Peoples Financial Services Corp.
PFIS- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001056943
No open-market purchases or sales by Peoples Financial Services Corp. insiders were filed in the last 90 days; 122 institutions reported holding it in 13F filings for Q2 2026, worth $235.8M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Peoples Financial Services Corp. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- 0 vs. Q2 2023
- Shares held
- 2.13M
- −62.6K (−2.9%) vs. Q2 2023
- Total value
- $85.4M
- −$10.6M (−11.0%) vs. Q2 2023
- New holders
- 3
- 18 more added
- Sold out
- 3
- 21 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $235.8M |
| Q1 2026 | 114 | $167.5M |
| Q4 2025 | 102 | $147.2M |
| Q3 2025 | 102 | $151.6M |
| Q2 2025 | 95 | $155.2M |
| Q1 2025 | 91 | $138.3M |
| Q4 2024 | 95 | $156.5M |
| Q3 2024 | 84 | $137.1M |
| Q2 2024 | 69 | $108.3M |
| Q1 2024 | 68 | $96.8M |
| Q4 2023 | 69 | $109.2M |
| Q3 2023 | 59 | $85.4M |
| Q2 2023 | 60 | $96.9M |
| Q1 2023 | 61 | $95.8M |
| Q4 2022 | 63 | $114.1M |
| Q3 2022 | 65 | $101.8M |
| Q2 2022 | 67 | $125.1M |
| Q1 2022 | 65 | $108.2M |
| Q4 2021 | 61 | $111.0M |
| Q3 2021 | 62 | $92.1M |
| Q2 2021 | 55 | $83.4M |
| Q1 2021 | 60 | $86.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −13−81.3% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 3 | $120 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 56 | $2.25K | 0.00% | −2,026−97.3% | Reduced |
| Aspire Private Capital, LLC | 235 | $9.42K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 494 | $19.8K | 0.00% | +155+45.7% | Added |
| Legal & General Group Plc | 602 | $24.1K | 0.00% | −88−12.8% | Reduced |
| FMR LLC | 615 | $24.7K | 0.00% | +2+0.3% | Added |
| Ameritas Investment Partners, Inc. | 676 | $27.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 689 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 772 | $31.0K | 0.00% | +461+148.2% | Added |
| Barclays PLC | 1,146 | $46.0K | 0.00% | −460−28.6% | Reduced |
| Community Bank, N.A. | 1,218 | $48.8K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,540 | $61.8K | 0.00% | −782−33.7% | Reduced |
| Global Retirement Partners, LLC | 1,921 | $76.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,000 | $80.2K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,713 | $108.8K | 0.00% | −1,498−35.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,853 | $114.4K | 0.00% | +1,046+57.9% | Added |
| SG Americas Securities, LLC | 3,471 | $139.0K | 0.00% | +3,471 | New |
| American International Group, Inc. | 3,483 | $139.7K | 0.00% | +124+3.7% | Added |
| UBS Group AG | 3,962 | $158.9K | 0.00% | −151−3.7% | Reduced |
| MetLife Investment Management | 3,977 | $159.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,155 | $166.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,274 | $171.4K | 0.06% | −1,354−24.1% | Reduced |
| JPMorgan Chase & Co | 4,996 | $200.3K | 0.00% | −1,164−18.9% | Reduced |
| Alliancebernstein L.P. | 5,200 | $208.5K | 0.00% | +440+9.2% | Added |
| Acadian Asset Management LLC | 5,940 | $238.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,212 | $249.0K | 0.00% | +444+7.7% | Added |
| Sabal Trust CO | 6,249 | $250.6K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 6,307 | $252.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,547 | $263.0K | 0.00% | +6+0.1% | Added |
| Stifel Financial Corp | 7,681 | $308.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,854 | $314.9K | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,031 | $322.0K | 0.00% | +956+13.5% | Added |
| Fidelity D & D Bancorp Inc | 8,312 | $333.3K | 0.34% | +8,312 | New |
| LSV Asset Management | 8,524 | $342.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,500 | $380.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,641 | $426.7K | 0.00% | +104+1.0% | Added |
| Bank of America Corp | 10,650 | $427.1K | 0.00% | +896+9.2% | Added |
| Stone House Investment Management, LLC | 11,782 | $472.4K | 0.16% | −435−3.6% | Reduced |
| Los Angeles Capital Management LLC | 12,260 | $491.6K | 0.00% | −1,220−9.1% | Reduced |
| Morgan Stanley | 14,727 | $590.6K | 0.00% | −536−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 18,649 | $747.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,880 | $877.4K | 0.00% | −5,011−18.6% | Reduced |
| Empowered Funds, LLC | 22,575 | $905.3K | 0.03% | +1,738+8.3% | Added |
| Nuveen Asset Management, LLC | 23,739 | $951.9K | 0.00% | −238−1.0% | Reduced |
| Renaissance Technologies LLC | 25,981 | $1.04M | 0.00% | +700+2.8% | Added |
| Maltese Capital Management LLC | 33,028 | $1.32M | 0.50% | −1,972−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 35,354 | $1.42M | 0.00% | −717−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 45,475 | $1.82M | 0.04% | +1,738+4.0% | Added |
| Bank of New York Mellon Corp | 46,766 | $1.88M | 0.00% | +1,108+2.4% | Added |
| Pacific Ridge Capital Partners, LLC | 48,799 | $1.96M | 0.45% | −14,707−23.2% | Reduced |
| Northern Trust Corp | 59,712 | $2.39M | 0.00% | −1,045−1.7% | Reduced |
| State Street Corp | 133,163 | $5.34M | 0.00% | −1,104−0.8% | Reduced |
| Geode Capital Management, LLC | 142,082 | $5.70M | 0.00% | +5,782+4.2% | Added |
| Dimensional Fund Advisors LP | 148,358 | $5.95M | 0.00% | +20,504+16.0% | Added |
| Vanguard Group Inc | 312,870 | $12.5M | 0.00% | +764+0.2% | Added |
| Peoples Financial Services Corp. | 347,475 | $13.9M | 6.56% | −1,816−0.5% | Reduced |
| BlackRock Inc. | 470,498 | $18.9M | 0.00% | −5,176−1.1% | Reduced |
| Franklin Resources Inc | 0 | $0 | 0.00% | −59,314−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −5,696−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |