343
New +$200K ﹤0.01% 1979

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 $3.38T AUM 44.17% 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
Bridgeway Capital Management
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

Cresset Asset Management's PFIS Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Peoples Financial Services (PFIS) in Q2 2026: 3,698 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in PFIS as recently as Q4 2024.

Cresset Asset Management first reported a position in PFIS in Q3 2024 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Cresset Asset Management held 3,698 shares of Peoples Financial Services worth $245K as of Q2 2026.
  • Peoples Financial Services was a new Cresset Asset Management position in Q2 2026.
  • Peoples Financial Services made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1490 holding.
  • Cresset Asset Management first reported a position in Peoples Financial Services in Q3 2024 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.