Go Pro
→ A major gold reset could be closer than people think (From Reagan Gold Group) (Ad)tc pixel Free PFIS Stock Alerts

Peoples Financial Services (PFIS) Institutional Ownership

Peoples Financial Services logo
$68.17 +0.81 (+1.20%)
Closing price 10/1/2026 04:00 PM Eastern
Extended Trading
$68.16 -0.02 (-0.02%)
As of 10/1/2026 04:15 PM 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.
Compare

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

Current
Institutional Ownership
Percentage
31.67%
Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$70.62M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$9.30M
Get PFIS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Peoples Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFIS Institutional Buying and Selling by Quarter

Peoples Financial Services Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC5,921$393K0.0%N/A0.059%
9/9/2026Van Hulzen Asset Management LLC3,238$215K0.0%N/A0.032%
9/9/2026Engineers Gate Manager LP5,055$336K0.0%N/A0.050%
8/19/2026Archer Investment Corp5,000$332K0.0%N/A0.050%
8/18/2026Empowered Funds LLC60,068$3.99M0.0%N/A0.600%
8/17/2026Bank of America Corp DE13,813$917K0.0%N/A0.138%
8/15/2026Man Group plc3,515$233K0.0%N/A0.035%
8/14/2026Canada Pension Plan Investment Board4,800$319K0.0%N/A0.048%
8/14/2026Legal & General Group Plc921$61K0.0%N/A0.009%
8/14/2026Van Hulzen Asset Management LLC3,238$215K0.0%N/A0.032%
8/13/2026Connor Clark & Lunn Investment Management Ltd.7,209$478K0.0%N/A0.072%
8/12/2026Ieq Capital LLC3,034$201K0.0%N/A0.030%
8/7/2026BlackRock Inc.744,487$49.41M0.0%N/A7.437%
8/7/2026Deutsche Bank AG9,235$613K0.0%N/A0.092%
8/6/2026Bank of New York Mellon Corp52,639$3.49M0.0%N/A0.526%
7/9/2026Alliance Wealth Advisors LLC44,933$2.98M1.0%+0.5%0.449%
5/19/2026Bank of America Corp DE9,213$491K0.0%-21.8%0.092%
5/18/2026Royal Bank of Canada5,527$294K0.0%+116.0%0.055%
5/18/2026Empowered Funds LLC55,811$2.98M0.0%+9.7%0.558%
5/16/2026Quantinno Capital Management LP16,362$873K0.0%+41.2%0.163%
5/14/2026Renaissance Technologies LLC16,527$881K0.0%-18.7%0.165%
5/13/2026First Trust Advisors LP32,787$1.75M0.0%-0.7%0.328%
5/8/2026PNC Financial Services Group Inc.48,429$2.58M0.0%-1.3%0.484%
5/7/2026Dimensional Fund Advisors LP316,621$16.89M0.0%+5.9%3.163%
5/5/2026Bank of New York Mellon Corp51,012$2.72M0.0%-14.3%0.510%
5/4/2026Archer Investment Corp5,000$267K0.1%N/A0.050%
4/25/2026Strs Ohio900$48K0.0%-30.8%0.009%
2/19/2026Invesco Ltd.11,885$579K0.0%-8.5%0.119%
2/18/2026Mercer Global Advisors Inc. ADV5,504$268K0.0%+25.7%0.055%
2/18/2026Empowered Funds LLC50,894$2.48M0.0%+10.6%0.509%
2/18/2026Bridgeway Capital Management LLC73,794$3.60M0.1%+7.1%0.738%
2/17/2026AQR Capital Management LLC12,494$609K0.0%-14.9%0.125%
2/17/2026Price T Rowe Associates Inc. MD5,573$272K0.0%+12.9%0.056%
2/17/2026Royal Bank of Canada2,559$125K0.0%+7.4%0.026%
2/17/2026Berkshire Asset Management LLC PA11,188$545K0.0%-47.0%0.112%
2/16/2026Barclays PLC14,507$707K0.0%+2.6%0.145%
2/13/2026CANADA LIFE ASSURANCE Co941$46K0.0%+27.7%0.009%
2/13/2026Stifel Financial Corp11,418$556K0.0%-7.2%0.114%
2/13/2026First Trust Advisors LP33,027$1.61M0.0%-2.5%0.331%
2/13/2026Charles Schwab Investment Management Inc.27,237$1.33M0.0%+1.6%0.273%
The end of AI data centers coming? (Ad)

Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percent run, and Nvidia before it climbed more than 50,000 percent. Now Chaikin says a new AI data center technology using 99 percent less electricity, water, and space could accelerate scientific breakthroughs 360-fold, and one company behind it just flashed bullish in his system. See the full research and the ticker Chaikin is watching before this presentation goes offline.tc pixel

