Peoples Financial Services Ownership 2024 | Who Owns Peoples Financial Services Now?
Institutional Ownership
33.70%
Insider Ownership
7.36%
Retail Ownership
58.94%
Institutional Holders
68.00
Peoples Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.25% | 0.00% | 581,823 | 87,675 | 17.74% | 26,496,220 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.15% | 0.00% | 363,015 | 40,229 | 12.46% | 16,531,703 | Jun 30, 2024 |
| PEOPLES FINANCIAL SERVICES CORP. | 3.37% | 4.89% | 237,585 | -62,912 | -20.94% | 10,819,609 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.72% | 0.00% | 191,934 | 9,122 | 4.99% | 8,739,736 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.00% | 183,988 | 34,070 | 22.73% | 8,379,668 | Jun 30, 2024 |
| STATE STREET CORP | 2.42% | 0.00% | 170,420 | 20,938 | 14.01% | 7,760,927,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.89% | 0.00% | 62,770 | -873 | -1.37% | 2,858,545,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.05% | 51,492 | 1,980 | 4.00% | 2,344,946 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.00% | 47,178 | 7,831 | 19.90% | 2,148,491 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.50% | 0.00% | 35,082 | - | - | 1,597,635 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.41% | 0.00% | 28,681 | -4,100 | -12.51% | 1,306,133 | Jun 30, 2024 |
| EAGLE WEALTH STRATEGIES LLC | 0.41% | 1.05% | 28,615 | - | - | 1,303,127 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.02% | 28,592 | 1,980 | 7.44% | 1,302,080 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.38% | 0.00% | 26,857 | 2,843 | 11.84% | 1,223,068 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.35% | 0.00% | 24,416 | 6,425 | 35.71% | 1,111,905 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.34% | 0.00% | 23,935 | 1,354 | 6.00% | 1,090,008 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.32% | 0.00% | 22,373 | -593 | -2.58% | 1,018,866 | Jun 30, 2024 |
| MORGAN STANLEY | 0.29% | 0.00% | 20,151 | -742 | -3.55% | 917,677 | Jun 30, 2024 |
| INVESCO LTD. | 0.28% | 0.00% | 19,468 | 1,312 | 7.23% | 886,573 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.18% | 0.03% | 12,791 | 12,791 | 100.00% | 582,502 | Jun 30, 2024 |
Peoples Financial Services's largest institutional shareholder is BLACKROCK INC., holding 8.25% of the company's total share outstanding, currently valued at $26.50M. The top 10 institutional shareholders own together 27.30% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP. | 3.37% | 4.89% | 237,585 | -62,912 | -20.94% | 10,819,609 | Jun 30, 2024 |
| EAGLE WEALTH STRATEGIES LLC | 0.41% | 1.05% | 28,615 | - | - | 1,303,127 | Jun 30, 2024 |
| FIDELITY D & D BANCORP INC | 0.12% | 0.29% | 8,312 | - | - | 378,528 | Jun 30, 2024 |
| ALLIANCE WEALTH ADVISORS, LLC | 0.11% | 0.22% | 7,530 | -324 | -4.13% | 342,916 | Jun 30, 2024 |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 0.17% | 0.14% | 11,647 | 12 | 0.10% | 530,388 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | 0.06% | 0.06% | 4,274 | - | - | 194,638 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.05% | 51,492 | 1,980 | 4.00% | 2,344,946 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.18% | 0.03% | 12,791 | 12,791 | 100.00% | 582,502 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.02% | 28,592 | 1,980 | 7.44% | 1,302,080 | Jun 30, 2024 |
| SABAL TRUST CO | 0.09% | 0.02% | 6,009 | - | - | 273,650 | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | 0.03% | 0.01% | 2,000 | - | - | 91,080 | Jun 30, 2024 |
| COMMUNITY BANK, N.A. | 0.02% | 0.01% | 1,218 | - | - | 55,467 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.07% | 0.00% | 4,803 | -1 | -0.02% | 218,729 | Jun 30, 2024 |
| ASPIRE PRIVATE CAPITAL, LLC | 0.00% | 0.00% | 235 | - | - | 10,702 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.03% | 0.00% | 1,921 | - | - | 87,487 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.72% | 0.00% | 191,934 | 9,122 | 4.99% | 8,739,736 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.41% | 0.00% | 28,681 | -4,100 | -12.51% | 1,306,133 | Jun 30, 2024 |
| STRS OHIO | 0.14% | 0.00% | 9,900 | 1,000 | 11.24% | 450,846,000 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.08% | 0.00% | 5,340 | 1,363 | 34.27% | 243,184 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,636 | 1,608 | 5742.86% | 74,503 | Jun 30, 2024 |
The largest Peoples Financial Services shareholder by % of total assets is PEOPLES FINANCIAL SERVICES CORP.. The company owns 237.59K shares of Peoples Financial Services (PFIS), representing 4.89% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.25% | 0.00% | 581,823 | 87,675 | 17.74% | 26,496,220 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.15% | 0.00% | 363,015 | 40,229 | 12.46% | 16,531,703 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.00% | 183,988 | 34,070 | 22.73% | 8,379,668 | Jun 30, 2024 |
