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 91 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
318
shares
|
$16,752
0.0% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
280
shares
|
$14,750
0.0% of portfolio
|
Q2 2025
Added 42.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
246
shares
|
$12,959
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
125
shares
|
$6,585
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
123
shares
|
$6,479
0.0% of portfolio
|
Q1 2025
Reduced 45.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
120
shares
|
$6,321
0.0% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
60
shares
|
$3,160
0.0% of portfolio
|
Q1 2025
Reduced 80.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
54
shares
|
$2,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
14
shares
|
$737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
14
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3
shares
|
$158
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3
shares
|
$158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$52
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
|