Peoples Financial ServicesPFIS
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 91 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, down 4 from Q4 2024. 12 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($30.2M), Vanguard Group Inc. ($22.0M) and Dimensional Fund Advisors LP ($11.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.1M |
| Exits | 15 | $5.0M |
All 13F filers, Q4 2024 → Q1 2025: 224,158 shares bought and 170,364 shares sold, net +53,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 679,022 | $30.2M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 495,001 | $22.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.9% | 254,975 | $11.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 219,015 | $9.7M |
| Peoples Financial Services Corp. | 4.42% | Reduce -1.6% | 206,823 | $9.2M |
| State Street Corp. | 0.00% | Add +0.8% | 206,605 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 78,516 | $3.5M |
| Bridgeway Capital Management, LLC | 0.07% | Add +4.4% | 63,551 | $2.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | New | 59,390 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 51,163 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 49,121 | $2.2M |
| Empowered Funds, LLC | 0.03% | Add +7.1% | 40,651 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.99% | Reduce -2.7% | 37,814 | $1.7M |
| Renaissance Technologies | 0.00% | Add +16.8% | 33,912 | $1.5M |
| Millennium Management | 0.00% | Add +305.4% | 30,561 | $1.4M |
| Eagle Wealth Strategies LLC | 0.78% | No change | 28,655 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -24.1% | 28,333 | $1.3M |
| Nuveen, LLC | 0.00% | — | 28,321 | $1.3M |
| Cutler Capital Management, LLC | 0.55% | No change | 27,948 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 27,149 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 26,345 | $1.2M |
| Berkshire Asset Management LLC | 0.05% | Reduce -2.5% | 20,936 | $999K |
| American Century Companies Inc. | 0.00% | Add +13.9% | 18,652 | $829K |
| Citadel Advisors | 0.00% | Add +23.1% | 17,746 | $789K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.5% | 16,447 | $731K |
| Two Sigma Investments, LP | 0.00% | New | 16,170 | $719K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.5% | 15,782 | $702K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 15,153 | $674K |
| LPL Financial LLC | 0.00% | Add +9.7% | 14,757 | $656K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 14,153 | $629K |
| UBS Group AG | 0.00% | Add +83.0% | 13,951 | $620K |
| Qube Research & Technologies Ltd | 0.00% | Add +235.1% | 13,649 | $607K |
| Susquehanna International Group, LLP | 0.00% | Add +106.4% | 13,348 | $594K |
| Rhumbline Advisers | 0.00% | Add +0.5% | 13,245 | $589K |
| &partners | 0.01% | Reduce -5.5% | 12,338 | $552K |
| Stifel Financial Corp. | 0.00% | No change | 12,308 | $547K |
| Stone House Investment Management, LLC | 0.11% | Reduce -0.3% | 11,673 | $519K |
| Jane Street Group, LLC | 0.00% | New | 10,497 | $467K |
| Jacobi Capital Management LLC | 0.03% | Reduce -5.2% | 10,268 | $457K |
| Ameriprise Financial Inc. | 0.00% | New | 9,432 | $419K |
| Barclays PLC | 0.00% | Reduce -33.0% | 9,399 | $418K |
| Invesco Ltd. | 0.00% | Reduce -8.5% | 9,272 | $412K |
| Bank of America Corp. | 0.00% | Reduce -30.7% | 8,506 | $378K |
| Royal Bank of Canada | 0.00% | Add +44.8% | 8,198 | $364K |
| Focus Partners Wealth | 0.00% | Add +0.0% | 8,032 | $357K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.1% | 7,946 | $353K |
| Deutsche Bank AG | 0.00% | Reduce -11.9% | 7,219 | $321K |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 6,980 | $310K |
| Janney Montgomery Scott LLC | 0.00% | No change | 6,723 | $299K |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 6,016 | $268K |
| Sabal Trust CO | 0.01% | No change | 6,009 | $267K |
| Alliancebernstein L.P. | 0.00% | Reduce -22.6% | 5,950 | $265K |
| Two Sigma Advisers, LP | 0.00% | New | 5,800 | $258K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 5,513 | $245K |
| Martingale Asset Management L P | 0.01% | No change | 5,373 | $239K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.1% | 5,225 | $232K |
| RBF Capital, LLC | 0.01% | No change | 5,214 | $232K |
| Intech Investment Management LLC | 0.00% | New | 5,126 | $228K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.9% | 4,740 | $211K |
| Polymer Capital Management (US) LLC | 0.06% | New | 4,624 | $206K |
| Stoneridge Investment Partners LLC | 0.17% | New | 4,573 | $203K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 4,510 | $201K |
| Riggs Asset Managment Co. Inc. | 0.05% | Reduce -3.6% | 4,213 | $187K |
| New York State Common Retirement Fund | 0.00% | No change | 4,158 | $185K |
| SG Americas Securities, LLC | 0.00% | Reduce -17.7% | 3,188 | $142K |
| Hoey Investments, Inc. | 0.02% | No change | 2,471 | $110K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,188 | $97K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,000 | $89K |
| Community Bank, N.A. | 0.01% | No change | 1,218 | $54K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 901 | $40K |
| Legal & General Group Plc | 0.00% | No change | 841 | $37K |
| California State Teachers Retirement System | 0.00% | No change | 667 | $30K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.7% | 609 | $27K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.7% | 618 | $27K |
| Amalgamated Bank | 0.00% | Add +30.3% | 318 | $14K |
| GAMMA Investing LLC | 0.00% | Add +1427.8% | 275 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -13.7% | 246 | $11K |
| FMR LLC | 0.00% | Reduce -20.8% | 198 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 197 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +169.8% | 143 | $6K |
| Cwm, LLC | 0.00% | Add +5.9% | 125 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.6% | 123 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 60 | $3K |
| US Bancorp \de | 0.00% | New | 54 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $623 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $623 |
| True Wealth Design, LLC | 0.00% | New | 7 | $312 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $178 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3 | $133 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3 | $133 |
| Huntington National Bank | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.