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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 25.30% institutional investors, 8.02% insiders, and 66.69% 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 Services25.30%8.02%66.69%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Blackrock funding, inc. /de643.33K6.44%$31.27M
Vanguard group491.46K4.92%$23.89M
Dimensional fund advisors lp284.63K2.85%$13.84M
Geode capital management231.70K2.32%$11.27M
State street209.73K2.10%$10.20M
Peoples financial services188.31K1.88%$9.15M
Northern trust76.49K0.77%$3.72M
Bridgeway capital management68.93K0.69%$3.35M
Bank of new york mellon53.85K0.54%$2.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services188.31K4.13%$9.15M
Alliance wealth advisors37.64K0.82%$1.83M
Eagle wealth strategies28.66K0.69%$1.39M
Cutler capital management27.95K0.43%$1.36M
Semanteon capital management, lp4.12K0.25%$200.13K
Stoneridge investment partners6.13K0.20%$298.00K
Cornerstone advisors asset management15.15K0.13%$736.59K
Fidelity d & d bancorp4.22K0.11%$205.18K
Riggs asset managment9.36K0.10%$454.82M
Stone house investment management11.68K0.10%$567.93K

Top Buyers

HolderShares% AssetsChange
Blackrock581.82K0.00%87.67K
First trust advisors lp33.89K0.00%27.49K
Goldman sachs group18.83K0.00%18.83K
Dimensional fund advisors lp284.63K0.00%10.72K
Meeder asset management7.29K0.02%7.29K

Top Sellers

HolderShares% AssetsChange
Hotchkis & wiley capital management---66.99K
Proficio capital partners---18.32K
Peoples financial services188.31K4.13%-16.35K
Blackrock funding, inc. /de643.33K0.00%-12.93K
Ameriprise financial---12.14K

New Positions

HolderShares% AssetsChangeValue
Meeder asset management7.29K0.02%7.29K$354.46K
Connor, clark & lunn investment management6.47K0.00%6.47K$314.65M
Hancock whitney6.01K0.01%6.01K$296.66K
Franklin resources5.55K0.00%5.55K$269.98K
Quadrature capital5.55K0.00%5.55K$269.48K

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 %
Sep 30, 202569-21.59%2,528,524-18.25%252.64%40-9.09%14-44.00%
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%

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 ETF227.73K2.28%-
Vanguard Institutional Extnd Mkt Idx Tr100.57K1.01%-42.07K
Fidelity Small Cap Index95.19K0.95%580.00
iShares Russell 2000 Value ETF72.66K0.73%-
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 I54.16K0.54%1.50K
Fidelity Extended Market Index53.46K0.53%1.40K

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 25.30%, followed by 8.02% insiders and 66.68% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 38.26%, 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 (643.33K shares, 6.44%), and Vanguard group (491.46K shares, 4.92%). Together, they hold 19.60% 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 4.13% of its assets in 188.31K Peoples Financial Services shares, valued at 9.15M$.

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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