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 67 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,921
shares
|
$89,230
0.0% of portfolio
|
Q4 2022
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,636
shares
|
$75,992
0.0% of portfolio
|
Q2 2024
Added 5742.86%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
1,218
shares
|
$56,576
0.01% of portfolio
|
Q3 2023
New holding
|
|
Legal & General Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
841
shares
|
$39,064
0.0% of portfolio
|
Q2 2024
Added 39.7%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
676
shares
|
$31,400
0.0% of portfolio
|
Q2 2017
New holding
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2024 Q2 2024 |
667
shares
|
$30,982
0.0% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 12, 2024 Q2 2024 |
372
shares
|
$17,279
0.0% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
303
shares
|
$14,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
Amalgamated Bank
New York, NY |
Aug 12, 2024 Q2 2024 |
244
shares
|
$11,333
0.0% of portfolio
|
Q1 2024
Reduced 60.45%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
235
shares
|
$10,915
0.0% of portfolio
|
Q3 2020
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
60
shares
|
$2,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
37
shares
|
$1,718
0.0% of portfolio
|
Q2 2024
Added 1750.0%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
9
shares
|
$418
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
6
shares
|
$278
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
3
shares
|
$139
0.0% of portfolio
|
Q2 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|