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 2024
Institutional positions in Peoples Financial Services Corp. as of Dec 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
- 95
- +11 vs. Q3 2024
- Shares held
- 3.06M
- +131.5K (+4.5%) vs. Q3 2024
- Total value
- $156.5M
- +$19.3M (+14.1%) vs. Q3 2024
- New holders
- 17
- 34 more added
- Sold out
- 6
- 22 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $51 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $52 | 0.00% | −8−88.9% | Reduced |
| Nisa Investment Advisors, LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $205 | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 14 | $717 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18 | $921 | 0.00% | +18 | New |
| Creative Planning | 20 | $1.02K | 0.00% | +20 | New |
| Richard W. Paul & Associates, LLC | 22 | $1.13K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 53 | $3.00K | 0.00% | −1−1.9% | Reduced |
| Jones Financial Companies LLLP | 60 | $3.07K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 118 | $6.00K | 0.00% | +19+19.2% | Added |
| Versant Capital Management, Inc | 197 | $10.1K | 0.00% | +197 | New |
| Sterling Capital Management LLC | 226 | $11.6K | 0.00% | +202+841.7% | Added |
| Amalgamated Bank | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 250 | $12.8K | 0.00% | +134+115.5% | Added |
| Tower Research Capital LLC (TRC) | 285 | $14.6K | 0.00% | −152−34.8% | Reduced |
| R Squared Ltd | 310 | $15.9K | 0.02% | +310 | New |
| Great West Life Assurance Co | 539 | $27.0K | 0.00% | +114+26.8% | Added |
| California State Teachers Retirement System | 667 | $34.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 841 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 901 | $46.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,122 | $57.4K | 0.00% | −887−44.2% | Reduced |
| Community Bank, N.A. | 1,218 | $62.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,921 | $98.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,000 | $102.4K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,188 | $112.0K | 0.00% | +2,188 | New |
| Hoey Investments, Inc | 2,471 | $126.5K | 0.02% | +2,471 | New |
| Van Hulzen Asset Management, LLC | 3,238 | $165.7K | 0.01% | +3,238 | New |
| SG Americas Securities, LLC | 3,873 | $198.0K | 0.00% | +688+21.6% | Added |
| Qube Research & Technologies Ltd | 4,073 | $208.5K | 0.00% | +4,073 | New |
| Cresset Asset Management, LLC | 4,100 | $209.8K | 0.00% | −243−5.6% | Reduced |
| New York State Common Retirement Fund | 4,158 | $212.8K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,369 | $224.3K | 0.06% | +37+0.9% | Added |
| Corebridge Financial, Inc. | 4,577 | $234.3K | 0.00% | −345−7.0% | Reduced |
| Squarepoint Ops LLC | 4,665 | $238.8K | 0.00% | +4,665 | New |
| Maltese Capital Management LLC | 5,004 | $256.1K | 0.04% | +5,004 | New |
| RBF Capital, LLC | 5,214 | $266.9K | 0.01% | −2,086−28.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,279 | $270.2K | 0.00% | +228+4.5% | Added |
| MetLife Investment Management | 5,340 | $273.3K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,373 | $275.0K | 0.01% | +570+11.9% | Added |
| Los Angeles Capital Management LLC | 5,440 | $278.4K | 0.00% | −700−11.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,463 | $279.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,660 | $290.0K | 0.00% | −1,285−18.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,880 | $300.9K | 0.00% | +5,880 | New |
| Savant Capital, LLC | 5,951 | $304.6K | 0.00% | −1,050−15.0% | Reduced |
| Sabal Trust CO | 6,009 | $307.5K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,060 | $310.1K | 0.00% | +6,060 | New |
