Peoples Financial ServicesPFIS
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.1M |
| Exits | 9 | $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.