| STATE STREET CORP | 2.42% | 0.00% | 170,420 | 20,938 | 14.01% | 7,760,927,000 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.18% | 0.03% | 12,791 | 12,791 | 100.00% | 582,502 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.72% | 0.00% | 191,934 | 9,122 | 4.99% | 8,739,736 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.00% | 47,178 | 7,831 | 19.90% | 2,148,491 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.35% | 0.00% | 24,416 | 6,425 | 35.71% | 1,111,905 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.08% | 0.00% | 5,535 | 5,535 | 100.00% | 252,064 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.07% | 0.00% | 4,952 | 4,952 | 100.00% | 225,514 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 3,254 | 3,254 | 100.00% | 148,187 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.38% | 0.00% | 26,857 | 2,843 | 11.84% | 1,223,068 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.15% | - | 10,866 | 2,564 | 30.88% | 494,837 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.02% | 28,592 | 1,980 | 7.44% | 1,302,080 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.73% | 0.05% | 51,492 | 1,980 | 4.00% | 2,344,946 | Jun 30, 2024 |
| FMR LLC | 0.03% | - | 2,262 | 1,887 | 503.20% | 103,012 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,636 | 1,608 | 5742.86% | 74,503 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.18% | 0.00% | 12,450 | 1,576 | 14.49% | 566,960 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.08% | 0.00% | 5,340 | 1,363 | 34.27% | 243,184 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.34% | 0.00% | 23,935 | 1,354 | 6.00% | 1,090,008 | Jun 30, 2024 |
As of Jun 30 2024, Peoples Financial Services's largest institutional buyer is BLACKROCK INC.. The company purchased 87.67K stocks of PFIS, valued at $26.50M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP. | 3.37% | 4.89% | 237,585 | -62,912 | -20.94% | 10,819,609 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 4,278 | -11,641 | -73.13% | 194,819 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -10,707 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.18% | 0.00% | 12,478 | -6,098 | -32.83% | 568,248 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -4,824 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.41% | 0.00% | 28,681 | -4,100 | -12.51% | 1,306,133 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 2,918 | -3,987 | -57.74% | 132,886 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,382 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,415 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.10% | 0.00% | 6,840 | -2,275 | -24.96% | 311,494 | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | - | 3,031 | -1,635 | -35.04% | 137,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 2,101 | -1,299 | -38.21% | 95,680 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | - | - | - | -1,147 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.08% | - | 5,443 | -971 | -15.14% | 247,874 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.89% | 0.00% | 62,770 | -873 | -1.37% | 2,858,545,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.29% | 0.00% | 20,151 | -742 | -3.55% | 917,677 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.32% | 0.00% | 22,373 | -593 | -2.58% | 1,018,866 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -344 | -100.00% | - | Jun 30, 2024 |
| ALLIANCE WEALTH ADVISORS, LLC | 0.11% | 0.22% | 7,530 | -324 | -4.13% | 342,916 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.09% | 0.00% | 6,410 | -323 | -4.80% | 292,000 | Jun 30, 2024 |
As of Jun 30 2024, Peoples Financial Services's biggest institutional seller is PEOPLES FINANCIAL SERVICES CORP.. The company sold -62.91K shares of PFIS, valued at $10.82M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.18% | 0.03% | 12,791 | 12,791 | 100.00% | 582,502 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.08% | 0.00% | 5,535 | 5,535 | 100.00% | 252,064 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.07% | 0.00% | 4,952 | 4,952 | 100.00% | 225,514 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 3,254 | 3,254 | 100.00% | 148,187 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 303 | 303 | 100.00% | 13,798 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 60 | 60 | 100.00% | 2,732 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 37 | 37 | 100.00% | 2,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | - | 9 | 9 | 100.00% | 410 | Jun 30, 2024 |
Peoples Financial Services's largest new institutional shareholder by number of shares is BERKSHIRE ASSET MANAGEMENT LLC/PA, purchased 12.79K shares, valued at $582.50K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUADRATURE CAPITAL LTD | - | - | - | -10,707 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -4,824 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,382 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,415 | -100.00% | - | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | - | - | - | -1,147 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -344 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Peoples Financial Services's largest sold out institutional shareholder by shares sold is QUADRATURE CAPITAL LTD, sold -10.71K shares, valued at -, as of undefined.
Peoples Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Zacks Trust | 0.02% | 1,983 | 1,983 | - | Feb 29, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.01% | 55,776 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 22,900 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.01% | 780 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,308 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 12,166 | -947 | -7.22% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 942 | -174 | -15.59% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 333 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 2,413 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 277,098 | -88,373 | -24.18% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,190 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 18,591 | -58 | -0.31% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 3,453 | -190 | -5.22% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 64,523 | 1,040 | 1.64% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 676 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 19,760 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 22,605 | 9,443 | 71.74% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,750 | -306 | -6.05% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 501 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 119,740 | 15,489 | 14.86% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 58 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 2,953 | -435 | -12.84% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 31,559 | 9,152 | 40.84% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 5,913 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 3,065 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 308 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 29,005 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,639 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 3,848 | -150 | -3.75% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 101 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 8,086 | 331 | 4.27% | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 3,900 | - | - | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 4,000 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 3,810 | -196 | -4.89% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 417 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 274,549 | -16,996 | -5.83% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 64 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 30,053 | 2,398 | 8.67% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 17,528 | -191 | -1.08% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 944 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 3,356 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,300 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 2,634 | -55 | -2.05% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 488 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,208 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 32 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 16,550 | 176 | 1.07% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 975 | -6 | -0.61% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 200 | - | - | Mar 28, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 41 | - | - | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 418 | - | - | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 107 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 17,593 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 177 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,712 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 53 | -5 | -8.62% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 652 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,006 | 102 | 11.28% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 906 | 158 | 21.12% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 386 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 4 | - | - | Dec 31, 2023 |
| MAINSTAY FUNDS TRUST | 0.00% | 700 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 2,533 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,789 | -3,351 | -33.05% | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 7,054 | - | - | Dec 31, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 126 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 778 | -16 | -2.02% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 42 | - | - | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 72 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 306 | - | - | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 433 | 433 | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 5,056 | -166 | -3.18% | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 355 | - | - | Dec 31, 2023 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,501 | -244 | -8.89% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,835 | -64 | -2.21% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 2,944 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 558 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS TRUST | 0.00% | 1,270 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 7,276 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,354 | - | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 912 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 21 | 4 | 23.53% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 843 | -151 | -15.19% | Jan 31, 2024 |
Peoples Financial Services's largest mutual fund holder by % of total assets is "Zacks Trust", owning 1.98K shares, compromising 0.02% of its total assets.
