PEOPLES FINL SVCS CORP (PFIS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
116
Reporting holders
$236.9M
Reported value
35.7%
Of shares outstanding
0.0%
Held as options
+10
Holder change
Institutions report 3,571,298 shares against 10,010,881 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $49.4M | 744,487 | 0.00% | 8q | +17.3%+$7.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.8M | 403,159 | 0.00% | 2q | +2.8%+$738.4K |
| DIMENSIONAL FUND ADVISORS LP | $22.5M | 339,265 | 0.00% | 31q | +7.2%+$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 249,636 | 0.00% | 31q | +6.1%+$947.1K |
| STATE STREET CORP | $14.1M | 212,476 | 0.00% | 31q | +6.0%+$799.2K |
| AMERICAN CENTURY COMPANIES INC | $13.5M | 202,754 | 0.01% | 11q | +70.3%+$5.6M |
| PEOPLES FINANCIAL SERVICES CORP. | $6.0M | 90,401 | 2.59% | 31q | -0.7%-$42.5K |
| NORTHERN TRUST CORP | $5.7M | 86,119 | 0.00% | 31q | +16.1%+$792.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.5M | 82,968 | 0.10% | 31q | +5.4%+$282.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.2M | 78,816 | 0.00% | 2q | +46.8%+$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $4.1M | 61,975 | 0.00% | 2q | +1.3%+$53.0K |
| Empowered Funds, LLC | $4.0M | 60,068 | 0.02% | 2q | +7.6%+$282.5K |
| Bank of New York Mellon Corp | $3.5M | 52,639 | 0.00% | 31q | +3.2%+$108.0K |
| MORGAN STANLEY | $3.3M | 49,157 | 0.00% | 35q | +47.8%+$1.1M |
| PNC Financial Services Group, Inc. | $3.2M | 48,429 | 0.00% | 31q | HELD |
| Alliance Wealth Advisors, LLC | $3.0M | 44,933 | 0.97% | 23q | +0.5%+$15.1K |
| SEGALL BRYANT & HAMILL, LLC | $2.5M | 37,621 | 0.03% | 5q | -6.4%-$171.9K |
| TWO SIGMA INVESTMENTS, LP | $2.3M | 34,944 | 0.00% | 6q | +59.3%+$863.4K |
| FIRST TRUST ADVISORS LP | $2.3M | 34,125 | 0.00% | 7q | +4.1%+$88.8K |
| WELLS FARGO & COMPANY/MN | $2.2M | 33,876 | 0.00% | 31q | -43.0%-$1.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $2.0M | 30,140 | 0.01% | 2q | +0.7%+$13.3K |
| Cutler Capital Management, LLC | $1.9M | 28,746 | 0.50% | 8q | HELD |
| EAGLE WEALTH STRATEGIES LLC | $1.9M | 28,655 | 0.73% | 11q | HELD |
| Quantinno Capital Management LP | $1.8M | 27,396 | 0.00% | 5q | +67.4%+$732.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.8M | 26,445 | 0.00% | 31q | +9.7%+$155.7K |
| Sixth Street Partners Management Company, L.P. | $1.8M | 26,445 | 0.00% | new | NEW |
| Nuveen, LLC | $1.5M | 23,227 | 0.00% | 6q | +13.5%+$183.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 21,565 | 0.00% | 5q | +109.4%+$747.8K |
| GOLDMAN SACHS GROUP INC | $1.3M | 19,298 | 0.00% | 4q | -31.0%-$574.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 15,640 | 0.00% | 4q | +168.9%+$652.0K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $1.0M | 15,153 | 0.13% | 8q | HELD |
| LPL Financial LLC | $939.5K | 14,156 | 0.00% | 8q | +15.5%+$126.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $936.4K | 14,108 | 0.00% | 25q | -4.3%-$41.6K |
| BANK OF AMERICA CORP /DE/ | $916.8K | 13,813 | 0.00% | 31q | +49.9%+$305.3K |
| CITIGROUP INC | $849.5K | 12,799 | 0.00% | 31q | +103.1%+$431.3K |
| &PARTNERS | $821.7K | 12,381 | 0.00% | 8q | HELD |
| RHUMBLINE ADVISERS | $793.0K | 11,949 | 0.00% | 31q | +4.9%+$37.0K |
