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Peoples Financial Services (PFIS) Institutional Ownership

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$57.50 +0.01 (+0.02%)
As of 03:51 PM Eastern
This is a fair market value 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)
48
Total
Institutional Inflows
(last 12 months)
$13.72M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.48M
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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
5/13/2026First 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%
2/18/2026Mercer 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%
2/17/2026 Berkshire 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%
2/13/2026 Stifel 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%
2/13/2026State 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%
2/12/2026Renaissance 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%
2/11/2026Empowered 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%
2/10/2026Goldman 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%
2/2/2026 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%
1/14/2026Alliance 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%
1/1/2026JPMorgan 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%
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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%
11/13/2025 BNP Paribas Financial Markets4,824$234K0.0%+397.8%0.048%
11/13/2025Franklin 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%
11/13/2025First 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%
11/7/2025JPMorgan Chase & Co.10,619$516K0.0%+29.5%0.106%
11/6/2025 Rhumbline Advisers13,501$656K0.0%-2.5%0.135%
11/4/2025Jones 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%
8/15/2025Tower 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%
8/15/2025 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%
8/15/2025Bank of America Corp DE7,337$362K0.0%-13.7%0.073%
8/15/2025Ameriprise Financial Inc.12,145$600K0.0%+28.8%0.122%
8/14/2025 Jane Street Group LLC11,621$574K0.0%+10.7%0.116%
8/14/2025Raymond James Financial Inc.882$44K0.0%N/A0.009%
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%
8/12/2025 Rhumbline 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%
8/7/2025 Los Angeles Capital Management LLC4,090$202K0.0%-13.7%0.041%
7/17/2025 Peoples Financial Services CORP.204,660$10.10M5.0%-1.0%2.047%
7/10/2025 Wealth Enhancement Advisory Services LLC7,341$392K0.0%-7.6%0.073%
6/27/2025Goldman Sachs Group Inc.15,782$702K0.0%-37.5%0.158%
5/27/2025Jacobi Capital Management LLC10,268$457K0.0%-5.2%0.103%
5/19/2025Jane Street Group LLC10,497$467K0.0%N/A0.105%
5/16/2025Empowered Funds LLC40,651$1.81M0.0%+7.1%0.407%
5/16/2025Goldman Sachs Group Inc.15,782$702K0.0%-37.5%0.158%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,513$245K0.0%+4.4%0.055%
5/16/2025Bridgeway Capital Management LLC63,551$2.83M0.1%+4.4%0.636%
5/15/2025Royal Bank of Canada8,198$364K0.0%+44.8%0.082%
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5/14/2025Hotchkis & Wiley Capital Management LLC59,390$2.64M0.0%N/A0.594%
5/14/2025Cutler Capital Management LLC27,948$1.24M0.4%N/A0.280%
5/14/2025Stoneridge Investment Partners LLC4,573$203K0.2%N/A0.046%
5/14/2025Berkshire Asset Management LLC PA20,936$999K0.0%-2.5%0.209%
5/13/2025American Century Companies Inc.18,652$829K0.0%+13.9%0.187%
5/12/2025Nuveen LLC28,321$1.26M0.0%N/A0.283%
5/12/2025Invesco Ltd.9,272$412K0.0%-8.5%0.093%
5/9/2025Deutsche Bank AG7,219$321K0.0%-11.9%0.072%
5/9/2025Vanguard Group Inc.495,001$22.01M0.0%+1.4%4.952%
5/9/2025PNC Financial Services Group Inc.49,121$2.18M0.0%-3.8%0.491%


PFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 institutional investors and hedge funds held shares of Peoples Financial Services. The most heavily invested institutionals were 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), Northern Trust Corp ($4.24M), and Bridgeway Capital Management LLC ($3.60M).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 70 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 ($77.89K), Dimensional Fund Advisors LP ($61.72K), Hotchkis & Wiley Capital Management LLC ($59.39K), Geode Capital Management LLC ($39.91K), Alliance Wealth Advisors LLC ($38.49K), Proficio Capital Partners LLC ($36.64K), and JPMorgan Chase & Co. ($35.17K).

Institutional investors have bought a total of 280,264 shares in the last 24 months. This purchase volume represents approximately $13.72M in transactions.

Of the 25 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. ($115.03K), Millennium Management LLC ($22.84K), Goldman Sachs Group Inc. ($18.91K), Berkshire Asset Management LLC PA ($9.91K), Bank of New York Mellon Corp ($8.51K), JPMorgan Chase & Co. ($8.25K), and Renaissance Technologies LLC ($5.50K).

Institutional investors have sold a total of 215,832 shares in the last 24 months. This volume of shares sold represents approximately $10.48M in transactions.



This page (NASDAQ:PFIS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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