| Susquehanna International Group, LLP | 6,467 | $331.0K | 0.00% | −301−4.4% | Reduced |
| Janney Montgomery Scott LLC | 6,723 | $344.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,049 | $360.8K | 0.00% | +7,049 | New |
| Tudor Investment Corp Et Al | 7,364 | $376.9K | 0.00% | +7,364 | New |
| Millennium Management LLC | 7,538 | $385.8K | 0.00% | +1,864+32.9% | Added |
| UBS Group AG | 7,622 | $390.1K | 0.00% | +3,147+70.3% | Added |
| Citigroup Inc | 7,677 | $392.9K | 0.00% | +579+8.2% | Added |
| Alliancebernstein L.P. | 7,690 | $393.6K | 0.00% | −3,000−28.1% | Reduced |
| Fidelity D & D Bancorp Inc | 7,821 | $400.3K | 0.27% | 00.0% | Unchanged |
| Colony Group, LLC | 8,030 | $411.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,193 | $419.3K | 0.00% | +2,129+35.1% | Added |
| Walleye Capital LLC | 9,114 | $466.5K | 0.00% | +9,114 | New |
| Invesco Ltd. | 10,138 | $518.9K | 0.00% | +242+2.4% | Added |
| Jacobi Capital Management LLC | 10,828 | $554.2K | 0.04% | +35+0.3% | Added |
| Stone House Investment Management, LLC | 11,702 | $598.9K | 0.15% | +12+0.1% | Added |
| Bank of America Corp | 12,276 | $628.3K | 0.00% | +2,903+31.0% | Added |
| Stifel Financial Corp | 12,308 | $629.9K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,061 | $654.9K | 0.01% | +60.0% | Added |
| Rhumbline Advisers | 13,182 | $674.6K | 0.00% | +518+4.1% | Added |
| LPL Financial LLC | 13,451 | $688.4K | 0.00% | −3,459−20.5% | Reduced |
| Barclays PLC | 14,023 | $717.7K | 0.00% | +1,753+14.3% | Added |
| Commonwealth Equity Services, LLC | 14,080 | $721.0K | 0.00% | +1,082+8.3% | Added |
| Citadel Advisors LLC | 14,411 | $737.6K | 0.00% | +9,510+194.0% | Added |
| Cornerstone Advisors Asset Management, LLC | 15,153 | $775.5K | 0.17% | 00.0% | Unchanged |
| American Century Companies Inc | 16,369 | $837.8K | 0.00% | −3,968−19.5% | Reduced |
| Berkshire Asset Management LLC | 21,464 | $1.09M | 0.05% | +8,673+67.8% | Added |
| Goldman Sachs Group Inc | 25,235 | $1.29M | 0.00% | +6,244+32.9% | Added |
| Wells Fargo & Company | 26,332 | $1.35M | 0.00% | +1,275+5.1% | Added |
| Charles Schwab Investment Management Inc | 26,345 | $1.35M | 0.00% | +704+2.7% | Added |
| Cutler Capital Management, LLC | 27,948 | $1.43M | 0.50% | −1,538−5.2% | Reduced |
| Nuveen Asset Management, LLC | 28,321 | $1.45M | 0.00% | +1,464+5.5% | Added |
| Eagle Wealth Strategies LLC | 28,655 | $1.47M | 1.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 29,027 | $1.49M | 0.00% | −1,400−4.6% | Reduced |
| JPMorgan Chase & Co | 34,612 | $1.77M | 0.00% | +14,170+69.3% | Added |
| Morgan Stanley | 37,347 | $1.91M | 0.00% | −6,943−15.7% | Reduced |
| Segall Bryant & Hamill, LLC | 37,531 | $1.92M | 0.03% | +37,531 | New |
| Empowered Funds, LLC | 37,972 | $1.94M | 0.03% | −7,373−16.3% | Reduced |
| Alliance Wealth Advisors, LLC | 38,857 | $1.99M | 1.14% | +225+0.6% | Added |
| The PNC Financial Services Group, Inc. | 51,084 | $2.61M | 0.00% | +200+0.4% | Added |
| Bank of New York Mellon Corp | 52,100 | $2.67M | 0.00% | +8,911+20.6% | Added |
| Bridgeway Capital Management, LLC | 60,872 | $3.12M | 0.07% | −7,373−10.8% | Reduced |
| Northern Trust Corp | 82,780 | $4.24M | 0.00% | +1,618+2.0% | Added |
| State Street Corp | 205,018 | $10.5M | 0.00% | +23,362+12.9% | Added |
| Peoples Financial Services Corp. | 210,295 | $10.8M | 4.99% | −13,682−6.1% | Reduced |
| Geode Capital Management, LLC | 211,289 | $10.8M | 0.00% | −162−0.1% | Reduced |
| Dimensional Fund Advisors LP | 232,031 | $11.9M | 0.00% | +9,889+4.5% | Added |
| Vanguard Group Inc | 488,066 | $25.0M | 0.00% | −7,531−1.5% | Reduced |
| BlackRock, Inc. | 686,437 | $35.1M | 0.00% | +15,727+2.3% | Added |
| STRS Ohio | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −164−100.0% | Sold out |