Watch Chaikin's free presentation and see the ticker now
2/13/2026State Street Corp208,137$10.14M0.0%-0.8%2.083%
2/13/2026Wells Fargo & Company MN36,613$1.78M0.0%+13.9%0.366%
2/12/2026Commonwealth Equity Services LLC16,173$788K0.0%+5.6%0.162%
2/12/2026Renaissance Technologies LLC20,327$990K0.0%-21.3%0.203%
2/12/2026Dimensional Fund Advisors LP298,966$14.56M0.0%+5.0%2.993%
2/12/2026Nuveen LLC20,320$990K0.0%-9.6%0.203%
2/11/2026Empowered Funds LLC50,894$2.48M0.0%+10.6%0.509%
2/11/2026Janney Montgomery Scott LLC12,249$597K0.0%+82.2%0.123%
2/11/2026LPL Financial LLC12,032$586K0.0%-23.3%0.120%
2/10/2026Goldman Sachs Group Inc.19,736$961K0.0%+4.8%0.198%
2/9/2026Geode Capital Management LLC230,008$11.21M0.0%-0.7%2.302%
2/2/2026Strs Ohio1,300$63K0.0%N/A0.013%
1/26/2026Peoples Financial Services CORP.91,791$4.47M2.1%-51.3%0.919%
1/21/2026Stone House Investment Management LLC10,166$495K0.1%-13.0%0.102%
1/14/2026Alliance Wealth Advisors LLC44,797$2.18M0.9%+19.0%0.448%
1/8/2026Wealth Enhancement Advisory Services LLC7,095$346K0.0%-8.7%0.071%
1/1/2026JPMorgan Chase & Co.10,619$516K0.0%+29.5%0.106%
11/17/2025Qube Research & Technologies Ltd21,132$1.03M0.0%+48.2%0.211%
11/17/2025Mercer Global Advisors Inc. ADV4,380$213K0.0%N/A0.044%
11/17/2025Millennium Management LLC4,640$226K0.0%-83.1%0.046%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,385$213K0.0%-14.0%0.044%
11/17/2025Bank of America Corp DE7,885$383K0.0%+7.5%0.079%
11/14/2025Two Sigma Investments LP17,727$862K0.0%+43.5%0.177%
11/14/2025Bridgeway Capital Management LLC68,927$3.35M0.1%+8.2%0.690%
11/13/2025BNP Paribas Financial Markets4,824$234K0.0%+397.8%0.048%
11/13/2025Franklin Resources Inc.5,554$270K0.0%N/A0.056%
11/13/2025Russell Investments Group Ltd.771$37K0.0%N/A0.008%
11/13/2025Riggs Asset Managment Co. Inc.9,357$455K0.1%+123.7%0.094%
11/13/2025First Trust Advisors LP33,886$1.65M0.0%+429.7%0.339%
11/12/2025Dimensional Fund Advisors LP284,633$13.84M0.0%+3.9%2.848%
11/10/2025Semanteon Capital Management LP4,117$200K0.3%N/A0.041%
11/7/2025Vanguard Group Inc.491,464$23.89M0.0%-1.0%4.917%
11/7/2025JPMorgan Chase & Co.10,619$516K0.0%+29.5%0.106%
11/6/2025Rhumbline Advisers13,501$656K0.0%-2.5%0.135%
11/4/2025Jones Financial Companies Lllp863$43K0.0%+1,338.3%0.009%
10/31/2025Stoneridge Investment Partners LLC6,125$298K0.2%+7.9%0.061%
10/29/2025Wealth Enhancement Advisory Services LLC7,768$366K0.0%+5.8%0.078%
10/28/2025Peoples Financial Services CORP.188,308$9.15M4.1%-8.0%1.884%
10/24/2025Meeder Asset Management Inc.7,292$354K0.0%N/A0.073%
10/20/2025LVW 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%
8/15/2025Tower Research Capital LLC TRC 2,452$121K0.0%+896.7%0.025%
8/15/2025State of Tennessee Department of Treasury2,095$103K0.0%N/A0.021%
8/15/2025Fidelity D & D Bancorp Inc.4,321$213K0.1%N/A0.043%
8/15/2025BNP Paribas Financial Markets969$48K0.0%+59.1%0.010%
8/15/2025Bank of America Corp DE7,337$362K0.0%-13.7%0.073%
8/15/2025Ameriprise Financial Inc.12,145$600K0.0%+28.8%0.122%
8/14/2025Jane Street Group LLC11,621$574K0.0%+10.7%0.116%
8/14/2025Raymond James Financial Inc.882$44K0.0%N/A0.009%
How options let you do more with less capital (Ad)

Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fraction of the cost? That's the core advantage options offer traders at every level. The Beginner's Guide to Options breaks down leverage, income strategies, and real trade examples in plain English — including a little-known approach many traders use to reduce costs and improve profit potential. Download your free copy before this offer expires.tc pixel

Claim your free copy of The Beginner's Guide to Options now
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,099$252K0.0%-7.5%0.051%
8/14/2025Fourthstone LLC11,512$568K0.1%N/A0.115%
8/14/2025Qube Research & Technologies Ltd14,259$704K0.0%+4.5%0.143%
8/13/2025Cresset Asset Management LLC4,110$203K0.0%N/A0.041%
8/13/2025First Trust Advisors LP6,397$316K0.0%+6.3%0.064%
8/12/2025American Century Companies Inc.19,417$959K0.0%+4.1%0.194%
8/12/2025Segall Bryant & Hamill LLC40,361$1.99M0.0%N/A0.404%
8/12/2025Rhumbline Advisers13,842$683K0.0%+4.5%0.138%
8/12/2025JPMorgan Chase & Co.8,199$405K0.0%-50.1%0.082%
8/8/2025Geode Capital Management LLC231,462$11.43M0.0%+5.7%2.315%


PFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 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 79 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 1,112,212 shares in the last 24 months. This purchase volume represents approximately $70.62M 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.


Related Companies

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.
From Our Partners
They're not telling you how bad this could get
Valuations are stretched to levels seen only a handful of times in the past century, while a growing debt spir...
Parkview Capital Group | Sponsoredtc pixel
A major gold reset could be closer than people think
For 50 years, Washington has held 8,133 tonnes of gold on its books at a fraction of today's market price. One...
Reagan Gold Group | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
The end of AI data centers coming?
Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percen...
Chaikin Analytics | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
"How Much Can I Actually Spend Each Year With $2.5M Saved?"
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel