Peoples Financial Services Ownership | Who Owns Peoples Financial Services?

Peoples Financial Services Ownership Summary

Peoples Financial Services is owned by 31.07% institutional investors, 7.99% insiders, and 60.95% 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 2.80% of its assets in Peoples Financial Services shares.

PFIS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Peoples Financial Services	31.07%	7.99%	60.95%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	581.82K	8.25%	$26.50M
Blackrock funding, inc. /de	686.44K	6.87%	$35.13M
Vanguard group	488.07K	4.89%	$24.98M
State street	170.42K	2.42%	$7.76M
Dimensional fund advisors lp	232.03K	2.32%	$11.88M
Geode capital management	211.29K	2.12%	$10.82M
Peoples financial services	210.29K	2.11%	$10.76M
Northern trust	62.77K	0.89%	$2.86M
Bridgeway capital management	60.87K	0.61%	$3.12M
Bank of new york mellon	52.10K	0.52%	$2.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Peoples financial services	210.29K	4.99%	$10.76M
Alliance wealth advisors	38.86K	1.11%	$1.99M
Eagle wealth strategies	28.66K	1.06%	$1.47M
Cutler capital management	27.95K	0.49%	$1.43M
Stone house investment management	11.70K	0.15%	$598.91K
Bridgeway capital management	60.87K	0.07%	$3.12M
Riggs asset managment	4.37K	0.06%	$224.29K
Berkshire asset management llc/pa	21.46K	0.05%	$1.09M
Jacobi capital management	10.83K	0.04%	$554.20K
Empowered funds	37.97K	0.03%	$1.94M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	581.82K	0.00%	87.67K
State street	170.42K	0.00%	20.94K
Blackrock funding, inc. /de	686.44K	0.00%	15.73K
Jpmorgan chase	34.61K	0.00%	14.17K
Dimensional fund advisors lp	232.03K	0.00%	9.89K

Top Sellers

Holder	Shares	% Assets	Change
Segall bryant & hamill	-	-	-37.53K
Proficio capital partners	-	-	-18.32K
Peoples financial services	210.29K	4.99%	-13.68K
Citadel advisors	-	-	-11.92K
Quadrature capital	-	-	-10.71K

New Positions

Holder	Shares	% Assets	Change	Value
First trust advisors lp	6.06K	0.00%	6.06K	$310.15K
Qube research	4.07K	0.00%	4.07K	$208.46K
Hoey investments	2.47K	0.02%	2.47K	$126.47K
Russell investments group	303.00	-	303.00	$13.80K
Versant capital management	197.00	0.00%	197.00	$10.08K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Srs capital advisors	-1.00
Capital performance advisors llp	-13.00
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, 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%
Sep 30, 2024	85	25.00%	2,918,015	22.76%	41	3.64%	52	44.44%	13	-23.53%
Jun 30, 2024	68	1.49%	2,377,102	5.78%	33	3.32%	36	71.43%	17	-34.62%
Mar 31, 2024	67	-	2,247,285	0.55%	31	3.22%	21	-44.74%	26	73.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	279.40K	2.80%	1.98K
Vanguard US Total Market Shares ETF	275.84K	2.76%	-
iShares Russell 2000 ETF	246.89K	2.47%	120.00
Vanguard Institutional Extnd Mkt Idx Tr	149.88K	1.50%	675.00
Fidelity Small Cap Index	91.14K	0.91%	-
iShares Russell 2000 Value ETF	63.28K	0.63%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	55.90K	0.56%	260.00
State St Russell Sm/Mid Cp® Indx SL Cl I	55.90K	0.56%	260.00
Fidelity Extended Market Index	52.93K	0.53%	1.27K
DFA US Small Cap Value I	50.80K	0.51%	1.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 21, 2024	BEST CRAIG W	CEO	Sell	$234.41K
Nov 11, 2024	BEST CRAIG W	CEO	Sell	$260.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	-
2024 Q4	-	4
2024 Q3	8	-
2024 Q1	1	-
2023 Q4	-	-

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 31.07%, followed by 7.99% insiders and 60.94% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 38.06%, 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 2.80% of its total shares outstanding invested in 279.4K Peoples Financial Services shares.

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