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 2024
Institutional positions in Peoples Financial Services Corp. as of Sep 30, 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
- 84
- +16 vs. Q2 2024
- Shares held
- 2.93M
- +1.13M (+63.0%) vs. Q2 2024
- Total value
- $137.1M
- +$55.4M (+67.8%) vs. Q2 2024
- New holders
- 20
- 32 more added
- Sold out
- 4
- 14 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3 | $141 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $422 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $609 | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 14 | $656 | 0.00% | +14 | New |
| Richard W. Paul & Associates, LLC | 22 | $1.03K | 0.00% | +22 | New |
| Sterling Capital Management LLC | 24 | $1.13K | 0.00% | +24 | New |
| Jones Financial Companies LLLP | 60 | $2.79K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| CWM, LLC | 99 | $5.00K | 0.00% | +62+167.6% | Added |
| FMR LLC | 116 | $5.44K | 0.00% | −2,146−94.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 164 | $7.69K | 0.00% | +164 | New |
| Amalgamated Bank | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 235 | $11.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 425 | $20.0K | 0.00% | +53+14.2% | Added |
| Tower Research Capital LLC (TRC) | 437 | $20.5K | 0.00% | −1,199−73.3% | Reduced |
| California State Teachers Retirement System | 667 | $31.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 841 | $39.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 901 | $42.2K | 0.00% | +225+33.3% | Added |
| Community Bank, N.A. | 1,218 | $57.1K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,550 | $72.7K | 0.02% | +1,550 | New |
| Global Retirement Partners, LLC | 1,921 | $90.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,000 | $93.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,009 | $94.2K | 0.00% | −92−4.4% | Reduced |
| SG Americas Securities, LLC | 3,185 | $149.0K | 0.00% | +3,185 | New |
| New York State Common Retirement Fund | 4,158 | $194.9K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,332 | $203.1K | 0.06% | +58+1.4% | Added |
| Cresset Asset Management, LLC | 4,343 | $203.6K | 0.00% | +4,343 | New |
| UBS Group AG | 4,475 | $209.8K | 0.00% | +1,557+53.4% | Added |
| Martingale Asset Management L P | 4,803 | $225.2K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,901 | $229.8K | 0.00% | +4,901 | New |
| Corebridge Financial, Inc. | 4,922 | $230.7K | 0.00% | −30−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,051 | $236.8K | 0.00% | +1,797+55.2% | Added |
| MetLife Investment Management | 5,340 | $250.3K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,463 | $256.1K | 0.00% | +5,463 | New |
| Millennium Management LLC | 5,674 | $266.0K | 0.00% | −6,804−54.5% | Reduced |
| Sabal Trust CO | 6,009 | $281.7K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,064 | $284.3K | 0.00% | +2,548+72.5% | Added |
| Los Angeles Capital Management LLC | 6,140 | $287.8K | 0.00% | −700−10.2% | Reduced |
| Jane Street Group, LLC | 6,599 | $309.4K | 0.00% | −379−5.4% | Reduced |
| Janney Montgomery Scott LLC | 6,723 | $315.0K | 0.00% | +313+4.9% | Added |
| Susquehanna International Group, LLP | 6,768 | $317.3K | 0.00% | −7,500−52.6% | Reduced |
| Royal Bank of Canada | 6,945 | $326.0K | 0.00% | +1,128+19.4% | Added |
| Savant Capital, LLC | 7,001 | $328.2K | 0.00% | +7,001 | New |
| Citigroup Inc | 7,098 | $332.8K | 0.00% | +4,815+210.9% | Added |
| RBF Capital, LLC | 7,300 | $342.2K | 0.02% | +7,300 | New |
| Fidelity D & D Bancorp Inc | 7,821 | $366.6K | 0.24% | −491−5.9% | Reduced |
| Colony Group, LLC | 8,030 | $376.4K | 0.00% | +8,030 | New |
| Bank of America Corp | 9,373 | $439.4K | 0.00% | −1,493−13.7% | Reduced |
| Invesco Ltd. | 9,896 | $463.9K | 0.00% | −9,572−49.2% | Reduced |
| STRS Ohio | 9,900 | $464.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,690 | $501.1K | 0.00% | +5,000+87.9% | Added |
| Jacobi Capital Management LLC | 10,793 | $506.0K | 0.04% | +10,793 | New |
| Stone House Investment Management, LLC | 11,690 | $548.0K | 0.11% | +43+0.4% | Added |
| Barclays PLC | 12,270 | $575.2K | 0.00% | +9,239+304.8% | Added |
| Stifel Financial Corp | 12,308 | $577.0K | 0.00% | +4,627+60.2% | Added |
| Berkshire Asset Management LLC | 12,791 | $582.5K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,664 | $593.7K | 0.00% | +214+1.7% | Added |
| Commonwealth Equity Services, LLC | 12,998 | $609.0K | 0.00% | +4,249+48.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,055 | $612.0K | 0.01% | +13,055 | New |
| Cornerstone Advisors Asset Management, LLC | 15,153 | $710.4K | 0.16% | +15,153 | New |
| LPL Financial LLC | 16,910 | $792.8K | 0.00% | +16,910 | New |
| Goldman Sachs Group Inc | 18,991 | $890.3K | 0.00% | +13,548+248.9% | Added |
| American Century Companies Inc | 20,337 | $953.4K | 0.00% | −2,036−9.1% | Reduced |
| JPMorgan Chase & Co | 20,442 | $958.3K | 0.00% | +16,164+377.8% | Added |
| Wells Fargo & Company | 25,057 | $1.17M | 0.00% | +1,122+4.7% | Added |
| Charles Schwab Investment Management Inc | 25,641 | $1.20M | 0.00% | +1,225+5.0% | Added |
| Nuveen Asset Management, LLC | 26,857 | $1.26M | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 28,655 | $1.34M | 0.98% | +40+0.1% | Added |
| Cutler Capital Management, LLC | 29,486 | $1.38M | 0.49% | +29,486 | New |
| Renaissance Technologies LLC | 30,427 | $1.43M | 0.00% | +1,746+6.1% | Added |
| Alliance Wealth Advisors, LLC | 38,632 | $1.81M | 1.04% | +31,102+413.0% | Added |
| Bank of New York Mellon Corp | 43,189 | $2.02M | 0.00% | −3,989−8.5% | Reduced |
| Morgan Stanley | 44,290 | $2.08M | 0.00% | +24,139+119.8% | Added |
| Empowered Funds, LLC | 45,345 | $2.13M | 0.03% | +16,753+58.6% | Added |
| The PNC Financial Services Group, Inc. | 50,884 | $2.39M | 0.00% | +15,802+45.0% | Added |
| Bridgeway Capital Management, LLC | 68,245 | $3.20M | 0.07% | +16,753+32.5% | Added |
| Northern Trust Corp | 81,162 | $3.80M | 0.00% | +18,392+29.3% | Added |
| State Street Corp | 181,656 | $8.52M | 0.00% | +11,236+6.6% | Added |
| Geode Capital Management, LLC | 211,451 | $9.91M | 0.00% | +27,463+14.9% | Added |
| Dimensional Fund Advisors LP | 222,142 | $10.4M | 0.00% | +30,208+15.7% | Added |
| Peoples Financial Services Corp. | 223,977 | $10.5M | 4.76% | −13,608−5.7% | Reduced |
| Vanguard Group Inc | 495,597 | $23.2M | 0.00% | +132,582+36.5% | Added |
| BlackRock, Inc. | 670,710 | $31.4M | 0.00% | +670,710 | New |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |