Skip to main content

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 2025

Institutional positions in Peoples Financial Services Corp. as of Mar 31, 2025. 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
91
−2 vs. Q4 2024
Shares held
3.11M
+82.1K (+2.7%) vs. Q4 2024
Total value
$138.3M
−$16.6M (−10.7%) vs. Q4 2024
New holders
13
26 more added
Sold out
15
29 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 91 institutions
Q1 2021: 60 institutionsQ2 2021: 55 institutionsQ3 2021: 62 institutionsQ4 2021: 61 institutionsQ1 2022: 65 institutionsQ2 2022: 67 institutionsQ3 2022: 65 institutionsQ4 2022: 63 institutionsQ1 2023: 61 institutionsQ2 2023: 60 institutionsQ3 2023: 59 institutionsQ4 2023: 69 institutionsQ1 2024: 68 institutionsQ2 2024: 69 institutionsQ3 2024: 84 institutionsQ4 2024: 95 institutionsQ1 2025: 91 institutionsQ2 2025: 95 institutionsQ3 2025: 102 institutionsQ4 2025: 102 institutionsQ1 2026: 114 institutionsQ2 2026: 122 institutions
Value heldQ1 2025: $138.3M
Q1 2021: $86.1MQ2 2021: $83.4MQ3 2021: $92.1MQ4 2021: $111.0MQ1 2022: $108.2MQ2 2022: $125.1MQ3 2022: $101.8MQ4 2022: $114.1MQ1 2023: $95.8MQ2 2023: $96.9MQ3 2023: $85.4MQ4 2023: $109.2MQ1 2024: $96.8MQ2 2024: $108.3MQ3 2024: $137.1MQ4 2024: $156.5MQ1 2025: $138.3MQ2 2025: $155.2MQ3 2025: $151.6MQ4 2025: $147.2MQ1 2026: $167.5MQ2 2026: $235.8M
Institutions holding PFIS and their total value by quarter
QuarterHoldersValue
Q2 2026122$235.8M
Q1 2026114$167.5M
Q4 2025102$147.2M
Q3 2025102$151.6M
Q2 202595$155.2M
Q1 202591$138.3M
Q4 202495$156.5M
Q3 202484$137.1M
Q2 202469$108.3M
Q1 202468$96.8M
Q4 202369$109.2M
Q3 202359$85.4M
Q2 202360$96.9M
Q1 202361$95.8M
Q4 202263$114.1M
Q3 202265$101.8M
Q2 202267$125.1M
Q1 202265$108.2M
Q4 202161$111.0M
Q3 202162$92.1M
Q2 202155$83.4M
Q1 202160$86.1M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Peoples Financial Services Corp.; share changes are against Q4 2024.

