Peoples Financial ServicesPFIS
13F holders, Q2 2024 (June 30)69holders +1
6new positions
8sold out
2famous investors
$45.54avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, up 1 from Q1 2024. 6 opened new positions and 8 sold out. The largest holders were BlackRock Inc. ($26.5M), Vanguard Group Inc. ($16.5M) and Peoples Financial Services Corp. ($10.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Peoples Financial Services
- CUSIP
- 711040105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 8 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 254,155 shares bought and 132,540 shares sold, net +121,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| BlackRock Inc. | 0.00% | Add +17.7% | 581,823 | $26.5M |
| Vanguard Group Inc. | 0.00% | Add +12.5% | 363,015 | $16.5M |
| Peoples Financial Services Corp. | 4.89% | Reduce -20.9% | 237,585 | $10.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.0% | 191,934 | $8.7M |
| Geode Capital Management, LLC | 0.00% | Add +22.7% | 183,988 | $8.4M |
| State Street Corp. | 0.00% | Add +14.0% | 170,420 | $7.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 62,770 | $2.9M |
| Bridgeway Capital Management, LLC | 0.05% | Add +4.0% | 51,492 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +19.9% | 47,178 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 35,082 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -12.5% | 28,681 | $1.3M |
| Eagle Wealth Strategies LLC | 1.05% | No change | 28,615 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +7.4% | 28,592 | $1.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +11.8% | 26,857 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +35.7% | 24,416 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 23,935 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -2.6% | 22,373 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 20,151 | $918K |
| Invesco Ltd. | 0.00% | Add +7.2% | 19,468 | $887K |
| Susquehanna International Group, LLP | 0.00% | Add +1.2% | 14,268 | $650K |
| Berkshire Asset Management LLC | 0.03% | New | 12,791 | $583K |
| Millennium Management | 0.00% | Reduce -32.8% | 12,478 | $568K |
| Rhumbline Advisers | 0.00% | Add +14.5% | 12,450 | $567K |
| Stone House Investment Management, LLC | 0.14% | Add +0.1% | 11,647 | $530K |
| Bank of America Corp. | 0.00% | Add +30.9% | 10,866 | $495K |
| STRS Ohio | 0.00% | Add +11.2% | 9,900 | $451K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 8,749 | $398K |
| Fidelity D & D Bancorp Inc. | 0.29% | No change | 8,312 | $379K |
| Stifel Financial Corp. | 0.00% | No change | 7,681 | $350K |
| Alliance Wealth Advisors, LLC | 0.22% | Reduce -4.1% | 7,530 | $343K |
| Jane Street Group, LLC | 0.00% | New | 6,978 | $318K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -25.0% | 6,840 | $311K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 6,410 | $292K |
| Sabal Trust CO | 0.02% | No change | 6,009 | $274K |
| Acadian Asset Management LLC | 0.00% | No change | 5,940 | $269K |
| Royal Bank of Canada | 0.00% | Add +14.0% | 5,817 | $265K |
| Alliancebernstein L.P. | 0.00% | Add +7.0% | 5,690 | $259K |
| Capstone Investment Advisors, LLC | 0.01% | New | 5,535 | $252K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.1% | 5,443 | $248K |
| MetLife Investment Management, LLC | 0.00% | Add +34.3% | 5,340 | $243K |
| Corebridge Financial, Inc. | 0.00% | — | 4,952 | $226K |
| Martingale Asset Management L P | 0.00% | Reduce -0.0% | 4,803 | $219K |
| JPMorgan Chase & Co. | 0.00% | Reduce -73.1% | 4,278 | $195K |
| Riggs Asset Managment Co. Inc. | 0.06% | No change | 4,274 | $195K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 4,158 | $189K |
| Deutsche Bank AG | 0.00% | Add +3.6% | 3,516 | $160K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $148K |
| Barclays PLC | 0.00% | Reduce -35.0% | 3,031 | $138K |
| UBS Group AG | 0.00% | Reduce -57.7% | 2,918 | $133K |
| Citigroup Inc. | 0.00% | Add +57.2% | 2,283 | $104K |
| FMR LLC | 0.00% | Add +503.2% | 2,262 | $103K |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.2% | 2,101 | $96K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,000 | $91K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,921 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5742.9% | 1,636 | $75K |
| Community Bank, N.A. | 0.01% | No change | 1,218 | $55K |
| Legal & General Group Plc | 0.00% | Add +39.7% | 841 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 676 | $31K |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 667 | $30K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.3% | 372 | $17K |
| Russell Investments Group, Ltd. | 0.00% | New | 303 | $14K |
| Amalgamated Bank | 0.00% | No change | 244 | $11K |
| Aspire Private Capital, LLC | 0.00% | No change | 235 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 60 | $3K |
| Cwm, LLC | 0.00% | Add +1750.0% | 37 | $2K |
| Arax Advisory Partners | 0.00% | New | 9 | $410 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3 | $137 |
| Huntington National Bank | 0.00% | No change | 1 | $46 |
| Covestor Ltd | 0.00% | Add +0.0% | 6 | $0 |
"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.