Peoples Financial ServicesPFIS

13F holders, Q2 2025 (June 30)
94holders +3
13new positions
9sold out
4famous investors
$49.38avg. 13F price*

At the end of Q2 2025, 94 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($32.4M), Vanguard Group Inc. ($24.5M) and Dimensional Fund Advisors LP ($13.5M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Peoples Financial Services
CUSIP
711040105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 68Q1 2024Q2 2024: 69Q2 2024Q3 2024: 84Q3 2024Q4 2024: 95Q4 2024Q1 2025: 91Q1 2025Q2 2025: 94Q2 2025Q3 2025: 102Q3 2025Q4 2025: 102Q4 2025Q1 2026: 114Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$4.1M
Exits9$1.8M

All 13F filers, Q1 2025 → Q2 2025: 156,731 shares bought and 115,999 shares sold, net +40,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

BlackRock, Inc. 0.00% Reduce -3.4% 656,264 $32.4M
Vanguard Group Inc. 0.00% Add +0.3% 496,277 $24.5M
Dimensional Fund Advisors LP 0.00% Add +7.4% 273,917 $13.5M
Geode Capital Management, LLC 0.00% Add +5.7% 231,462 $11.4M
State Street Corp. 0.00% Reduce -0.3% 205,897 $10.2M
Peoples Financial Services Corp. 4.99% Reduce -1.1% 204,660 $10.1M
Northern Trust Corp. 0.00% Reduce -1.4% 77,417 $3.8M
Hotchkis & Wiley Capital Management LLC 0.01% Add +12.8% 66,990 $3.3M
Bridgeway Capital Management, LLC 0.07% Add +0.2% 63,690 $3.1M
Bank of New York Mellon Corp 0.00% Add +4.2% 53,316 $2.6M
PNC Financial Services Group, Inc. 0.00% Add +0.0% 49,131 $2.4M
Empowered Funds, LLC 0.02% Add +0.3% 40,790 $2.0M
Segall Bryant & Hamill, LLC 0.03% New 40,361 $2.0M
Alliance Wealth Advisors, LLC 1.01% Reduce -0.5% 37,638 $1.9M
Morgan Stanley 0.00% Add +27.5% 36,133 $1.8M
Renaissance Technologies 0.00% Reduce -5.3% 32,112 $1.6M
Wells Fargo & Company 0.00% Add +6.8% 29,003 $1.4M
Eagle Wealth Strategies LLC 0.79% No change 28,655 $1.4M
Cutler Capital Management, LLC 0.59% No change 27,948 $1.4M
Millennium Management 0.00% Reduce -10.1% 27,480 $1.4M
Charles Schwab Investment Management Inc. 0.00% Add +4.3% 27,480 $1.4M
Nuveen, LLC 0.00% Reduce -20.6% 22,485 $1.1M
Berkshire Asset Management LLC 0.05% No change 20,936 $1.0M
American Century Companies Inc. 0.00% Add +4.1% 19,417 $959K
Barclays PLC 0.00% Add +65.0% 15,513 $766K
LPL Financial LLC 0.00% Add +3.1% 15,212 $751K
Cornerstone Advisors Asset Management, LLC 0.14% No change 15,153 $748K
Qube Research & Technologies Ltd 0.00% Add +4.5% 14,259 $704K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 14,218 $702K
Rhumbline Advisers 0.00% Add +4.5% 13,842 $683K
Susquehanna International Group, LLP 0.00% Reduce -0.5% 13,281 $656K
Two Sigma Investments, LP 0.00% Reduce -23.6% 12,357 $610K
&partners 0.00% Add +0.1% 12,345 $609K
Stifel Financial Corp. 0.00% No change 12,308 $608K
Ameriprise Financial Inc. 0.00% Add +28.8% 12,145 $600K
Stone House Investment Management, LLC 0.11% Reduce -0.0% 11,670 $576K
Jane Street Group, LLC 0.00% Add +10.7% 11,621 $574K
Fourthstone LLC 0.11% New 11,512 $568K
