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