PEOPLES FINANCIAL SERVICES PFIS
$67.12
-1.3% 52w: $43.04 – $68.03
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data43.0455.5468.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+11 QoQ
13F value
$167.5M
+13.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$717 calls / — puts
Institutional value by quarter
Number of holders
Who owns PFIS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 634.7K | $33.8M | 0.0% | -2.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 392.0K | $20.9M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 316.6K | $16.9M | 0.0% | +5.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 235.4K | $12.6M | 0.0% | +2.3% |
| STATE STREET CORP | Index provider | 200.4K | $10.7M | 0.0% | -3.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 119.0K | $6.3M | 0.0% | +136.0% |
| PEOPLES FINANCIAL SERVICES CORP. | Other | 91.0K | $4.9M | 2.3% | -0.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 78.7K | $4.2M | 0.1% | +6.7% |
| NORTHERN TRUST CORP | Index provider | 74.2K | $4.0M | 0.0% | +5.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 61.2K | $3.3M | 0.0% | — |
| Empowered Funds, LLC | Diversified mechanical | 55.8K | $3.0M | 0.0% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 53.7K | $2.9M | 0.0% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 51.0K | $2.7M | 0.0% | -14.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 48.4K | $2.6M | 0.0% | -1.3% |
| Alliance Wealth Advisors, LLC | Wealth advisor | 44.7K | $2.4M | 1.1% | -0.2% |
| SEGALL BRYANT & HAMILL, LLC | Other | 40.2K | $2.1M | 0.0% | -0.2% |
| MORGAN STANLEY | Bank broker | 33.3K | $1.8M | 0.0% | -30.4% |
| FIRST TRUST ADVISORS LP | Index provider | 32.8K | $1.7M | 0.0% | -0.7% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 29.9K | $1.6M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 29.7K | $1.6M | 0.0% | -18.8% |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 28.7K | $1.5M | 0.5% | Held |
| EAGLE WEALTH STRATEGIES LLC | Wealth advisor | 28.7K | $1.5M | 0.7% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 27.9K | $1.5M | 0.0% | +41.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 24.1K | $1.3M | 0.0% | -11.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 21.9K | $1.2M | 0.0% | +10.5% |
| Nuveen, LLC | Diversified mechanical | 20.5K | $1.1M | 0.0% | +0.7% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 16.5K | $881K | 0.0% | -18.7% |
| Quantinno Capital Management LP | Diversified mechanical | 16.4K | $873K | 0.0% | +41.2% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 15.2K | $808K | 0.1% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 14.7K | $786K | 0.0% | -8.9% |
| &PARTNERS | Diversified mechanical | 12.4K | $660K | 0.0% | +0.1% |
| LPL Financial LLC | Bank broker | 12.3K | $654K | 0.0% | +1.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 12.2K | $653K | 0.0% | Held |
| Invesco Ltd. | Index provider | 11.5K | $612K | 0.0% | -3.4% |
| Jacobi Capital Management LLC | Wealth advisor | 11.4K | $609K | 0.0% | +6.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 11.4K | $609K | 0.0% | Held |
| RHUMBLINE ADVISERS | Diversified mechanical | 11.4K | $607K | 0.0% | -2.8% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | Other | 11.2K | $597K | 0.0% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 10.3K | $549K | 0.0% | -17.6% |
| Stone House Investment Management, LLC | Wealth advisor | 10.2K | $543K | 0.1% | +0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.2K | $491K | 0.0% | -21.8% |
| Riggs Asset Managment Co. Inc. | Other | 8.9K | $473K | 0.1% | -4.0% |
| Focus Partners Wealth | Wealth advisor | 8.6K | $459K | 0.0% | +6.5% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 8.2K | $438K | 0.0% | -3.6% |
| DEUTSCHE BANK AG\ | Bank broker | 7.3K | $390K | 0.0% | Held |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 6.3K | $339K | 0.0% | +13.8% |
| CITIGROUP INC | Bank broker | 6.3K | $336K | 0.0% | +216.3% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 6.6K | $321K | 0.0% | Held |
| HANCOCK WHITNEY CORP | Other | 6.0K | $320K | 0.0% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.8K | $310K | 0.0% | +5.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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