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Peoples Financial Services Ownership | Who Owns Peoples Financial Services?

OverviewRevenueFinancialsChart

Peoples Financial Services Ownership Summary

Peoples Financial Services is owned by 31.49% institutional investors, 8.00% insiders, and 60.51% retail investors. Blackrock is the largest institutional shareholder, holding 8.25% of PFIS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.76% of its assets in Peoples Financial Services shares.

PFIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPeoples Financial Services31.49%8.00%60.51%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks54.08%12.36%33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Blackrock funding, inc. /de656.26K6.57%$32.40M
Vanguard group488.07K4.89%$24.98M
State street170.42K2.42%$7.76M
Dimensional fund advisors lp232.03K2.32%$11.88M
Geode capital management211.29K2.12%$10.82M
Peoples financial services204.66K2.05%$10.10M
Northern trust62.77K0.89%$2.86M
Hotchkis & wiley capital management66.99K0.67%$3.31M
Bridgeway capital management60.87K0.61%$3.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services204.66K4.99%$10.10M
Alliance wealth advisors37.64K0.95%$1.86M
Eagle wealth strategies28.66K0.79%$1.41M
Cutler capital management27.95K0.48%$1.38M
Stoneridge investment partners5.67K0.21%$280.00K
Stone house investment management11.70K0.15%$598.91K
Fidelity d & d bancorp4.32K0.13%$213.33K
Bridgeway capital management60.87K0.07%$3.12M
Riggs asset managment4.18K0.05%$206.46K
Berkshire asset management llc/pa20.94K0.05%$1.03M

Top Buyers

HolderShares% AssetsChange
Blackrock581.82K0.00%87.67K
State street170.42K0.00%20.94K
Jpmorgan chase34.61K0.00%14.17K
Dimensional fund advisors lp232.03K0.00%9.89K
Bank of new york mellon52.10K0.00%8.91K

Top Sellers

HolderShares% AssetsChange
Segall bryant & hamill---37.53K
Blackrock funding, inc. /de656.26K0.00%-22.76K
Proficio capital partners---18.32K
Citadel advisors---11.92K
Quadrature capital---10.71K

New Positions

HolderShares% AssetsChangeValue
First trust advisors lp6.06K0.00%6.06K$310.15K
Hancock whitney6.01K0.01%6.01K$296.66K
Raymond james financial882.00-882.00$43.52K
Russell investments group303.00-303.00$13.80K
Newedge advisors163.00-163.00$8.05K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Capital performance advisors llp-13.00
Physician wealth advisors-14.00
Creative planning-20.00
Richard w. paul & associates-22.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025931.09%3,147,2031.05%313.24%4720.51%26-13.33%
Mar 31, 202591-6.19%3,104,5650.94%313.28%40-21.57%2926.09%
Dec 31, 202446-46.51%2,107,132-27.98%211.23%24-53.85%11-21.43%
Sep 30, 20248525.00%2,918,01522.76%413.64%5244.44%13-23.53%
Jun 30, 2024681.49%2,377,1025.78%333.32%3671.43%17-34.62%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF275.84K2.76%-
Vanguard Total Stock Mkt Idx Inv274.86K2.75%-6.10K
iShares Russell 2000 ETF222.89K2.23%-4.20K
Vanguard Institutional Extnd Mkt Idx Tr100.57K1.01%-42.07K
Fidelity Small Cap Index94.61K0.95%596.00
iShares Russell 2000 Value ETF72.22K0.72%54.00
State St Russell Sm/Mid Cp® Indx NL Cl C55.90K0.56%260.00
State St Russell Sm/Mid Cp® Indx SL Cl I55.10K0.55%-
DFA US Small Cap Value I52.66K0.53%1.50K
Fidelity Extended Market Index52.06K0.52%-136.00

Recent Insider Transactions

DateNameRoleActivityValue
Aug 15, 2025LOCHEN RICHARD S JR-Buy$5.01K
Aug 06, 2025LOCHEN RICHARD S JR-Buy$47.67K
Mar 05, 2025LOCHEN RICHARD S JR-Buy$32.98K
Mar 05, 2025LOCHEN RICHARD S JR-Buy$14.14K
Nov 27, 2024BEST CRAIG W CEOSell$142.54K

Insider Transactions Trends

DateBuySell
2025 Q31-
2025 Q2--
2025 Q12-
2024 Q4-4
2024 Q38-

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 31.49%, followed by 8.00% insiders and 60.51% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 54.08%, which Peoples Financial Services falls below.

Who owns the most shares of Peoples Financial Services?

Peoples Financial Services’s largest shareholders are Blackrock (581.82K shares, 8.25%), Blackrock funding, inc. /de (656.26K shares, 6.57%), and Vanguard group (488.07K shares, 4.89%). Together, they hold 19.70% of Peoples Financial Services’s total shares outstanding.

Does Blackrock own Peoples Financial Services?

Yes, BlackRock owns 8.25% of Peoples Financial Services, totaling 581.82K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.5M$. In the last quarter, BlackRock increased its holdings by 87.68K shares, a 17.74% change.

Who is Peoples Financial Services’s biggest shareholder by percentage of total assets invested?

Peoples financial services is Peoples Financial Services’s biggest shareholder by percentage of total assets invested, with 4.99% of its assets in 204.66K Peoples Financial Services shares, valued at 10.1M$.

Who is the top mutual fund holder of Peoples Financial Services shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Peoples Financial Services shares, with 2.76% of its total shares outstanding invested in 275.84K Peoples Financial Services shares.

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