| Stone House Investment Management, LLC | $785.3K | 11,832 | 0.10% | 26q | +16.2%+$109.6K |
| Jacobi Capital Management LLC | $760.0K | 11,451 | 0.04% | 8q | HELD |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $742.5K | 11,188 | 0.03% | 9q | HELD |
| Archer Investment Corp | $663.7K | 10,000 | 0.06% | 2q | +100.0%+$331.9K |
| Invesco Ltd. | $652.2K | 9,826 | 0.00% | 10q | -14.4%-$109.7K |
| DEUTSCHE BANK AG\ | $612.9K | 9,235 | 0.00% | 34q | +26.3%+$127.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $600.4K | 9,046 | 0.00% | new | NEW |
| Riggs Asset Managment Co. Inc. | $589.8K | 8,887 | 0.11% | 31q | HELD |
| Focus Partners Wealth | $586.8K | 8,841 | 0.00% | 8q | +2.8%+$16.1K |
| XTX Topco Ltd | $557.5K | 8,400 | 0.01% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $478.5K | 7,209 | 0.00% | 4q | -12.1%-$66.0K |
| MILLENNIUM MANAGEMENT LLC | $437.2K | 6,588 | 0.00% | 2q | +28.7%+$97.6K |
| HANCOCK WHITNEY CORP | $398.8K | 6,009 | 0.01% | 5q | HELD |
| ALLIANCEBERNSTEIN L.P. | $394.6K | 7,400 | 0.00% | 13q | +12.1%+$42.7K |
| Sequoia Financial Advisors, LLC | $393.0K | 5,921 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $390.2K | 5,879 | 0.00% | 31q | -64.4%-$706.7K |
| UBS Group AG | $388.2K | 5,849 | 0.00% | 31q | +38.0%+$107.0K |
| ROYAL BANK OF CANADA | $370.0K | 5,576 | 0.00% | 31q | +1.0%+$3.6K |
| ExodusPoint Capital Management, LP | $367.8K | 5,541 | 0.00% | new | NEW |
| LVW Advisors, LLC | $350.6K | 5,283 | 0.03% | 4q | -2.0%-$7.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $350.2K | 5,265 | 0.00% | 7q | +15.0%+$45.6K |
| JPMORGAN CHASE & CO | $350.1K | 5,282 | 0.00% | 31q | +5.6%+$18.7K |
| MetLife Investment Management, LLC | $346.8K | 5,225 | 0.00% | 20q | HELD |
| RBF Capital, LLC | $346.1K | 5,214 | 0.01% | 8q | HELD |
| SEIZERT CAPITAL PARTNERS, LLC | $343.4K | 5,174 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $335.5K | 5,055 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $318.6K | 4,800 | 0.00% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $317.2K | 4,780 | 0.00% | 2q | +2.6%+$8.0K |
| Russell Investments Group, Ltd. | $313.7K | 4,727 | 0.00% | 4q | +567.7%+$266.7K |
| Savant Capital, LLC | $299.9K | 5,011 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $293.7K | 4,425 | 0.00% | 8q | +1463.6%+$274.9K |
| AMERIPRISE FINANCIAL INC | $290.4K | 4,375 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $288.7K | 4,350 | 0.00% | 9q | -1.9%-$5.5K |
| FIDELITY D & D BANCORP INC | $280.1K | 4,221 | 0.10% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $276.0K | 4,158 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $270.6K | 4,076 | 0.00% | new | NEW |
| Cresset Asset Management, LLC | $245.4K | 3,698 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $239.5K | 3,609 | 0.00% | 2q | HELD |
| Man Group plc | $233.3K | 3,515 | 0.00% | new | NEW |
| Creative Planning | $232.8K | 3,508 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $217.0K | 3,269 | 0.01% | 25q | +161.7%+$134.1K |
| Waldron Private Wealth LLC | $216.0K | 3,255 | 0.01% | new | NEW |
| Van Hulzen Asset Management, LLC | $214.9K | 3,238 | 0.02% | new | NEW |
| IEQ CAPITAL, LLC | $201.4K | 3,034 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $189.0K | 2,847 | 0.00% | 7q | HELD |
