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, Q4 2023
Institutional positions in Peoples Financial Services Corp. as of Dec 31, 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
- 69
- +10 vs. Q3 2023
- Shares held
- 2.24M
- +114.5K (+5.4%) vs. Q3 2023
- Total value
- $109.2M
- +$23.9M (+28.0%) vs. Q3 2023
- New holders
- 14
- 25 more added
- Sold out
- 4
- 15 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 512,316 | $24.9M | 0.00% | +41,818+8.9% | Added |
| Peoples Financial Services Corp. | 343,334 | $16.7M | 7.25% | −4,141−1.2% | Reduced |
| Vanguard Group Inc | 316,010 | $15.4M | 0.00% | +3,140+1.0% | Added |
| Dimensional Fund Advisors LP | 169,081 | $8.23M | 0.00% | +20,723+14.0% | Added |
| Geode Capital Management, LLC | 144,532 | $7.04M | 0.00% | +2,450+1.7% | Added |
| State Street Corp | 137,894 | $6.72M | 0.00% | +4,731+3.6% | Added |
| Northern Trust Corp | 63,853 | $3.11M | 0.00% | +4,141+6.9% | Added |
| Bridgeway Capital Management, LLC | 47,587 | $2.32M | 0.05% | +2,112+4.6% | Added |
| Bank of New York Mellon Corp | 40,363 | $1.97M | 0.00% | −6,403−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 35,082 | $1.71M | 0.00% | −272−0.8% | Reduced |
| Renaissance Technologies LLC | 30,444 | $1.48M | 0.00% | +4,463+17.2% | Added |
| Eagle Wealth Strategies LLC | 28,615 | $1.39M | 0.84% | +28,615 | New |
| Empowered Funds, LLC | 24,687 | $1.20M | 0.03% | +2,112+9.4% | Added |
| Morgan Stanley | 24,454 | $1.19M | 0.00% | +9,727+66.0% | Added |
| Nuveen Asset Management, LLC | 24,014 | $1.17M | 0.00% | +275+1.2% | Added |
| Wells Fargo & Company | 22,269 | $1.08M | 0.00% | +389+1.8% | Added |
| Charles Schwab Investment Management Inc | 18,591 | $905.4K | 0.00% | −58−0.3% | Reduced |
| Zacks Investment Management | 18,480 | $900.0K | 0.01% | +18,480 | New |
| Susquehanna International Group, LLP | 16,446 | $800.9K | 0.00% | +16,446 | New |
| American Century Companies Inc | 13,763 | $670.3K | 0.00% | +13,763 | New |
| Bank of America Corp | 12,799 | $623.3K | 0.00% | +2,149+20.2% | Added |
| Los Angeles Capital Management LLC | 11,905 | $579.8K | 0.00% | −355−2.9% | Reduced |
| Stone House Investment Management, LLC | 11,791 | $574.2K | 0.20% | +9+0.1% | Added |
| JPMorgan Chase & Co | 11,461 | $558.2K | 0.00% | +6,465+129.4% | Added |
| Rhumbline Advisers | 10,614 | $516.9K | 0.00% | −27−0.3% | Reduced |
| STRS Ohio | 9,500 | $462.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,341 | $454.9K | 0.00% | +8,195+715.1% | Added |
| Goldman Sachs Group Inc | 8,562 | $417.0K | 0.00% | +8,562 | New |
| Fidelity D & D Bancorp Inc | 8,312 | $404.8K | 0.31% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,186 | $399.0K | 0.00% | +155+1.9% | Added |
| Alliance Wealth Advisors, LLC | 7,854 | $382.5K | 0.25% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,681 | $374.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,641 | $372.1K | 0.00% | +3,679+92.9% | Added |
| Quadrature Capital Ltd | 7,298 | $354.8K | 0.01% | +7,298 | New |
| Royal Bank of Canada | 6,869 | $334.0K | 0.00% | +657+10.6% | Added |
| Janney Montgomery Scott LLC | 6,553 | $319.0K | 0.00% | +6+0.1% | Added |
| Sabal Trust CO | 6,009 | $292.6K | 0.02% | −240−3.8% | Reduced |
| Acadian Asset Management LLC | 5,940 | $288.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,761 | $280.6K | 0.01% | +5,761 | New |
| Alliancebernstein L.P. | 5,470 | $266.4K | 0.00% | +270+5.2% | Added |
| Martingale Asset Management L P | 4,804 | $234.0K | 0.00% | +4,804 | New |
| Riggs Asset Managment Co. Inc. | 4,274 | $208.1K | 0.07% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,160 | $202.6K | 0.00% | +5+0.1% | Added |
| MetLife Investment Management | 3,977 | $193.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,739 | $182.0K | 0.00% | +268+7.7% | Added |
| American International Group, Inc. | 3,412 | $166.2K | 0.00% | −71−2.0% | Reduced |
| Deutsche Bank AG | 2,915 | $142.0K | 0.00% | +202+7.4% | Added |
| AdvisorNet Financial, Inc | 2,000 | $97.4K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,811 | $88.2K | 0.00% | −1,042−36.5% | Reduced |
| Global Retirement Partners, LLC | 1,921 | $87.9K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,447 | $70.0K | 0.00% | −7,077−83.0% | Reduced |
| Community Bank, N.A. | 1,218 | $59.3K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,130 | $55.0K | 0.00% | −410−26.6% | Reduced |
| Citigroup Inc | 1,087 | $52.9K | 0.00% | +1,031+1,841.1% | Added |
| Ameritas Investment Partners, Inc. | 676 | $32.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 617 | $30.0K | 0.00% | −72−10.4% | Reduced |
| Legal & General Group Plc | 602 | $29.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 435 | $21.2K | 0.00% | −180−29.3% | Reduced |
| Great West Life Assurance Co | 400 | $19.0K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 375 | $18.3K | 0.00% | −397−51.4% | Reduced |
| Metropolitan Life Insurance Co | 344 | $16.8K | 0.00% | −150−30.4% | Reduced |
| Aspire Private Capital, LLC | 235 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 87 | $4.24K | 0.00% | +87 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $3.85K | 0.00% | +79 | New |
| Advisory Services Network, LLC | 43 | $2.09K | 0.00% | +43 | New |
| Allworth Financial LP | 18 | $877 | 0.00% | +18 | New |
| Nisa Investment Advisors, LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $49 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −48,799−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −33,028−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | Sold out |