Peoples Financial Services Ownership | Who Owns Peoples Financial Services?
Peoples Financial Services Ownership Summary
Peoples Financial Services is owned by 12.46% institutional investors, 8.11% insiders, and 79.43% 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 | 12.46% | 8.11% | 79.43% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 581.82K | 8.25% | $26.50M |
| Blackrock funding, inc. /de | 634.70K | 6.35% | $33.85M |
| Vanguard group | 504.36K | 5.05% | $24.57M |
| Dimensional fund advisors lp | 316.62K | 3.17% | $16.89M |
| Geode capital management | 235.37K | 2.35% | $12.56M |
| State street | 200.44K | 2.01% | $10.69M |
| American century companies | 119.03K | 1.19% | $6.35M |
| Peoples financial services | 91.04K | 0.91% | $4.86M |
| Bridgeway capital management | 78.71K | 0.79% | $4.20M |
| Northern trust | 74.17K | 0.74% | $3.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Peoples financial services | 91.04K | 2.30% | $4.86M |
| Alliance wealth advisors | 44.71K | 1.04% | $2.38M |
| Eagle wealth strategies | 28.66K | 0.67% | $1.53M |
| Cutler capital management | 28.75K | 0.41% | $1.53M |
| Cornerstone advisors asset management | 15.15K | 0.12% | $808.11K |
| Stone house investment management | 10.18K | 0.10% | $542.88K |
| Riggs asset managment | 8.86K | 0.10% | $472.58K |
| Fidelity d & d bancorp | 4.22K | 0.09% | $225.11K |
| Bridgeway capital management | 78.71K | 0.08% | $4.20M |
| Archer investment | 5.00K | 0.06% | $266.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 581.82K | 0.00% | 87.67K |
| American century companies | 119.03K | 0.00% | 68.59K |
| Vanguard fiduciary trust | 61.18K | 0.00% | 61.18K |
| Hotchkis & wiley capital management | 29.94K | 0.00% | 29.94K |
| Dimensional fund advisors lp | 316.62K | 0.00% | 17.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -40.28K |
| Proficio capital partners | - | - | -18.32K |
| Blackrock funding, inc. /de | 634.70K | 0.00% | -15.85K |
| Morgan stanley | 33.25K | 0.00% | -14.54K |
| Barclays | 2.06K | - | -12.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 61.18K | 0.00% | 61.18K | $3.26M |
| Hotchkis & wiley capital management | 29.94K | 0.00% | 29.94K | $1.60M |
| Archer investment | 5.00K | 0.06% | 5.00K | $266.65K |
| Prudential financial | 4.66K | 0.00% | 4.66K | $248.52K |
| Vanguard global advisers | 3.61K | 0.00% | 3.61K | $192.47K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 48 | -52.94% | 1,245,356 | -59.48% | 12 | 1.32% | 16 | -64.44% | 14 | -60.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 276.86K | 2.77% | - |
| 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 | 106.08K | 1.06% | 1.08K |
| 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
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