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Peoples Financial Services (PFIS) Institutional Ownership

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$42.59 +0.45 (+1.07%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$42.63 +0.04 (+0.09%)
As of 04/17/2025 04:05 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 Polygon.io. 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)
38
Total
Institutional Inflows
(last 12 months)
$18.27M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.90M
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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
4/16/2025 Wealth Enhancement Advisory Services LLC7,946$353K0.0%+35.1%0.079%
4/11/2025 Alliance Wealth Advisors LLC37,814$1.68M1.0%-2.7%0.378%
4/7/2025 GAMMA Investing LLC12,229$544K0.0%+67,838.9%0.122%
3/17/2025 Wealth Enhancement Advisory Services LLC5,880$301K0.0%N/A0.059%
2/17/2025Squarepoint Ops LLC4,665$239K0.0%N/A0.047%
2/17/2025Nuveen Asset Management LLC28,321$1.45M0.0%+5.5%0.283%
2/17/2025Millennium Management LLC7,538$386K0.0%+32.9%0.075%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,279$270K0.0%+4.5%0.053%
2/17/2025Deutsche Bank AG8,193$419K0.0%+35.1%0.082%
2/17/2025Cresset Asset Management LLC4,100$210K0.0%-5.6%0.041%
2/17/2025Bridgeway Capital Management LLC60,872$3.12M0.1%-10.8%0.609%
2/17/2025Bank of America Corp DE12,276$628K0.0%+31.0%0.123%
2/17/2025BNP Paribas Financial Markets1,122$57K0.0%-44.2%0.011%
2/14/2025Northern Trust Corp82,780$4.24M0.0%+2.0%0.828%
2/14/2025Tudor Investment Corp ET AL7,364$377K0.0%N/A0.074%
2/14/2025RBF Capital LLC5,214$267K0.0%-28.6%0.052%
2/14/2025State of Tennessee Department of Treasury7,049$361K0.0%N/A0.071%
2/14/2025Dimensional Fund Advisors LP232,031$11.88M0.0%+4.5%2.323%
2/14/2025First Trust Advisors LP6,060$310K0.0%N/A0.061%
2/13/2025Walleye Capital LLC9,114$466K0.0%N/A0.091%
2/13/2025Barclays PLC14,023$718K0.0%+14.3%0.140%
2/13/2025Martingale Asset Management L P5,373$275K0.0%+11.9%0.054%
2/13/2025Renaissance Technologies LLC29,027$1.49M0.0%-4.6%0.291%
2/13/2025Invesco Ltd.10,138$519K0.0%+2.4%0.101%
2/13/2025Wells Fargo & Company MN26,332$1.35M0.0%+5.1%0.264%
2/12/2025 Hoey Investments Inc.2,471$126K0.0%N/A0.025%
2/12/2025Alliancebernstein L.P.7,690$394K0.0%-28.1%0.077%
2/12/2025JPMorgan Chase & Co.34,612$1.77M0.0%+69.3%0.346%
2/11/2025Segall Bryant & Hamill LLC37,531$1.92M0.0%N/A0.376%
2/11/2025Corebridge Financial Inc.4,577$234K0.0%-7.0%0.046%
2/11/2025Vanguard Group Inc.488,066$24.98M0.0%-1.5%4.886%
2/11/2025LPL Financial LLC13,451$688K0.0%-20.5%0.135%
2/11/2025American Century Companies Inc.16,369$838K0.0%-19.5%0.164%
2/10/2025Commonwealth Equity Services LLC14,080$721K0.0%+8.3%0.141%
2/7/2025PNC Financial Services Group Inc.51,084$2.61M0.0%+0.4%0.511%
2/7/2025Berkshire Asset Management LLC PA21,464$1.09M0.1%+67.8%0.215%
2/6/2025Proficio Capital Partners LLC18,322$938K0.0%N/A0.183%
2/6/2025Charles Schwab Investment Management Inc.26,345$1.35M0.0%+2.7%0.264%
2/5/2025Proficio Capital Partners LLC18,322$938K0.0%N/A0.183%
2/4/2025Los Angeles Capital Management LLC5,440$278K0.0%-11.4%0.054%
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2/4/2025Bank of New York Mellon Corp52,100$2.67M0.0%+20.6%0.522%
1/30/2025 Rhumbline Advisers13,182$675K0.0%+4.1%0.132%
1/29/2025Savant Capital LLC5,951$305K0.0%-15.0%0.060%
1/28/2025 Alliance Wealth Advisors LLC38,857$1.99M1.1%+0.6%0.389%
1/28/2025Empowered Funds LLC37,972$1.94M0.0%-16.3%0.380%
1/17/2025 SG Americas Securities LLC3,873$198K0.0%+21.6%0.039%
