Institutional Ownership Peoples Financial Services Corp. (PFIS)

PFIS Quotes by TradingView

This table provides information about the institutional ownership of Peoples Financial Services Corp. (PFIS). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 3 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
Tower Research Capital LLC (Trc)

New York, NY

 		May 15, 2025 Q1 2025
246
shares
$11,682 0.0% of portfolio
Q1 2025 Reduced 13.68%
Sterling Capital Management LLC

Charlotte, NC

 		Aug 06, 2025 Q2 2025
228
shares
$10,827 0.0% of portfolio
Q2 2025 Added 85.37%
Gamma Investing LLC

Foster City, CA

 		Jul 14, 2025 Q2 2025
194
shares
$9,213 0.0% of portfolio
Q2 2025 Reduced 29.45%
Cwm, LLC

Jul 25, 2025 Q2 2025
181
shares
$8,595 0.0% of portfolio
Q2 2025 Added 44.8%
Harbor Capital Advisors, Inc.

Jul 09, 2025 Q2 2025
120
shares
$5,698 0.0% of portfolio
Q2 2025 Reduced 16.08%
Jones Financial Companies Lllp

May 28, 2025 Q1 2025
60
shares
$2,849 0.0% of portfolio
Q1 2025 Reduced 80.58%
Glen Eagle Advisors, LLC

Kingston, NJ

 		May 15, 2025 Q1 2025
14
shares
$664 0.0% of portfolio
Q3 2024 New holding
True Wealth Design, LLC

Akron, OH

 		May 13, 2025 Q1 2025
7
shares
$332 0.0% of portfolio
Q1 2025 New holding
Sbi Securities Co., Ltd.

Tokyo, M0

 		May 01, 2025 Q1 2025
4
shares
$189 0.0% of portfolio
Q4 2024 New holding
Ever Source Wealth Advisors, LLC

May 13, 2025 Q1 2025
3
shares
$142 0.0% of portfolio
Q1 2025 New holding
Huntington National Bank

Columbus, OH

 		Aug 05, 2025 Q2 2025
1
shares
$47 0.0% of portfolio
Q4 2023 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		May 14, 2025 Q1 2025
0
shares
$0 100.0% of portfolio
Q1 2025 New holding
Ifp Advisors, Inc

Jul 24, 2025 Q2 2025
0
shares
$0 0.0% of portfolio
Q2 2025 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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