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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
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 $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

Cresset Asset Management's PFIS Position: Q1 2025 in Review

Cresset Asset Management sold out of Peoples Financial Services (PFIS) in Q1 2025, closing a stake of 4,100 shares — an estimated $210K sold.

Cresset Asset Management first reported a position in PFIS in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 91 funds tracked by Wall St. Rank hold PFIS as of Q1 2025.

  • Cresset Asset Management reported no remaining Peoples Financial Services position as of Q1 2025 after selling out during the quarter.
  • Cresset Asset Management sold 4,100 Peoples Financial Services shares in Q1 2025, an estimated $210K.
  • Cresset Asset Management first reported a position in Peoples Financial Services in Q3 2024 and held it in 2 quarters.
  • Cresset Asset Management's Peoples Financial Services position peaked at $210K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.