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, Q1 2024
Institutional positions in Peoples Financial Services Corp. as of Mar 31, 2024. 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
- 68
- −1 vs. Q4 2023
- Shares held
- 2.25M
- +4.11K (+0.2%) vs. Q4 2023
- Total value
- $96.8M
- −$12.4M (−11.4%) vs. Q4 2023
- New holders
- 5
- 17 more added
- Sold out
- 6
- 26 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $43 | 0.00% | −78−98.7% | Reduced |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3 | $129 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28 | $1.21K | 0.00% | −347−92.5% | Reduced |
| Aspire Private Capital, LLC | 235 | $10.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 244 | $11.0K | 0.00% | −373−60.5% | Reduced |
| Metropolitan Life Insurance Co | 344 | $14.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 377 | $16.0K | 0.00% | −23−5.8% | Reduced |
| FMR LLC | 375 | $16.2K | 0.00% | −60−13.8% | Reduced |
| Legal & General Group Plc | 602 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 676 | $29.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 690 | $29.7K | 0.00% | −440−38.9% | Reduced |
| LSV Asset Management | 1,147 | $49.0K | 0.00% | −300−20.7% | Reduced |
| Community Bank, N.A. | 1,218 | $52.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,452 | $62.6K | 0.00% | +365+33.6% | Added |
| Global Retirement Partners, LLC | 1,921 | $82.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,000 | $86.2K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,415 | $104.0K | 0.00% | −1,324−35.4% | Reduced |
| American International Group, Inc. | 3,382 | $145.8K | 0.00% | −30−0.9% | Reduced |
| Deutsche Bank AG | 3,395 | $146.4K | 0.00% | +480+16.5% | Added |
| BNP Paribas Arbitrage, SA | 3,400 | $146.6K | 0.00% | +1,589+87.7% | Added |
| MetLife Investment Management | 3,977 | $171.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,157 | $179.2K | 0.00% | −3−0.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,274 | $184.3K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 4,666 | $201.2K | 0.00% | −4,675−50.0% | Reduced |
| Martingale Asset Management L P | 4,804 | $207.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,824 | $208.0K | 0.00% | +4,824 | New |
| Royal Bank of Canada | 5,104 | $220.0K | 0.00% | −1,765−25.7% | Reduced |
| Alliancebernstein L.P. | 5,320 | $229.3K | 0.00% | −150−2.7% | Reduced |
| Acadian Asset Management LLC | 5,940 | $255.0K | 0.00% | 00.0% | Unchanged |
| Sabal Trust CO | 6,009 | $259.0K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 6,414 | $276.5K | 0.00% | −2,148−25.1% | Reduced |
| Janney Montgomery Scott LLC | 6,733 | $290.0K | 0.00% | +180+2.7% | Added |
| UBS Group AG | 6,905 | $297.7K | 0.00% | −736−9.6% | Reduced |
| Stifel Financial Corp | 7,681 | $331.1K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,854 | $338.6K | 0.21% | 00.0% | Unchanged |
| Bank of America Corp | 8,302 | $357.9K | 0.00% | −4,497−35.1% | Reduced |
| Fidelity D & D Bancorp Inc | 8,312 | $358.3K | 0.27% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,529 | $368.0K | 0.00% | +343+4.2% | Added |
| STRS Ohio | 8,900 | $383.0K | 0.00% | −600−6.3% | Reduced |
| Los Angeles Capital Management LLC | 9,115 | $392.9K | 0.00% | −2,790−23.4% | Reduced |
| Quadrature Capital Ltd | 10,707 | $460.4K | 0.01% | +3,409+46.7% | Added |
| Rhumbline Advisers | 10,874 | $468.8K | 0.00% | +260+2.4% | Added |
| Stone House Investment Management, LLC | 11,635 | $501.6K | 0.12% | −156−1.3% | Reduced |
| Citadel Advisors LLC | 11,918 | $513.8K | 0.00% | +11,918 | New |
| Susquehanna International Group, LLP | 14,094 | $607.6K | 0.00% | −2,352−14.3% | Reduced |
| JPMorgan Chase & Co | 15,919 | $686.3K | 0.00% | +4,458+38.9% | Added |
| Charles Schwab Investment Management Inc | 17,991 | $775.6K | 0.00% | −600−3.2% | Reduced |
| Invesco Ltd. | 18,156 | $782.7K | 0.00% | +18,156 | New |
| Millennium Management LLC | 18,576 | $800.8K | 0.00% | +18,576 | New |
| Morgan Stanley | 20,893 | $900.7K | 0.00% | −3,561−14.6% | Reduced |
| Wells Fargo & Company | 22,581 | $973.5K | 0.00% | +312+1.4% | Added |
| American Century Companies Inc | 22,966 | $990.1K | 0.00% | +9,203+66.9% | Added |
| Nuveen Asset Management, LLC | 24,014 | $1.04M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 26,612 | $1.15M | 0.02% | +1,925+7.8% | Added |
| Eagle Wealth Strategies LLC | 28,615 | $1.18M | 0.96% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,781 | $1.41M | 0.00% | +2,337+7.7% | Added |
| The PNC Financial Services Group, Inc. | 35,082 | $1.51M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 39,347 | $1.70M | 0.00% | −1,016−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 49,512 | $2.13M | 0.04% | +1,925+4.0% | Added |
| Northern Trust Corp | 63,643 | $2.74M | 0.00% | −210−0.3% | Reduced |
| State Street Corp | 149,482 | $6.44M | 0.00% | +11,588+8.4% | Added |
| Geode Capital Management, LLC | 149,918 | $6.46M | 0.00% | +5,386+3.7% | Added |
| Dimensional Fund Advisors LP | 182,812 | $7.88M | 0.00% | +13,731+8.1% | Added |
| Peoples Financial Services Corp. | 300,497 | $13.0M | 5.62% | −42,837−12.5% | Reduced |
| Vanguard Group Inc | 322,786 | $13.9M | 0.00% | +6,776+2.1% | Added |
| BlackRock Inc. | 494,148 | $21.3M | 0.00% | −18,168−3.5% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,480−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |