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Peoples Financial Services (PFIS) Institutional Ownership

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$70.89 -0.16 (-0.23%)
Closing price 09/9/2026 04:00 PM Eastern
Extended Trading
$71.03 +0.14 (+0.20%)
As of 04:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Peoples Financial Services (NASDAQ:PFIS)

Current
Institutional Ownership
Percentage
31.67%
Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$71.16M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$9.30M
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PFIS Institutional Buying and Selling by Quarter

Peoples Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Sequoia Financial Advisors LLC5,921$393K0.0%N/A0.059%
9/9/2026 Van Hulzen Asset Management LLC3,238$215K0.0%N/A0.032%
9/9/2026 Engineers Gate Manager LP5,055$336K0.0%N/A0.050%
8/24/2026 California State Teachers Retirement System8,628$573K0.0%+1,611.9%0.086%
8/19/2026 Archer Investment Corp5,000$332K0.0%N/A0.050%
8/18/2026 Empowered Funds LLC60,068$3.99M0.0%N/A0.600%
8/17/2026 Bank of America Corp DE13,813$917K0.0%N/A0.138%
8/15/2026 Man Group plc3,515$233K0.0%N/A0.035%
8/14/2026 Canada Pension Plan Investment Board4,800$319K0.0%N/A0.048%
8/14/2026 Legal & General Group Plc921$61K0.0%N/A0.009%
8/14/2026 Van Hulzen Asset Management LLC3,238$215K0.0%N/A0.032%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.7,209$478K0.0%N/A0.072%
8/12/2026 Ieq Capital LLC3,034$201K0.0%N/A0.030%
8/7/2026 BlackRock Inc.744,487$49.41M0.0%N/A7.437%
8/7/2026 Deutsche Bank AG9,235$613K0.0%N/A0.092%
8/6/2026 Bank of New York Mellon Corp52,639$3.49M0.0%N/A0.526%
7/9/2026 Alliance Wealth Advisors LLC44,933$2.98M1.0%+0.5%0.449%
5/19/2026 Bank of America Corp DE9,213$491K0.0%-21.8%0.092%
5/18/2026 Royal Bank of Canada5,527$294K0.0%+116.0%0.055%
5/18/2026 Empowered Funds LLC55,811$2.98M0.0%+9.7%0.558%
5/16/2026 Quantinno Capital Management LP16,362$873K0.0%+41.2%0.163%
5/14/2026 Renaissance Technologies LLC16,527$881K0.0%-18.7%0.165%
5/13/2026 First Trust Advisors LP32,787$1.75M0.0%-0.7%0.328%
5/8/2026 PNC Financial Services Group Inc.48,429$2.58M0.0%-1.3%0.484%
5/7/2026 Dimensional Fund Advisors LP316,621$16.89M0.0%+5.9%3.163%
5/5/2026 Bank of New York Mellon Corp51,012$2.72M0.0%-14.3%0.510%
5/4/2026 Archer Investment Corp5,000$267K0.1%N/A0.050%
4/25/2026 Strs Ohio900$48K0.0%-30.8%0.009%
2/19/2026 Invesco Ltd.11,885$579K0.0%-8.5%0.119%
2/18/2026 Mercer Global Advisors Inc. ADV5,504$268K0.0%+25.7%0.055%
2/18/2026 Empowered Funds LLC50,894$2.48M0.0%+10.6%0.509%
2/18/2026 Bridgeway Capital Management LLC73,794$3.60M0.1%+7.1%0.738%
2/17/2026 AQR Capital Management LLC12,494$609K0.0%-14.9%0.125%
2/17/2026 Price T Rowe Associates Inc. MD5,573$272K0.0%+12.9%0.056%
2/17/2026 Royal Bank of Canada2,559$125K0.0%+7.4%0.026%
2/17/2026 Berkshire Asset Management LLC PA11,188$545K0.0%-47.0%0.112%
2/16/2026 Barclays PLC14,507$707K0.0%+2.6%0.145%
2/13/2026 CANADA LIFE ASSURANCE Co941$46K0.0%+27.7%0.009%
2/13/2026 Stifel Financial Corp11,418$556K0.0%-7.2%0.114%
2/13/2026 First Trust Advisors LP33,027$1.61M0.0%-2.5%0.331%
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2/13/2026 Charles Schwab Investment Management Inc.27,237$1.33M0.0%+1.6%0.273%
2/13/2026 State Street Corp208,137$10.14M0.0%-0.8%2.083%
2/13/2026 Wells Fargo & Company MN36,613$1.78M0.0%+13.9%0.366%
2/12/2026 Commonwealth Equity Services LLC16,173$788K0.0%+5.6%0.162%
2/12/2026 Renaissance Technologies LLC20,327$990K0.0%-21.3%0.203%
