Peoples Financial Services Ownership | Who Owns Peoples Financial Services?


OverviewRevenueFinancialsChart

Peoples Financial Services Ownership Summary


Peoples Financial Services is owned by 41.35% institutional investors, 7.34% insiders, and 51.31% retail investors. Blackrock is the largest institutional shareholder, holding 8.25% of PFIS shares. Vanguard Total Stock Mkt Idx Inv 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 Services41.35%7.34%51.31%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Blackrock funding, inc. /de686.44K6.87%$35.13M
Vanguard group488.07K4.89%$24.98M
Dimensional fund advisors lp191.93K2.72%$8.74M
Geode capital management183.99K2.61%$8.38M
State street170.42K2.42%$7.76M
Peoples financial services210.29K2.11%$10.76M
Northern trust62.77K0.89%$2.86M
Bridgeway capital management51.49K0.73%$2.34M
Bank of new york mellon52.10K0.52%$2.67M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services210.29K4.99%$10.76M
Alliance wealth advisors38.86K1.11%$1.99M
Eagle wealth strategies28.66K1.06%$1.47M
Fidelity d & d bancorp8.31K0.29%$378.53K
Stone house investment management11.65K0.14%$530.39K
Riggs asset managment4.37K0.06%$224.29K
Bridgeway capital management51.49K0.05%$2.34M
Berkshire asset management llc/pa21.46K0.05%$1.09M
Jacobi capital management10.83K0.04%$554.20K
Empowered funds37.97K0.03%$1.94M

Top Buyers

HolderShares% AssetsChange
Blackrock581.82K0.00%87.67K
Segall bryant & hamill37.53K0.03%37.53K
Geode capital management183.99K0.00%34.07K
State street170.42K0.00%20.94K
Proficio capital partners18.32K0.00%18.32K

Top Sellers

HolderShares% AssetsChange
Peoples financial services210.29K4.99%-13.68K
Citadel advisors---11.92K
Jpmorgan chase4.28K--11.64K
Quadrature capital---10.71K
Vanguard group488.07K0.00%-7.53K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill37.53K0.03%37.53K$1.92M
Proficio capital partners18.32K0.00%18.32K$18.32K
Jane street group6.98K0.00%6.98K$317.78K
Mirae asset global etfs3.25K0.00%3.25K$148.19K
Van hulzen asset management3.24K0.01%3.24K$165.72K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Capital performance advisors llp-13.00
Aspire private capital-235.00
Metropolitan life insurance co/ny-344.00
Lsv asset management-1.15K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 202467-2,247,2850.55%313.22%21-44.74%2673.33%
Dec 31, 20236719.64%2,234,9865.39%313.51%38100.00%15-25.00%
Sep 30, 202356-5.08%2,120,641-3.83%293.14%19-17.39%205.26%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv275.84K2.76%-
iShares Russell 2000 ETF265.05K2.65%-2.00K
Vanguard Institutional Extnd Mkt Idx Tr139.43K1.40%-9.02K
Fidelity Small Cap Index92.85K0.93%-312.00
iShares Russell 2000 Value ETF65.26K0.65%88.00
State St Russell Sm/Mid Cp® Indx NL Cl C59.94K0.60%16.60K
Fidelity Extended Market Index52.78K0.53%-614.00
DFA US Small Cap Value I47.89K0.48%-
Vanguard Russell 2000 ETF43.55K0.44%114.00
EA Bridgeway Omni Small-Cap Value ETF39.30K0.39%104.00

Recent Insider Transactions


DateNameRoleActivityValue
Nov 27, 2024BEST CRAIG W CEOSell$142.54K
Nov 21, 2024BEST CRAIG W CEOSell$234.41K
Nov 13, 2024BEST CRAIG W CEOSell$35.59K
Nov 11, 2024BEST CRAIG W CEOSell$260.00K
Aug 07, 2024LOCHEN RICHARD S JR-Buy$5.31K

Insider Transactions Trends


DateBuySell
2024 Q4-4
2024 Q38-
2024 Q11-
2023 Q4--
2023 Q28-

PFIS Ownership FAQ


Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 41.35%, followed by 7.34% insiders and 51.31% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 51.80%, 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 (686.44K shares, 6.87%), and Vanguard group (488.07K shares, 4.89%). Together, they hold 20.01% 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 210.3K Peoples Financial Services shares, valued at 10.76M$.

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

Vanguard Total Stock Mkt Idx Inv 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools