Peoples Financial ServicesPFIS
13F holders, Q3 2024 (September 30)84holders +15
18new positions
4sold out
3famous investors
$46.87avg. 13F price*
At the end of Q3 2024, 84 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, up 15 from Q2 2024. 18 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($31.4M), Vanguard Group Inc. ($23.2M) and Peoples Financial Services Corp. ($10.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Peoples Financial Services
- CUSIP
- 711040105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.0M |
| Exits | 4 | $535K |
All 13F filers, Q2 2024 → Q3 2024: 521,640 shares bought and 61,823 shares sold, net +459,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| BlackRock, Inc. | 0.00% | — | 670,710 | $31.4M |
| Vanguard Group Inc. | 0.00% | Add +36.5% | 495,597 | $23.2M |
| Peoples Financial Services Corp. | 4.76% | Reduce -5.7% | 223,977 | $10.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +15.7% | 222,142 | $10.4M |
| Geode Capital Management, LLC | 0.00% | Add +14.9% | 211,451 | $9.9M |
| State Street Corp. | 0.00% | Add +6.6% | 181,656 | $8.5M |
| Northern Trust Corp. | 0.00% | Add +29.3% | 81,162 | $3.8M |
| Bridgeway Capital Management, LLC | 0.07% | Add +32.5% | 68,245 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +45.0% | 50,884 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +58.6% | 45,345 | $2.1M |
| Morgan Stanley | 0.00% | Add +119.8% | 44,290 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.5% | 43,189 | $2.0M |
| Alliance Wealth Advisors, LLC | 1.04% | Add +413.0% | 38,632 | $1.8M |
| Renaissance Technologies | 0.00% | Add +6.1% | 30,427 | $1.4M |
| Cutler Capital Management, LLC | 0.60% | New | 29,486 | $1.4M |
| Eagle Wealth Strategies LLC | 0.98% | Add +0.1% | 28,655 | $1.3M |
| Nuveen Asset Management, LLC | 0.00% | No change | 26,857 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.0% | 25,641 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 25,057 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +377.8% | 20,442 | $958K |
| American Century Companies Inc. | 0.00% | Reduce -9.1% | 20,337 | $953K |
| Goldman Sachs Group Inc. | 0.00% | Add +248.9% | 18,991 | $890K |
| LPL Financial LLC | 0.00% | New | 16,910 | $793K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | New | 15,153 | $710K |
| &partners | 0.01% | New | 13,055 | $612K |
| Commonwealth Equity Services, LLC | 0.00% | Add +48.6% | 12,998 | $609K |
| Rhumbline Advisers | 0.00% | Add +1.7% | 12,664 | $594K |
| Berkshire Asset Management LLC | 0.03% | No change | 12,791 | $583K |
| Stifel Financial Corp. | 0.00% | Add +60.2% | 12,308 | $577K |
| Barclays PLC | 0.00% | Add +304.8% | 12,270 | $575K |
| Stone House Investment Management, LLC | 0.11% | Add +0.4% | 11,690 | $548K |
| Jacobi Capital Management LLC | 0.04% | New | 10,793 | $506K |
| Alliancebernstein L.P. | 0.00% | Add +87.9% | 10,690 | $501K |
| STRS Ohio | 0.00% | No change | 9,900 | $464K |
| Invesco Ltd. | 0.00% | Reduce -49.2% | 9,896 | $464K |
| Bank of America Corp. | 0.00% | Reduce -13.7% | 9,373 | $439K |
| Focus Partners Wealth | 0.00% | New | 8,030 | $376K |
| Fidelity D & D Bancorp Inc. | 0.24% | Reduce -5.9% | 7,821 | $367K |
| RBF Capital, LLC | 0.02% | New | 7,300 | $342K |
| Citigroup Inc. | 0.00% | Add +210.9% | 7,098 | $333K |
| Savant Capital, LLC | 0.00% | New | 7,001 | $328K |
| Royal Bank of Canada | 0.00% | Add +19.4% | 6,945 | $326K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.6% | 6,768 | $317K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.9% | 6,723 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -5.4% | 6,599 | $309K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.2% | 6,140 | $288K |
| Deutsche Bank AG | 0.00% | Add +72.5% | 6,064 | $284K |
| Sabal Trust CO | 0.02% | No change | 6,009 | $282K |
| Millennium Management | 0.00% | Reduce -54.5% | 5,674 | $266K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,463 | $256K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,340 | $250K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +55.2% | 5,051 | $237K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 4,922 | $231K |
| Citadel Advisors | 0.00% | New | 4,901 | $230K |
| Martingale Asset Management L P | 0.01% | No change | 4,803 | $225K |
| UBS Group AG | 0.00% | Add +53.4% | 4,475 | $210K |
| Cresset Asset Management, LLC | 0.00% | New | 4,343 | $204K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +1.4% | 4,332 | $203K |
| New York State Common Retirement Fund | 0.00% | No change | 4,158 | $195K |
| SG Americas Securities, LLC | 0.00% | New | 3,185 | $149K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.4% | 2,009 | $94K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,000 | $94K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,921 | $90K |
| Uncommon Cents Investing LLC | 0.02% | New | 1,550 | $73K |
| Community Bank, N.A. | 0.01% | No change | 1,218 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +33.3% | 901 | $42K |
| Legal & General Group Plc | 0.00% | No change | 841 | $39K |
| California State Teachers Retirement System | 0.00% | No change | 667 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.3% | 437 | $20K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.3% | 425 | $20K |
| Aspire Private Capital, LLC | 0.00% | No change | 235 | $11K |
| Amalgamated Bank | 0.00% | No change | 244 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 164 | $8K |
| FMR LLC | 0.00% | Reduce -94.9% | 116 | $5K |
| Cwm, LLC | 0.00% | Add +167.6% | 99 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 54 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 60 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 24 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 22 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 14 | $656 |
| Earned Wealth Advisors, LLC | 0.00% | New | 13 | $609 |
| Arax Advisory Partners | 0.00% | No change | 9 | $422 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3 | $141 |
| Huntington National Bank | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.