| HOEY INVESTMENTS, INC | $164.0K | 2,471 | 0.02% | 7q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $117.5K | 1,770 | 0.00% | new | NEW |
| BARCLAYS PLC | $91.1K | 1,372 | 0.00% | 31q | -33.4%-$45.6K |
| BNP PARIBAS FINANCIAL MARKETS | $87.8K | 1,323 | 0.00% | 31q | -33.5%-$44.2K |
| Farther Finance Advisors, LLC | $84.7K | 1,276 | 0.00% | 3q | HELD |
| Community Bank, N.A. | $80.8K | 1,218 | 0.01% | 31q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $66.0K | 996 | 0.00% | 3q | HELD |
| Legal & General Group Plc | $61.1K | 921 | 0.00% | 31q | +9.3%+$5.2K |
| Ameritas Investment Partners, Inc. | $59.8K | 901 | 0.00% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $53.8K | 803 | 0.00% | 9q | HELD |
| FMR LLC | $47.4K | 715 | 0.00% | 26q | +188.3%+$31.0K |
| Versant Capital Management, Inc | $37.4K | 564 | 0.00% | 7q | HELD |
| Arax Advisory Partners | $24.8K | 373 | 0.00% | 5q | +554.4%+$21.0K |
| GAMMA Investing LLC | $11.2K | 168 | 0.00% | 7q | +14.3%+$1.4K |
| Integrated Wealth Concepts LLC | $10.1K | 152 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $5.9K | 89 | 0.00% | new | NEW |
| Allworth Financial LP | $3.1K | 47 | 0.00% | 2q | +74.1%+$1.3K |
| Parallel Advisors, LLC | $3.1K | 47 | 0.00% | 2q | HELD |
Showing the largest 100 of 123 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 116 | $236.9M | 3,571,298 | 22 | 49 | 14 | 0.0% |
| Q1 2026 | 106 | $167.8M | 3,146,268 | 12 | 23 | 31 | 0.0% |
| Q4 2025 | 93 | $145.8M | 2,992,709 | 10 | 26 | 32 | 0.0% |
| Q3 2025 | 92 | $150.2M | 3,086,417 | 15 | 31 | 18 | 0.0% |
| Q2 2025 | 87 | $154.0M | 3,118,460 | 12 | 26 | 21 | 0.0% |
| Q1 2025 | 83 | $137.0M | 3,079,340 | 11 | 19 | 28 | 0.0% |
| Q4 2024 | 88 | $156.0M | 3,047,529 | 14 | 27 | 21 | 0.0% |
| Q3 2024 | 77 | $137.0M | 2,922,550 | 17 | 26 | 14 | 0.0% |
| Q2 2024 | 62 | $107.5M | 2,359,628 | 6 | 23 | 15 | 0.0% |
| Q1 2024 | 58 | $97.6M | 2,264,536 | 4 | 15 | 18 | 0.0% |
| Q4 2023 | 59 | $107.7M | 2,212,261 | 12 | 19 | 11 | 0.0% |
| Q3 2023 | 49 | $82.6M | 2,059,989 | 0 | 13 | 20 | 0.0% |
| Q2 2023 | 52 | $94.1M | 2,148,522 | 4 | 12 | 15 | 0.0% |
| Q1 2023 | 49 | $91.4M | 2,109,011 | 1 | 12 | 16 | 0.0% |
| Q4 2022 | 47 | $96.0M | 1,851,867 | 2 | 16 | 9 | 0.0% |
| Q3 2022 | 64 | $101.8M | 2,173,702 | 3 | 16 | 22 | 0.0% |
| Q2 2022 | 66 | $125.1M | 2,240,386 | 6 | 19 | 19 | 0.0% |
| Q1 2022 | 64 | $108.2M | 2,143,281 | 7 | 12 | 17 | 0.0% |
| Q4 2021 | 60 | $111.4M | 2,117,356 | 5 | 17 | 15 | 0.0% |
| Q3 2021 | 62 | $92.4M | 2,030,025 | 10 | 19 | 12 | 0.0% |
| Q2 2021 | 55 | $83.4M | 1,958,790 | 3 | 13 | 21 | 0.0% |
| Q1 2021 | 60 | $86.1M | 2,041,526 | 6 | 17 | 18 | 0.0% |
| Q4 2020 | 56 | $73.2M | 1,991,873 | 2 | 15 | 17 | 0.0% |
| Q3 2020 | 58 | $68.4M | 1,967,581 | 1 | 12 | 20 | 0.0% |
| Q2 2020 | 60 | $76.5M | 2,004,978 | 7 | 19 | 13 | 0.0% |
| Q1 2020 | 54 | $79.7M | 2,006,885 | 4 | 19 | 15 | 0.0% |
| Q4 2019 | 62 | $105.6M | 2,097,364 | 8 | 20 | 13 | 0.0% |
| Q3 2019 | 56 | $88.7M | 1,958,795 | 4 | 18 | 9 | 0.0% |
| Q2 2019 | 56 | $85.8M | 1,906,863 | 6 | 23 | 7 | 0.0% |
| Q1 2019 | 58 | $84.6M | 1,871,197 | 6 | 14 | 13 | 0.0% |
| Q4 2018 | 55 | $83.5M | 1,896,405 | 0 | 2 | 1 | 0.0% |