1/14/2025Peoples Financial Services CORP.210,295$10.76M5.0%-6.1%2.104%
12/26/2024JPMorgan Chase & Co.20,442$958K0.0%+377.8%0.205%
12/6/2024Fidelity D & D Bancorp Inc.7,821$367K0.2%-5.9%0.078%
11/19/2024Barclays PLC12,270$576K0.0%+304.8%0.123%
11/16/2024Geode Capital Management LLC211,451$9.91M0.0%+14.9%2.119%
11/15/2024Barclays PLC12,270$576K0.0%+304.8%0.123%
11/15/2024Jane Street Group LLC6,599$309K0.0%-5.4%0.066%
11/15/2024State Street Corp181,656$8.52M0.0%+6.6%1.820%
11/15/2024Stifel Financial Corp12,308$577K0.0%+60.2%0.123%
11/15/2024RBF Capital LLC7,300$342K0.0%N/A0.073%
11/12/2024Charles Schwab Investment Management Inc.25,641$1.20M0.0%+5.0%0.257%
11/8/2024PNC Financial Services Group Inc.50,884$2.39M0.0%+45.0%0.510%
11/6/2024Empowered Funds LLC45,345$2.13M0.0%+58.6%0.454%
11/4/2024Los Angeles Capital Management LLC6,140$288K0.0%-10.2%0.062%
10/16/2024 Alliance Wealth Advisors LLC38,632$1.81M1.0%+413.0%0.547%
10/16/2024Peoples Financial Services CORP.223,977$10.50M4.8%-5.7%3.174%
10/3/2024 SG Americas Securities LLC3,185$149K0.0%N/A0.032%
8/9/2024Renaissance Technologies LLC28,681$1.31M0.0%-12.5%0.406%
8/9/2024Dimensional Fund Advisors LP191,934$8.74M0.0%+5.0%2.720%
8/8/2024American Century Companies Inc.22,373$1.02M0.0%-2.6%0.317%
8/6/2024Los Angeles Capital Management LLC6,840$311K0.0%-25.0%0.097%
8/1/2024 Rhumbline Advisers12,450$567K0.0%+14.5%0.176%
7/31/2024Commonwealth Equity Services LLC8,749$398K0.0%+2.6%0.124%
7/26/2024Bank of New York Mellon Corp47,178$2.15M0.0%+19.9%0.668%
7/17/2024 Alliance Wealth Advisors LLC7,530$343K0.2%-4.1%0.107%
5/16/2024California State Teachers Retirement System690$30K0.0%-38.9%0.010%
5/15/2024Quadrature Capital Ltd10,707$460K0.0%+46.7%0.152%
5/10/2024Vanguard Group Inc.322,786$13.92M0.0%+2.1%4.573%
5/7/2024 SG Americas Securities LLC2,415$104K0.0%-35.4%0.034%
5/7/2024Empowered Funds LLC26,612$1.15M0.0%+7.8%0.377%
5/6/2024LSV Asset Management1,147$49K0.0%-20.7%0.016%
5/1/2024BNP Paribas Financial Markets3,400$147K0.0%+87.7%0.048%
4/5/2024Los Angeles Capital Management LLC9,115$393K0.0%-23.4%0.129%
3/25/2024Quadrature Capital Ltd7,298$355K0.0%N/A0.103%
3/22/2024PNC Financial Services Group Inc.35,082$1.71M0.0%-0.8%0.497%
2/9/2024Trexquant Investment LP5,761$281K0.0%N/A0.082%
2/9/2024PNC Financial Services Group Inc.35,082$1.71M0.0%-0.8%0.498%
2/6/2024LSV Asset Management1,447$70K0.0%-83.0%0.021%
2/6/2024Los Angeles Capital Management LLC11,905$580K0.0%-2.9%0.169%
2/5/2024 Eagle Wealth Strategies LLC28,615$1.39M0.8%N/A0.406%
1/25/2024Sabal Trust CO6,009$293K0.0%-3.8%0.085%
1/24/2024Peoples Financial Services CORP.343,334$16.72M7.2%-1.2%4.877%
1/12/2024 SG Americas Securities LLC3,739$182K0.0%+7.7%0.053%
11/30/2023Fidelity D & D Bancorp Inc.8,312$333K0.3%N/A0.118%
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11/15/2023Riggs Asset Managment Co. Inc.4,274$171K0.1%-24.1%0.061%
11/15/2023Stone House Investment Management LLC11,782$472K0.2%-3.6%0.166%
11/13/2023Pacific Ridge Capital Partners LLC48,799$1.96M0.5%-23.2%0.688%
11/13/2023PNC Financial Services Group Inc.35,354$1.42M0.0%-2.0%0.499%
11/7/2023Barclays PLC1,146$46K0.0%-28.6%0.016%
11/6/2023Los Angeles Capital Management LLC12,260$492K0.0%-9.1%0.173%
10/24/2023Bank of New York Mellon Corp46,766$1.88M0.0%+2.4%0.660%
10/23/2023Commonwealth Equity Services LLC8,031$322K0.0%+13.5%0.113%
10/13/2023 SG Americas Securities LLC3,471$139K0.0%N/A0.049%
10/13/2023Peoples Financial Services CORP.347,475$13.93M6.6%-0.5%4.899%
(Data available from 1/1/2016 forward)

PFIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIS shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Peoples Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($24.98M), Dimensional Fund Advisors LP ($11.88M), Peoples Financial Services CORP. ($10.76M), Geode Capital Management LLC ($9.91M), State Street Corp ($8.52M), Northern Trust Corp ($4.24M), and Bridgeway Capital Management LLC ($3.12M).Learn more on PFIS's institutional investors.

What percentage of Peoples Financial Services stock is owned by institutional investors?

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

Which institutional investors have been buying Peoples Financial Services stock?

Of the 43 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: Segall Bryant & Hamill LLC ($37.53K), Proficio Capital Partners LLC ($36.64K), Alliance Wealth Advisors LLC ($31.33K), JPMorgan Chase & Co. ($30.33K), Eagle Wealth Strategies LLC ($28.62K), Geode Capital Management LLC ($27.46K), and EA Series Trust ($20.84K).

How much institutional buying is happening at Peoples Financial Services?

Institutional investors have bought a total of 453,681 shares in the last 24 months. This purchase volume represents approximately $21.83M in transactions.

Which Peoples Financial Services major shareholders have been selling company stock?

Of the 28 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. ($33.55K), Maltese Capital Management LLC ($18.65K), Pacific Ridge Capital Partners LLC ($14.71K), Los Angeles Capital Management LLC ($9.37K), LSV Asset Management ($8.38K), Vanguard Group Inc. ($7.53K), and Empowered Funds LLC ($7.37K).

How much institutional selling is happening at Peoples Financial Services?

Institutional investors have sold a total of 144,583 shares in the last 24 months. This volume of shares sold represents approximately $6.76M in transactions.



This page (NASDAQ:PFIS) was last updated on 4/20/2025 by MarketBeat.com Staff
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