Institutional Ownership Peoples Financial Services Corp. (PFIS)
This table provides information about the institutional ownership of Peoples Financial Services Corp. (PFIS). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
581,823
shares
|
$30.1 Million
0.0% of portfolio
|
Q2 2024
Added 17.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
495,597
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2024
Added 36.52%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
222,142
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
211,451
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
210,295
shares
|
$10.9 Million
5.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
181,656
shares
|
$9.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
81,162
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Added 29.3%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
68,245
shares
|
$3.53 Million
0.07% of portfolio
|
Q3 2024
Added 32.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
51,084
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
44,290
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 119.79%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
38,857
shares
|
$2.01 Million
1.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
37,972
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
30,427
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
29,486
shares
|
$1.53 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
28,655
shares
|
$1.48 Million
1.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,857
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
26,345
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,057
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
21,464
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 67.81%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,837
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
20,442
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 377.84%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
20,337
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
18,991
shares
|
$982,974
0.0% of portfolio
|
Q3 2024
Added 248.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
16,910
shares
|
$875,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
15,153
shares
|
$784,319
0.17% of portfolio
|
Q3 2024
New holding
|