UBS Group AG 0.00% Reduce -20.7% 11,062 $546K
Jacobi Capital Management LLC 0.04% Add +5.0% 10,776 $532K
Invesco Ltd. 0.00% Add +1.4% 9,401 $464K
JPMorgan Chase & Co. 0.00% Reduce -50.1% 8,199 $405K
Focus Partners Wealth 0.00% Add +0.1% 8,042 $397K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.6% 7,341 $392K
Bank of America Corp. 0.00% Reduce -13.7% 7,337 $362K
Royal Bank of Canada 0.00% Reduce -15.4% 6,938 $343K
Janney Montgomery Scott LLC 0.00% No change 6,723 $332K
Alliancebernstein L.P. 0.00% Add +10.9% 6,600 $326K
First Trust Advisors LP 0.00% Add +6.3% 6,397 $316K
MetLife Investment Management, LLC 0.00% Add +17.7% 6,149 $304K
Hancock Whitney Corp. 0.01% New 6,009 $297K
Stoneridge Investment Partners LLC 0.21% Add +24.1% 5,674 $280K
Deutsche Bank AG 0.00% Reduce -23.8% 5,503 $272K
AQR Capital Management 0.00% New 5,473 $270K
Citadel Advisors 0.00% Reduce -70.6% 5,220 $258K
RBF Capital, LLC 0.01% No change 5,214 $257K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.5% 5,099 $252K
Two Sigma Advisers, LP 0.00% Reduce -15.5% 4,900 $242K
Quantinno Capital Management LP 0.00% New 4,576 $226K
T. Rowe Price Associates Inc. 0.00% New 4,412 $218K
Fidelity D & D Bancorp Inc. 0.13% New 4,321 $213K
Riggs Asset Managment Co. Inc. 0.05% Reduce -0.7% 4,182 $206K
New York State Common Retirement Fund 0.00% No change 4,158 $205K
Savant Capital, LLC 0.00% New 4,124 $204K
Los Angeles Capital Management LLC 0.00% Reduce -13.7% 4,090 $202K
Citigroup Inc. 0.00% Reduce -46.6% 3,729 $184K
Hoey Investments, Inc. 0.02% No change 2,471 $122K
Tower Research Capital LLC (TRC) 0.00% Add +896.8% 2,452 $121K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,188 $108K
State of Tennessee, Department of Treasury 0.00% New 2,095 $103K
Community Bank, N.A. 0.01% No change 1,218 $60K
BNP Paribas Financial Markets 0.00% Add +59.1% 969 $48K
Ameritas Investment Partners, Inc. 0.00% No change 901 $44K
Raymond James Financial Inc. 0.00% New 882 $44K
Legal & General Group Plc 0.00% Add +2.7% 864 $43K
CANADA LIFE ASSURANCE Co 0.00% Add +19.6% 739 $36K
California State Teachers Retirement System 0.00% No change 667 $33K
Amalgamated Bank 0.00% No change 318 $16K
Versant Capital Management, Inc 0.00% Add +42.1% 280 $14K
Sterling Capital Management LLC 0.00% Add +85.4% 228 $11K
GAMMA Investing LLC 0.00% Reduce -29.4% 194 $10K
Cwm, LLC 0.00% Add +44.8% 181 $9K
EverSource Wealth Advisors, LLC 0.00% Add +5933.3% 181 $9K
NewEdge Advisors, LLC 0.00% New 163 $8K
FMR LLC 0.00% Reduce -30.8% 137 $7K
Harbor Capital Advisors, Inc. 0.00% Reduce -16.1% 120 $6K
Jones Financial Companies LLLP 0.00% No change 60 $3K
Arax Advisory Partners 0.00% New 23 $1K
Glen Eagle Advisors, LLC 0.00% No change 14 $691
True Wealth Design, LLC 0.00% No change 7 $346
SBI Securities Co., Ltd. 0.00% No change 4 $197
Essential Partners LLC 0.00% — 3 $148
Nisa Investment Advisors, LLC 0.00% No change 3 $148
Huntington National Bank 0.00% No change 1 $49

"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.