Institutions holding PFIS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$440.00%00.0%Unchanged
Nisa Investment Advisors, LLC3$1330.00%00.0%Unchanged
EverSource Wealth Advisors, LLC3$1330.00%+3New
SBI Securities Co., Ltd.4$1780.00%00.0%Unchanged
True Wealth Design, LLC7$3120.00%+7New
Glen Eagle Advisors, LLC14$6230.00%00.0%Unchanged
UMA Financial Services, Inc.14$6230.00%+14New
US Bancorp54$2.40K0.00%+54New
Jones Financial Companies LLLP60$2.68K0.00%00.0%Unchanged
Sterling Capital Management LLC123$5.47K0.00%−103−45.6%Reduced
CWM, LLC125$6.00K0.00%+7+5.9%Added
Harbor Capital Advisors, Inc.143$6.00K0.00%+90+169.8%Added
Versant Capital Management, Inc197$8.76K0.00%00.0%Unchanged
FMR LLC198$8.81K0.00%−52−20.8%Reduced
Tower Research Capital LLC (TRC)246$10.9K0.00%−39−13.7%Reduced
GAMMA Investing LLC275$12.2K0.00%+257+1,427.8%Added
Amalgamated Bank318$14.0K0.00%+74+30.3%Added
Great West Life Assurance Co618$27.0K0.00%+79+14.7%Added
BNP Paribas Arbitrage, SA609$27.1K0.00%−513−45.7%Reduced
California State Teachers Retirement System667$29.7K0.00%00.0%Unchanged
Legal & General Group Plc841$37.4K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.901$40.1K0.00%00.0%Unchanged
Community Bank, N.A.1,218$54.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc2,000$88.9K0.01%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey2,188$97.3K0.00%00.0%Unchanged
Hoey Investments, Inc2,471$109.9K0.02%00.0%Unchanged
SG Americas Securities, LLC3,188$142.0K0.00%−685−17.7%Reduced
New York State Common Retirement Fund4,158$184.9K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.4,213$187.3K0.05%−156−3.6%Reduced
Corebridge Financial, Inc.4,510$200.6K0.00%−67−1.5%Reduced
Stoneridge Investment Partners LLC4,573$203.0K0.17%+4,573New
Polymer Capital Management (US) LLC4,624$205.6K0.06%+4,624New
Los Angeles Capital Management LLC4,740$210.8K0.00%−700−12.9%Reduced
Intech Investment Management LLC5,126$228.0K0.00%+5,126New
RBF Capital, LLC5,214$231.9K0.01%00.0%Unchanged
MetLife Investment Management5,225$232.4K0.00%−115−2.2%Reduced
Martingale Asset Management L P5,373$238.9K0.01%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.5,513$245.2K0.00%+234+4.4%Added
Two Sigma Advisers, LP5,800$257.9K0.00%+5,800New
Alliancebernstein L.P.5,950$264.6K0.00%−1,740−22.6%Reduced
Sabal Trust CO6,009$267.2K0.01%00.0%Unchanged
First Trust Advisors LP6,016$267.5K0.00%−44−0.7%Reduced
Janney Montgomery Scott LLC6,723$299.0K0.00%00.0%Unchanged
Citigroup Inc6,980$310.4K0.00%−697−9.1%Reduced
Deutsche Bank AG7,219$321.0K0.00%−974−11.9%Reduced
Wealth Enhancement Advisory Services, LLC7,946$353.3K0.00%+2,066+35.1%Added
Colony Group, LLC8,032$357.2K0.00%+20.0%Added
Royal Bank of Canada8,198$364.0K0.00%+2,538+44.8%Added
Bank of America Corp8,506$378.3K0.00%−3,770−30.7%Reduced
Invesco Ltd.9,272$412.3K0.00%−866−8.5%Reduced
Barclays PLC9,399$418.0K0.00%−4,624−33.0%Reduced
Ameriprise Financial Inc9,432$419.4K0.00%+9,432New
Jacobi Capital Management LLC10,268$456.6K0.03%−560−5.2%Reduced
Jane Street Group, LLC10,497$466.8K0.00%+10,497New
Stone House Investment Management, LLC11,673$519.1K0.11%−29−0.2%Reduced
Stifel Financial Corp12,308$547.3K0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC12,338$551.9K0.01%−723−5.5%Reduced
Rhumbline Advisers13,245$589.0K0.00%+63+0.5%Added
Susquehanna International Group, LLP13,348$593.6K0.00%+6,881+106.4%Added
Qube Research & Technologies Ltd13,649$607.0K0.00%+9,576+235.1%Added
UBS Group AG13,951$620.4K0.00%+6,329+83.0%Added
Commonwealth Equity Services, LLC14,153$629.0K0.00%+73+0.5%Added
LPL Financial LLC14,757$656.3K0.00%+1,306+9.7%Added
Cornerstone Advisors Asset Management, LLC15,153$673.9K0.14%00.0%Unchanged
Goldman Sachs Group Inc15,782$701.8K0.00%−9,453−37.5%Reduced
Two Sigma Investments, LP16,170$719.1K0.00%+16,170New
JPMorgan Chase & Co16,447$731.4K0.00%−18,165−52.5%Reduced
Citadel Advisors LLC17,746$789.2K0.00%+3,335+23.1%Added
American Century Companies Inc18,652$829.5K0.00%+2,283+13.9%Added
Berkshire Asset Management LLC20,936$999.5K0.05%−528−2.5%Reduced
Charles Schwab Investment Management Inc26,345$1.17M0.00%00.0%Unchanged
Wells Fargo & Company27,149$1.21M0.00%+817+3.1%Added
Cutler Capital Management, LLC27,948$1.24M0.43%00.0%Unchanged
Nuveen, LLC28,321$1.26M0.00%+28,321New
Morgan Stanley28,333$1.26M0.00%−9,014−24.1%Reduced
Eagle Wealth Strategies LLC28,655$1.27M0.78%00.0%Unchanged
Millennium Management LLC30,561$1.36M0.00%+23,023+305.4%Added
Renaissance Technologies LLC33,912$1.51M0.00%+4,885+16.8%Added
Alliance Wealth Advisors, LLC37,814$1.68M0.99%−1,043−2.7%Reduced
Empowered Funds, LLC40,651$1.81M0.03%+2,679+7.1%Added
The PNC Financial Services Group, Inc.49,121$2.18M0.00%−1,963−3.8%Reduced
Bank of New York Mellon Corp51,163$2.28M0.00%−937−1.8%Reduced
Hotchkis & Wiley Capital Management LLC59,390$2.64M0.01%+59,390New
Bridgeway Capital Management, LLC63,551$2.83M0.07%+2,679+4.4%Added
Northern Trust Corp78,516$3.49M0.00%−4,264−5.2%Reduced
State Street Corp206,605$9.19M0.00%+1,587+0.8%Added
Peoples Financial Services Corp.206,823$9.20M4.42%−3,472−1.7%Reduced
Geode Capital Management, LLC219,015$9.74M0.00%+7,726+3.7%Added
Dimensional Fund Advisors LP254,975$11.3M0.00%+22,944+9.9%Added
Vanguard Group Inc495,001$22.0M0.00%+6,935+1.4%Added
BlackRock, Inc.679,022$30.2M0.00%−7,415−1.1%Reduced
Segall Bryant & Hamill, LLC0$00.00%−37,531−100.0%Sold out
Walleye Capital LLC0$00.00%−9,114−100.0%Sold out
Fidelity D & D Bancorp Inc0$00.00%−7,821−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,364−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−7,049−100.0%Sold out
Savant Capital, LLC0$00.00%−5,951−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−5,463−100.0%Sold out
Maltese Capital Management LLC0$00.00%−5,004−100.0%Sold out
Squarepoint Ops LLC0$00.00%−4,665−100.0%Sold out