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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 35.79% institutional investors, 8.11% insiders, and 56.10% retail investors. Blackrock is the largest institutional shareholder, holding 8.25% of PFIS shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.86% of its assets in Peoples Financial Services shares.

PFIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPeoples Financial Services35.79%8.11%56.10%
SectorFinancial Services Stocks 734.95%13.85%-648.79%
IndustryRegional Banks Stocks53.79%12.48%33.74%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Blackrock funding, inc. /de744.49K7.44%$49.41M
Vanguard group504.36K5.05%$24.57M
Vanguard capital management403.16K4.03%$26.76M
Dimensional fund advisors lp339.26K3.39%$22.52M
Geode capital management249.64K2.50%$16.57M
State street212.48K2.12%$14.10M
American century companies202.75K2.03%$13.46M
Peoples financial services90.40K0.90%$6.00M
Northern trust86.12K0.86%$5.72M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services90.40K2.59%$6.00M
Alliance wealth advisors44.93K0.97%$2.98M
Eagle wealth strategies28.66K0.73%$1.90M
Cutler capital management28.75K0.50%$1.91M
Cornerstone advisors asset management15.15K0.13%$1.01M
Riggs asset managment8.89K0.11%$589.83K
Stone house investment management11.83K0.10%$785.30K
Bridgeway capital management82.97K0.10%$5.51M
Fidelity d & d bancorp4.22K0.10%$280.15K
Archer investment5.00K0.07%$331.85K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de744.49K0.00%109.79K
Blackrock581.82K0.00%87.67K
American century companies202.75K0.01%83.73K
Sixth street partners management company26.45K0.00%26.45K
Dimensional fund advisors lp339.26K0.00%22.64K

Top Sellers

HolderShares% AssetsChange
Proficio capital partners---18.32K
Qube research---12.22K
Fourthstone---11.51K
Stifel financial---11.42K
Renaissance5.88K0.00%-10.65K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company26.45K0.00%26.45K$1.76M
O'shaughnessy asset management9.05K0.00%9.05K$600.38K
Xtx topco8.40K0.01%8.40K$557.51K
Sequoia financial advisors5.92K0.00%5.92K$392.98K
Exoduspoint capital management, lp5.54K0.00%5.54K$367.76K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Mai capital management-3.00
Root financial partners-8.00
Capital performance advisors llp-13.00
Physician wealth advisors-14.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261238.85%3,580,51414.00%353.63%7877.27%15-55.88%
Mar 31, 202648-52.94%1,245,356-59.48%121.32%16-64.44%14-60.00%
Dec 31, 202570-31.37%2,718,458-12.88%272.79%28-54.10%2519.05%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard MStar Total Stk Mkt Idx Invest286.54K2.86%-
Vanguard Morn Total Stk Mkt Idx Investor286.54K2.86%-
Vanguard Total Stock Mkt Idx Inv286.54K2.86%-
Vanguard US Total Market Shares ETF275.84K2.76%-
iShares Russell 2000 ETF261.74K2.61%-4.61K
Avantis US Small Cap Value ETF181.92K1.82%750.00
Vanguard Institutional Extnd Mkt Idx Tr107.42K1.07%333.00
Fidelity Small Cap Index94.92K0.95%943.00
iShares Russell 2000 Value ETF83.64K0.84%-
Russell 2000 Equity Index Fund B70.42K0.70%15.96K

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
2026 Q1--
2025 Q4--
2025 Q32-
2025 Q2--
2025 Q12-

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 35.79%, followed by 8.11% insiders and 56.10% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 53.79%, 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 (744.49K shares, 7.44%), and Vanguard group (504.36K shares, 5.05%). Together, they hold 20.74% 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 2.59% of its assets in 90.4K Peoples Financial Services shares, valued at 6M$.

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

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of Peoples Financial Services shares, with 2.86% of its total shares outstanding invested in 286.54K Peoples Financial Services shares.

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