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Peoples Financial Services (PFIS) Institutional Ownership

Peoples Financial Services logo
$69.44 +1.43 (+2.10%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$69.46 +0.02 (+0.03%)
As of 07/24/2026 07:34 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.
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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)
$13.58M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.82M
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PFIS Institutional Buying and Selling by Quarter

Peoples Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Alliance 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%
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%
1/26/2026 Peoples 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%
1/14/2026 Alliance Wealth Advisors LLC44,797$2.18M0.9%+19.0%0.448%
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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%
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%
10/29/2025 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%
10/24/2025Meeder 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%
8/15/2025Fidelity 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%
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%
8/7/2025Los 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%
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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%
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%


PFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 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 ($38.71K), Proficio Capital Partners LLC ($36.64K), and JPMorgan Chase & Co. ($35.17K).

Institutional investors have bought a total of 274,523 shares in the last 24 months. This purchase volume represents approximately $13.58M in transactions.

Of the 23 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), JPMorgan Chase & Co. ($8.25K), and Vanguard Group Inc. ($4.81K).

Institutional investors have sold a total of 199,964 shares in the last 24 months. This volume of shares sold represents approximately $9.82M in transactions.


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This page (NASDAQ:PFIS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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