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 93 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $150 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
|
$29.2 Million
0.0% of portfolio
|
Q2 2024
Added 17.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
488,066
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
232,031
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
211,289
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
210,295
shares
|
$10.6 Million
5.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
205,018
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
82,780
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
60,872
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
51,084
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
38,857
shares
|
$1.95 Million
1.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
37,972
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
37,531
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37,347
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,612
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 69.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
29,027
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
28,655
shares
|
$1.44 Million
1.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,321
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
27,948
shares
|
$1.4 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
26,345
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
26,332
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
25,235
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
21,464
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Added 67.81%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,837
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
16,369
shares
|
$822,542
0.0% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
15,153
shares
|
$761,438
0.17% of portfolio
|
Q3 2024
New holding
|