Peoples Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 68 | 1.49% |
| 31 Mar, 24 | 67 | - |
| 31 Dec, 23 | 67 | 19.64% |
| 30 Sep, 23 | 56 | -5.08% |
| 30 Jun, 23 | 59 | -1.67% |
| 31 Mar, 23 | 60 | -3.23% |
| 31 Dec, 22 | 62 | -1.59% |
| 30 Sep, 22 | 63 | -3.08% |
| 30 Jun, 22 | 65 | 3.17% |
| 31 Mar, 22 | 63 | 6.78% |
| 31 Dec, 21 | 59 | -3.28% |
| 30 Sep, 21 | 61 | 12.96% |
| 30 Jun, 21 | 54 | -8.47% |
| 31 Mar, 21 | 59 | 7.27% |
| 31 Dec, 20 | 55 | -3.51% |
| 30 Sep, 20 | 57 | -3.39% |
| 30 Jun, 20 | 59 | 9.26% |
| 31 Mar, 20 | 54 | -11.48% |
| 31 Dec, 19 | 61 | 10.91% |
| 30 Sep, 19 | 55 | - |
| 30 Jun, 19 | 55 | -3.51% |
| 31 Mar, 19 | 57 | 3.64% |
| 31 Dec, 18 | 55 | -3.51% |
| 30 Sep, 18 | 57 | -8.06% |
| 30 Jun, 18 | 62 | 3.33% |
| 31 Mar, 18 | 60 | 1.69% |
| 31 Dec, 17 | 59 | 3.51% |
| 30 Sep, 17 | 57 | - |
| 30 Jun, 17 | 57 | 3.64% |
| 31 Mar, 17 | 55 | 1.85% |
| 31 Dec, 16 | 54 | 10.20% |
| 30 Sep, 16 | 49 | 6.52% |
| 30 Jun, 16 | 46 | -2.13% |
| 31 Mar, 16 | 47 | 4.44% |
| 31 Dec, 15 | 45 | -4.26% |
| 30 Sep, 15 | 47 | - |
| 30 Jun, 15 | 47 | -4.08% |
| 31 Mar, 15 | 49 | 2.08% |
| 31 Dec, 14 | 48 | -2.04% |
| 30 Sep, 14 | 49 | 8.89% |
| 30 Jun, 14 | 45 | 1400.00% |
| 31 Mar, 14 | 3 | - |
| 31 Dec, 13 | 3 | - |
| 30 Jun, 11 | 1 | -50.00% |
| 31 Mar, 11 | 2 | - |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | 2 | - |
| 30 Jun, 10 | 2 | 100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
As of 30 Jun 24, 68 institutions are holding Peoples Financial Services's shares, representing an increase of 1.49% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,377,102 | 5.78% |
| 31 Mar, 24 | 2,247,285 | 0.55% |
| 31 Dec, 23 | 2,234,986 | 5.39% |
| 30 Sep, 23 | 2,120,641 | -3.83% |
| 30 Jun, 23 | 2,205,013 | 0.11% |
| 31 Mar, 23 | 2,202,640 | 0.39% |
| 31 Dec, 22 | 2,194,167 | 1.26% |
| 30 Sep, 22 | 2,166,780 | -2.99% |
| 30 Jun, 22 | 2,233,509 | 4.54% |
| 31 Mar, 22 | 2,136,447 | 1.64% |
| 31 Dec, 21 | 2,102,065 | 4.29% |
| 30 Sep, 21 | 2,015,597 | 3.25% |
| 30 Jun, 21 | 1,952,108 | -4.04% |
| 31 Mar, 21 | 2,034,384 | 2.47% |
| 31 Dec, 20 | 1,985,278 | 1.24% |
| 30 Sep, 20 | 1,961,037 | -1.91% |
| 30 Jun, 20 | 1,999,303 | -0.38% |
| 31 Mar, 20 | 2,006,887 | -0.11% |
| 31 Dec, 19 | 2,009,090 | 3.17% |
| 30 Sep, 19 | 1,947,354 | 2.37% |
| 30 Jun, 19 | 1,902,344 | 1.91% |
| 31 Mar, 19 | 1,866,714 | 2.18% |
| 31 Dec, 18 | 1,826,933 | 0.63% |
| 30 Sep, 18 | 1,815,428 | 0.55% |
| 30 Jun, 18 | 1,805,433 | 3.14% |
| 31 Mar, 18 | 1,750,526 | 0.09% |
| 31 Dec, 17 | 1,748,929 | 1.67% |
| 30 Sep, 17 | 1,720,238 | 3.43% |
| 30 Jun, 17 | 1,663,164 | 0.58% |
