Purchases and Sales Made in Q2 2025 in Peoples Financial Services Corp. (PFIS)
This table provides information about the institutional ownership of Peoples Financial Services Corp. (PFIS) during Q2 2025. The information is specifically focused on institutions that hold shares of PEOPLES FINANCIAL SERVICES CORP..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.64M - $2.08M
|
40.4K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.9K+ 7.43% |
$770K - $977K
|
274K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.4K+ 5.68% |
$506K - $642K
|
231K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
6.11K+ 65.05% |
$249K - $315K
|
15.5K
$789K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.28K+ 0.26% |
$51.9K - $65.8K
|
496K
$25.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.14K+ 4.31% |
$46.2K - $58.6K
|
27.5K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.1K+ 24.08% |
$44.8K - $56.8K
|
5.67K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
765+ 4.1% |
$31.1K - $39.5K
|
19.4K
$987K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
597+ 4.51% |
$24.3K - $30.8K
|
13.8K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
508+ 4.95% |
$20.7K - $26.2K
|
10.8K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
455+ 3.08% |
$18.5K - $23.5K
|
15.2K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
178+ 5933.33% |
$7.24K - $9.18K
|
181
$9.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
139+ 0.34% |
$5.65K - $7.17K
|
40.8K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 85.37% |
$4.27K - $5.42K
|
228
$11.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
83+ 42.13% |
$3.38K - $4.28K
|
280
$14.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.46% |
$2.64K - $3.35K
|
14.2K
$723K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 44.8% |
$2.28K - $2.89K
|
181
$9.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$935 - $1.19K
|
23
$1.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
23+ 2.73% |
$935 - $1.19K
|
864
$43.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.02% |
$407 - $516
|
49.1K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$203 - $258
|
5.41K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3- 0.03% |
$122 - $155
|
11.7K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-23- 16.08% |
$935 - $1.19K
|
120
$6.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-81- 29.45% |
$3.29K - $4.18K
|
194
$9.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.47% |
$7.16K - $9.08K
|
37.6K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-605- 7.61% |
$24.6K - $31.2K
|
7.34K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-650- 13.71% |
$26.4K - $33.5K
|
4.09K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.72K- 23.77% |
$69.8K - $88.5K
|
5.5K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.16K- 1.05% |
$88K - $112K
|
205K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.25K- 46.58% |
$132K - $168K
|
3.73K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 20.61% |
$237K - $301K
|
22.5K
$1.14M
|