Peoples Financial Services Ownership | Who Owns Peoples Financial Services?
Peoples Financial Services Ownership Summary
Peoples Financial Services is owned by 27.20% institutional investors, 8.06% insiders, and 64.74% 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 2.77% of its assets in Peoples Financial Services shares.
PFIS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Peoples Financial Services | 27.20% | 8.06% | 64.74% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 581.82K | 8.25% | $26.50M |
| Blackrock funding, inc. /de | 650.54K | 6.51% | $31.69M |
| Vanguard group | 504.36K | 5.05% | $24.57M |
| Dimensional fund advisors lp | 316.62K | 3.17% | $16.89M |
| Geode capital management | 230.01K | 2.30% | $11.21M |
| State street | 209.73K | 2.10% | $10.20M |
| Peoples financial services | 91.04K | 0.91% | $4.86M |
| Northern trust | 76.49K | 0.77% | $3.72M |
| Bridgeway capital management | 68.93K | 0.69% | $3.35M |
| Vanguard fiduciary trust | 61.18K | 0.61% | $3.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Peoples financial services | 91.04K | 2.30% | $4.86M |
| Alliance wealth advisors | 44.80K | 0.95% | $2.18M |
| Eagle wealth strategies | 28.66K | 0.67% | $1.53M |
| Cutler capital management | 27.95K | 0.43% | $1.36M |
| Cornerstone advisors asset management | 15.15K | 0.12% | $808.11K |
| Riggs asset managment | 8.86K | 0.10% | $472.58K |
| Stone house investment management | 10.18K | 0.10% | $542.88K |
| Fidelity d & d bancorp | 4.22K | 0.09% | $225.11K |
| Bridgeway capital management | 68.93K | 0.07% | $3.35M |
| Archer investment | 5.00K | 0.06% | $266.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 581.82K | 0.00% | 87.67K |
| Vanguard fiduciary trust | 61.18K | 0.00% | 61.18K |
| First trust advisors lp | 33.89K | 0.00% | 27.49K |
| Dimensional fund advisors lp | 316.62K | 0.00% | 17.66K |
| Vanguard group | 504.36K | 0.00% | 12.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -66.99K |
| Proficio capital partners | - | - | -18.32K |
| Ameriprise financial | - | - | -12.14K |
| Citadel advisors | - | - | -11.92K |
| Fourthstone | - | - | -11.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 61.18K | 0.00% | 61.18K | $3.26M |
| Hancock whitney | 6.01K | 0.01% | 6.01K | $296.66K |
| Quadrature capital | 5.55K | 0.00% | 5.55K | $269.48K |
| Archer investment | 5.00K | 0.06% | 5.00K | $266.65K |
| Mercer global advisors inc /adv | 4.38K | 0.00% | 4.38K | $212.91K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 70 | -31.37% | 2,718,458 | -12.88% | 27 | 2.79% | 28 | -54.10% | 25 | 19.05% |
| Sep 30, 2025 | 69 | -21.59% | 2,528,524 | -18.25% | 25 | 2.64% | 40 | -9.09% | 14 | -44.00% |
| Jun 30, 2025 | 93 | 1.09% | 3,147,203 | 1.05% | 31 | 3.24% | 47 | 20.51% | 26 | -13.33% |
| Mar 31, 2025 | 91 | -6.19% | 3,104,565 | 0.94% | 31 | 3.28% | 40 | -21.57% | 29 | 26.09% |
| Dec 31, 2024 | 46 | -46.51% | 2,107,132 | -27.98% | 21 | 1.23% | 24 | -53.85% | 11 | -21.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 276.86K | 2.77% | 800.00 |
| Vanguard US Total Market Shares ETF | 275.84K | 2.76% | - |
| iShares Russell 2000 ETF | 220.31K | 2.20% | 1.88K |
| Avantis US Small Cap Value ETF | 107.99K | 1.08% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 105.00K | 1.05% | 109.00 |
| Fidelity Small Cap Index | 92.37K | 0.92% | 671.00 |
| iShares Russell 2000 Value ETF | 69.48K | 0.69% | 371.00 |
| DFA US Small Cap Value I | 62.12K | 0.62% | 4.64K |
| EA Bridgeway Omni Small-Cap Value ETF | 57.91K | 0.58% | 720.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 55.90K | 0.56% | 260.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 15, 2025 | LOCHEN RICHARD S JR | - | Buy | $5.01K |
| Aug 06, 2025 | LOCHEN RICHARD S JR | - | Buy | $47.67K |
| Mar 05, 2025 | LOCHEN RICHARD S JR | - | Buy | $32.98K |
| Mar 05, 2025 | LOCHEN RICHARD S JR | - | Buy | $14.14K |
| Nov 27, 2024 | BEST CRAIG W | CEO | Sell | $142.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
PFIS Ownership FAQ
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