Peoples Financial ServicesPFIS
13F holders, Q4 2024 (December 31)95holders +11
14new positions
6sold out
4famous investors
$51.17avg. 13F price*
At the end of Q4 2024, 95 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, up 11 from Q3 2024. 14 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($35.1M), Vanguard Group Inc. ($25.0M) and Dimensional Fund Advisors LP ($11.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.7M |
| Exits | 6 | $865K |
All 13F filers, Q3 2024 → Q4 2024: 210,918 shares bought and 81,948 shares sold, net +128,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| BlackRock, Inc. | 0.00% | Add +2.3% | 686,437 | $35.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 488,066 | $25.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.5% | 232,031 | $11.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 211,289 | $10.8M |
| Peoples Financial Services Corp. | 4.99% | Reduce -6.1% | 210,295 | $10.8M |
| State Street Corp. | 0.00% | Add +12.9% | 205,018 | $10.5M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 82,780 | $4.2M |
| Bridgeway Capital Management, LLC | 0.07% | Reduce -10.8% | 60,872 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +20.6% | 52,100 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 51,084 | $2.6M |
| Alliance Wealth Advisors, LLC | 1.14% | Add +0.6% | 38,857 | $2.0M |
| Empowered Funds, LLC | 0.03% | Reduce -16.3% | 37,972 | $1.9M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 37,531 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -15.7% | 37,347 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +69.3% | 34,612 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -4.6% | 29,027 | $1.5M |
| Eagle Wealth Strategies LLC | 1.06% | No change | 28,655 | $1.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.5% | 28,321 | $1.4M |
| Cutler Capital Management, LLC | 0.64% | Reduce -5.2% | 27,948 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 26,345 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 26,332 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.9% | 25,235 | $1.3M |
| Berkshire Asset Management LLC | 0.05% | Add +67.8% | 21,464 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -19.5% | 16,369 | $838K |
| Cornerstone Advisors Asset Management, LLC | 0.17% | No change | 15,153 | $776K |
| Citadel Advisors | 0.00% | Add +194.0% | 14,411 | $738K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 14,080 | $721K |
| Barclays PLC | 0.00% | Add +14.3% | 14,023 | $718K |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 13,451 | $688K |
| Rhumbline Advisers | 0.00% | Add +4.1% | 13,182 | $675K |
| &partners | 0.01% | Add +0.1% | 13,061 | $655K |
| Stifel Financial Corp. | 0.00% | No change | 12,308 | $630K |
| Bank of America Corp. | 0.00% | Add +31.0% | 12,276 | $628K |
| Stone House Investment Management, LLC | 0.15% | Add +0.1% | 11,702 | $599K |
| Jacobi Capital Management LLC | 0.04% | Add +0.3% | 10,828 | $554K |
| Invesco Ltd. | 0.00% | Add +2.5% | 10,138 | $519K |
| Walleye Capital LLC | 0.00% | New | 9,114 | $466K |
| Deutsche Bank AG | 0.00% | Add +35.1% | 8,193 | $419K |
| Focus Partners Wealth | 0.00% | No change | 8,030 | $411K |
| Fidelity D & D Bancorp Inc. | 0.27% | No change | 7,821 | $400K |
| Alliancebernstein L.P. | 0.00% | Reduce -28.1% | 7,690 | $394K |
| Citigroup Inc. | 0.00% | Add +8.2% | 7,677 | $393K |
| UBS Group AG | 0.00% | Add +70.3% | 7,622 | $390K |
| Millennium Management | 0.00% | Add +32.9% | 7,538 | $386K |
| Tudor Investment Corporation | 0.00% | New | 7,364 | $377K |
| State of Tennessee, Department of Treasury | 0.00% | New | 7,049 | $361K |
| Janney Montgomery Scott LLC | 0.00% | No change | 6,723 | $344K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.5% | 6,467 | $331K |
| First Trust Advisors LP | 0.00% | New | 6,060 | $310K |
| Sabal Trust CO | 0.02% | No change | 6,009 | $308K |
| Savant Capital, LLC | 0.00% | Reduce -15.0% | 5,951 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,880 | $301K |
| Royal Bank of Canada | 0.00% | Reduce -18.5% | 5,660 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,463 | $280K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -11.4% | 5,440 | $278K |
| Martingale Asset Management L P | 0.01% | Add +11.9% | 5,373 | $275K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,340 | $273K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 5,279 | $270K |
| RBF Capital, LLC | 0.01% | Reduce -28.6% | 5,214 | $267K |
| Maltese Capital Management LLC | 0.04% | New | 5,004 | $256K |
| Squarepoint Ops LLC | 0.00% | New | 4,665 | $239K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 4,577 | $234K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +0.8% | 4,369 | $224K |
| New York State Common Retirement Fund | 0.00% | No change | 4,158 | $213K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.6% | 4,100 | $210K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,073 | $208K |
| SG Americas Securities, LLC | 0.00% | Add +21.6% | 3,873 | $198K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 3,238 | $166K |
| Hoey Investments, Inc. | 0.02% | New | 2,471 | $126K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 2,188 | $112K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,000 | $102K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,921 | $98K |
| Community Bank, N.A. | 0.01% | No change | 1,218 | $62K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.1% | 1,122 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 901 | $46K |
| Legal & General Group Plc | 0.00% | No change | 841 | $43K |
| California State Teachers Retirement System | 0.00% | No change | 667 | $34K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +26.8% | 539 | $27K |
| R Squared Ltd | 0.02% | — | 310 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.8% | 285 | $15K |
| FMR LLC | 0.00% | Add +115.5% | 250 | $13K |
| Amalgamated Bank | 0.00% | No change | 244 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +841.7% | 226 | $12K |
| Versant Capital Management, Inc | 0.00% | New | 197 | $10K |
| Cwm, LLC | 0.00% | Add +19.2% | 118 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 60 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.9% | 53 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 22 | $1K |
| Creative Planning | 0.00% | New | 20 | $1K |
| GAMMA Investing LLC | 0.00% | New | 18 | $921 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $717 |
| SBI Securities Co., Ltd. | 0.00% | — | 4 | $205 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3 | $154 |
| Arax Advisory Partners | 0.00% | Reduce -88.9% | 1 | $52 |
| Huntington National Bank | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.