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 92 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
618
shares
|
$30,609
0.0% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
318
shares
|
$15,750
0.0% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
309
shares
|
$15,304
0.0% of portfolio
|
Q1 2025
Added 415.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
246
shares
|
$12,184
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
197
shares
|
$9,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
143
shares
|
$7,082
0.0% of portfolio
|
Q1 2025
Added 169.81%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
125
shares
|
$6,191
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
123
shares
|
$6,092
0.0% of portfolio
|
Q1 2025
Reduced 45.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
54
shares
|
$2,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
14
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
14
shares
|
$693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3
shares
|
$148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3
shares
|
$148
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$49
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
|