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Creative Planning PFIS Position History
Peoples Financial Services Corp. • Banking
Quarters held
2
Latest value
$466K
Q3 2026
Peak value
$466K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $233K |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 6.9K | — | — |
| Q2 2026 | $233K | 3.5K | — | — |