Peoples Financial ServicesPFIS
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 102 institutions reported holding Peoples Financial Services (PFIS) in their 13F filings, up 8 from Q2 2025. 16 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($31.3M), Vanguard Group Inc. ($23.9M) and Dimensional Fund Advisors LP ($13.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Peoples Financial Services
- CUSIP
- 711040105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.1M |
| Exits | 10 | $6.2M |
All 13F filers, Q2 2025 → Q3 2025: 178,166 shares bought and 207,947 shares sold, net −29,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 643,333 | $31.3M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 491,464 | $23.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.9% | 284,633 | $13.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 231,699 | $11.3M |
| State Street Corp. | 0.00% | Add +1.9% | 209,731 | $10.2M |
| Peoples Financial Services Corp. | 4.13% | Reduce -8.0% | 188,308 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 76,493 | $3.7M |
| Bridgeway Capital Management, LLC | 0.07% | Add +8.2% | 68,927 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 53,854 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 49,029 | $2.4M |
| Empowered Funds, LLC | 0.02% | Add +12.8% | 46,027 | $2.2M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -0.1% | 40,305 | $2.0M |
| Alliance Wealth Advisors, LLC | 0.91% | No change | 37,638 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 35,239 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +429.7% | 33,886 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +10.9% | 32,153 | $1.6M |
| Eagle Wealth Strategies LLC | 0.69% | No change | 28,655 | $1.4M |
| Cutler Capital Management, LLC | 0.54% | No change | 27,948 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.4% | 26,809 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -19.6% | 25,827 | $1.3M |
| Nuveen, LLC | 0.00% | No change | 22,485 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +14.3% | 22,185 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +48.2% | 21,132 | $1.0M |
| Berkshire Asset Management LLC | 0.04% | Add +0.8% | 21,096 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 18,834 | $916K |
| Jane Street Group, LLC | 0.00% | Add +57.3% | 18,283 | $889K |
| Two Sigma Investments, LP | 0.00% | Add +43.5% | 17,727 | $862K |
| LPL Financial LLC | 0.00% | Add +3.1% | 15,680 | $762K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.7% | 15,317 | $745K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | No change | 15,153 | $737K |
| AQR Capital Management | 0.00% | Add +168.1% | 14,673 | $713K |
| Barclays PLC | 0.00% | Reduce -8.9% | 14,134 | $687K |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 13,501 | $656K |
| Invesco Ltd. | 0.00% | Add +38.2% | 12,989 | $631K |
| &partners | 0.00% | Add +0.1% | 12,351 | $600K |
| Stifel Financial Corp. | 0.00% | No change | 12,308 | $598K |
| Stone House Investment Management, LLC | 0.10% | Add +0.1% | 11,683 | $568K |
| Jacobi Capital Management LLC | 0.03% | Add +0.3% | 10,810 | $525K |
| JPMorgan Chase & Co. | 0.00% | Add +29.5% | 10,619 | $516K |
| Riggs Asset Managment Co. Inc. | 0.10% | Add +123.7% | 9,357 | $455K |
| Focus Partners Wealth | 0.00% | Add +0.5% | 8,081 | $393K |
| UBS Group AG | 0.00% | Reduce -27.7% | 8,001 | $389K |
| Bank of America Corp. | 0.00% | Add +7.5% | 7,885 | $383K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.8% | 7,768 | $366K |
| Quantinno Capital Management LP | 0.00% | Add +63.8% | 7,497 | $364K |
| Deutsche Bank AG | 0.00% | Add +32.9% | 7,313 | $355K |
| Meeder Asset Management Inc. | 0.02% | New | 7,292 | $354K |
| Janney Montgomery Scott LLC | 0.00% | No change | 6,723 | $327K |
| Alliancebernstein L.P. | 0.00% | No change | 6,600 | $321K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,473 | $315K |
| Stoneridge Investment Partners LLC | 0.20% | Add +8.0% | 6,125 | $298K |
| Hancock Whitney Corp. | 0.01% | No change | 6,009 | $292K |
| Franklin Resources Inc. | 0.00% | New | 5,554 | $270K |
| Quadrature Capital Ltd | 0.00% | New | 5,546 | $269K |
| LVW Advisors, LLC | 0.03% | New | 5,393 | $262K |
| Shorepoint Capital Partners LLC | 0.05% | — | 2,342 | $256K |
| MetLife Investment Management, LLC | 0.00% | Reduce -15.0% | 5,225 | $254K |
| RBF Capital, LLC | 0.01% | No change | 5,214 | $253K |
| HRT Financial LP | 0.00% | New | 5,054 | $245K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.9% | 4,936 | $240K |
| BNP Paribas Financial Markets | 0.00% | Add +397.8% | 4,824 | $234K |
| Millennium Management | 0.00% | Reduce -83.1% | 4,640 | $226K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.0% | 4,385 | $213K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,380 | $213K |
| Fidelity D & D Bancorp Inc. | 0.11% | Reduce -2.3% | 4,221 | $205K |
| New York State Common Retirement Fund | 0.00% | No change | 4,158 | $202K |
| Semanteon Capital Management, LP | 0.25% | New | 4,117 | $200K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.7% | 2,838 | $138K |
| Hoey Investments, Inc. | 0.02% | No change | 2,471 | $120K |
| Royal Bank of Canada | 0.00% | Reduce -65.7% | 2,383 | $116K |
| Community Bank, N.A. | 0.01% | No change | 1,218 | $59K |
| Cwm, LLC | 0.00% | Add +434.3% | 967 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 901 | $44K |
| Jones Financial Companies LLLP | 0.00% | Add +1338.3% | 863 | $43K |
| Legal & General Group Plc | 0.00% | No change | 864 | $42K |
| Russell Investments Group, Ltd. | 0.00% | New | 771 | $37K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.3% | 737 | $36K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 668 | $32K |
| Sterling Capital Management LLC | 0.00% | Add +154.4% | 580 | $28K |
| State of Alaska, Department of Revenue | 0.00% | New | 396 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.4% | 333 | $16K |
| FMR LLC | 0.00% | Add +135.0% | 322 | $16K |
| Amalgamated Bank | 0.00% | No change | 318 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $14K |
| Arax Advisory Partners | 0.00% | Add +1100.0% | 276 | $13K |
| GAMMA Investing LLC | 0.00% | Add +14.9% | 223 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.6% | 202 | $10K |
| Quarry LP | 0.00% | New | 166 | $8K |
| Citigroup Inc. | 0.00% | Reduce -96.3% | 137 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.4% | 133 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -19.2% | 97 | $5K |
| Essential Partners LLC | 0.00% | Add +3100.0% | 96 | $5K |
| Optiver Holding B.V. | 0.00% | New | 84 | $4K |
| Quadrant Capital Group LLC | 0.00% | New | 37 | $2K |
| Allworth Financial LP | 0.00% | New | 27 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $681 |
| True Wealth Design, LLC | 0.00% | Add +85.7% | 13 | $632 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 9 | $437 |
| Rothschild Investment LLC | 0.00% | New | 5 | $243 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $194 |
"% of holder's portfolio" is PFIS's weight in each manager's 13F, not the share of Peoples Financial Services the manager owns.