2/12/2026 Dimensional Fund Advisors LP298,966$14.56M0.0%+5.0%2.993%
2/12/2026 Nuveen LLC20,320$990K0.0%-9.6%0.203%
2/11/2026 Empowered Funds LLC50,894$2.48M0.0%+10.6%0.509%
2/11/2026 Janney Montgomery Scott LLC12,249$597K0.0%+82.2%0.123%
2/11/2026 LPL Financial LLC12,032$586K0.0%-23.3%0.120%
2/10/2026 Goldman Sachs Group Inc.19,736$961K0.0%+4.8%0.198%
2/9/2026 Geode Capital Management LLC230,008$11.21M0.0%-0.7%2.302%
2/2/2026 Strs Ohio1,300$63K0.0%N/A0.013%
1/26/2026 Peoples Financial Services CORP.91,791$4.47M2.1%-51.3%0.919%
1/21/2026 Stone House Investment Management LLC10,166$495K0.1%-13.0%0.102%
1/14/2026 Alliance Wealth Advisors LLC44,797$2.18M0.9%+19.0%0.448%
1/8/2026 Wealth Enhancement Advisory Services LLC7,095$346K0.0%-8.7%0.071%
1/1/2026 JPMorgan Chase & Co.10,619$516K0.0%+29.5%0.106%
11/17/2025 Qube Research & Technologies Ltd21,132$1.03M0.0%+48.2%0.211%
11/17/2025 Mercer Global Advisors Inc. ADV4,380$213K0.0%N/A0.044%
11/17/2025 Millennium Management LLC4,640$226K0.0%-83.1%0.046%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,385$213K0.0%-14.0%0.044%
11/17/2025 Bank of America Corp DE7,885$383K0.0%+7.5%0.079%
11/14/2025 Two Sigma Investments LP17,727$862K0.0%+43.5%0.177%
11/14/2025 Bridgeway Capital Management LLC68,927$3.35M0.1%+8.2%0.690%
11/13/2025 BNP Paribas Financial Markets4,824$234K0.0%+397.8%0.048%
11/13/2025 Franklin Resources Inc.5,554$270K0.0%N/A0.056%
11/13/2025 Russell Investments Group Ltd.771$37K0.0%N/A0.008%
11/13/2025 Riggs Asset Managment Co. Inc.9,357$455K0.1%+123.7%0.094%
11/13/2025 First Trust Advisors LP33,886$1.65M0.0%+429.7%0.339%
11/12/2025 Dimensional Fund Advisors LP284,633$13.84M0.0%+3.9%2.848%
11/10/2025 Semanteon Capital Management LP4,117$200K0.3%N/A0.041%
11/7/2025Vanguard Group Inc.491,464$23.89M0.0%-1.0%4.917%
11/7/2025 JPMorgan Chase & Co.10,619$516K0.0%+29.5%0.106%
11/6/2025 Rhumbline Advisers13,501$656K0.0%-2.5%0.135%
11/4/2025 Jones Financial Companies Lllp863$43K0.0%+1,338.3%0.009%
10/31/2025 Stoneridge Investment Partners LLC6,125$298K0.2%+7.9%0.061%
10/29/2025 Wealth Enhancement Advisory Services LLC7,768$366K0.0%+5.8%0.078%
10/28/2025 Peoples Financial Services CORP.188,308$9.15M4.1%-8.0%1.884%
10/24/2025 Meeder Asset Management Inc.7,292$354K0.0%N/A0.073%
10/20/2025 LVW Advisors LLC5,393$262K0.0%N/A0.054%
10/15/2025CWM LLC967$47K0.0%+434.3%0.010%
10/3/2025Shorepoint Capital Partners LLC2,342$114K0.0%N/A0.023%
8/15/2025 Tower Research Capital LLC TRC 2,452$121K0.0%+896.7%0.025%
8/15/2025 State of Tennessee Department of Treasury2,095$103K0.0%N/A0.021%
8/15/2025 Fidelity D & D Bancorp Inc.4,321$213K0.1%N/A0.043%
8/15/2025 BNP Paribas Financial Markets969$48K0.0%+59.1%0.010%
8/15/2025 Bank of America Corp DE7,337$362K0.0%-13.7%0.073%
8/15/2025 Ameriprise Financial Inc.12,145$600K0.0%+28.8%0.122%
8/14/2025 Jane Street Group LLC11,621$574K0.0%+10.7%0.116%
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8/14/2025 Raymond James Financial Inc.882$44K0.0%N/A0.009%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,099$252K0.0%-7.5%0.051%
8/14/2025 Fourthstone LLC11,512$568K0.1%N/A0.115%
8/14/2025 Qube Research & Technologies Ltd14,259$704K0.0%+4.5%0.143%
8/13/2025 Cresset Asset Management LLC4,110$203K0.0%N/A0.041%
8/13/2025 First Trust Advisors LP6,397$316K0.0%+6.3%0.064%
8/12/2025 American Century Companies Inc.19,417$959K0.0%+4.1%0.194%
8/12/2025 Segall Bryant & Hamill LLC40,361$1.99M0.0%N/A0.404%
8/12/2025 Rhumbline Advisers13,842$683K0.0%+4.5%0.138%
8/12/2025 JPMorgan Chase & Co.8,199$405K0.0%-50.1%0.082%


PFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Peoples Financial Services. The most heavily invested institutionals were BlackRock Inc. ($49.41M), Vanguard Group Inc. ($23.89M), Dimensional Fund Advisors LP ($16.89M), Geode Capital Management LLC ($11.21M), State Street Corp ($10.14M), Peoples Financial Services CORP. ($4.47M), and Northern Trust Corp ($4.24M).Learn more on Peoples Financial Services' institutional investors.

31.67% of Peoples Financial Services' stock is owned by institutional investors. Learn more on PFIS's institutional investor holdings.

Of the 80 institutional investors that purchased Peoples Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($744.49K), Empowered Funds LLC ($94.15K), Segall Bryant & Hamill LLC ($77.89K), Bank of New York Mellon Corp ($61.55K), Hotchkis & Wiley Capital Management LLC ($59.39K), Dimensional Fund Advisors LP ($52.59K), and Geode Capital Management LLC ($39.91K).

Institutional investors have bought a total of 1,120,336 shares in the last 24 months. This purchase volume represents approximately $71.16M in transactions.

Of the 21 institutional investors that sold Peoples Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Peoples Financial Services CORP. ($112.87K), Millennium Management LLC ($22.84K), Berkshire Asset Management LLC PA ($9.91K), Renaissance Technologies LLC ($9.30K), Bank of New York Mellon Corp ($8.51K), Vanguard Group Inc. ($4.81K), and LPL Financial LLC ($3.65K).

Institutional investors have sold a total of 189,483 shares in the last 24 months. This volume of shares sold represents approximately $9.30M in transactions.



Institutional ownership data for NASDAQ:PFIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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