| 31 Mar, 17 | 1,653,582 | -1.42% |
| 31 Dec, 16 | 1,677,404 | 8.56% |
| 30 Sep, 16 | 1,545,194 | 1.97% |
| 30 Jun, 16 | 1,515,310 | -2.89% |
| 31 Mar, 16 | 1,560,326 | 1.02% |
| 31 Dec, 15 | 1,544,628 | -3.92% |
| 30 Sep, 15 | 1,607,676 | -0.26% |
| 30 Jun, 15 | 1,611,876 | -1.28% |
| 31 Mar, 15 | 1,632,718 | -0.93% |
| 31 Dec, 14 | 1,648,070 | 0.04% |
| 30 Sep, 14 | 1,647,381 | 16.04% |
| 30 Jun, 14 | 1,419,697 | 2859.00% |
| 31 Mar, 14 | 47,979 | - |
| 31 Dec, 13 | 47,979 | - |
| 30 Jun, 11 | 19,784 | -3.01% |
| 31 Mar, 11 | 20,397 | - |
| 31 Dec, 10 | 20,397 | -1.45% |
| 30 Sep, 10 | 20,697 | 9.53% |
| 30 Jun, 10 | 18,897 | 1597.84% |
| 31 Mar, 10 | 1,113 | - |
| 31 Dec, 09 | 1,113 | -30.96% |
| 30 Sep, 09 | 1,612 | -21.82% |
| 30 Jun, 09 | 2,062 | -32.66% |
| 31 Mar, 09 | 3,062 | - |
Peoples Financial Services (PFIS) has 2.38M shares outstanding as of 30 Jun 24, up 5.78% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 33.70% | 3.32% |
| 31 Mar, 24 | 31.86% | 3.22% |
| 31 Dec, 23 | 31.44% | 3.51% |
| 30 Sep, 23 | 29.92% | 3.14% |
| 30 Jun, 23 | 30.86% | 3.26% |
| 31 Mar, 23 | 30.77% | 3.28% |
| 31 Dec, 22 | 30.61% | 3.35% |
| 30 Sep, 22 | 30.22% | 3.12% |
| 30 Jun, 22 | 31.14% | 3.51% |
| 31 Mar, 22 | 29.79% | 3.47% |
| 31 Dec, 21 | 29.31% | 3.74% |
| 30 Sep, 21 | 28.00% | 3.81% |
| 30 Jun, 21 | 27.10% | 3.40% |
| 31 Mar, 21 | 28.21% | 3.73% |
| 31 Dec, 20 | 27.49% | 3.79% |
| 30 Sep, 20 | 26.95% | 3.63% |
| 30 Jun, 20 | 27.23% | 3.68% |
| 31 Mar, 20 | 27.20% | 3.68% |
| 31 Dec, 19 | 27.19% | 3.92% |
| 30 Sep, 19 | 26.33% | 3.98% |
| 30 Jun, 19 | 25.71% | 4.04% |
| 31 Mar, 19 | 25.23% | 4.14% |
| 31 Dec, 18 | 24.70% | 4.10% |
| 30 Sep, 18 | 24.54% | 4.12% |
| 30 Jun, 18 | 24.41% | 4.36% |
| 31 Mar, 18 | 23.67% | 4.23% |
| 31 Dec, 17 | 23.65% | 4.37% |
| 30 Sep, 17 | 23.26% | 4.60% |
| 30 Jun, 17 | 22.49% | 4.50% |
| 31 Mar, 17 | 22.36% | 4.35% |
| 31 Dec, 16 | 22.68% | 5.19% |
| 30 Sep, 16 | 20.90% | 4.98% |
| 30 Jun, 16 | 20.49% | 4.61% |
| 31 Mar, 16 | 21.08% | 4.99% |
| 31 Dec, 15 | 20.55% | 4.52% |
| 30 Sep, 15 | 21.33% | 4.68% |
| 30 Jun, 15 | 21.36% | 4.57% |
| 31 Mar, 15 | 21.63% | 4.54% |
| 31 Dec, 14 | 21.83% | 4.58% |
| 30 Sep, 14 | 21.82% | 6.17% |
| 30 Jun, 14 | 18.81% | 4657.34% |
| 31 Mar, 14 | 0.64% | 83.24% |
| 31 Dec, 13 | 0.87% | - |
| 30 Jun, 11 | 0.63% | 149.22% |
| 31 Mar, 11 | 0.65% | 153.79% |
| 31 Dec, 10 | 0.65% | 149.64% |
| 30 Sep, 10 | 0.66% | 181.89% |
| 30 Jun, 10 | 0.60% | 47774.65% |
| 31 Mar, 10 | 0.04% | 2814.37% |
| 31 Dec, 09 | 0.04% | 1343.77% |
| 30 Sep, 09 | 0.05% | 1187.69% |
| 30 Jun, 09 | 0.07% | 684.90% |
| 31 Mar, 09 | 0.10% | - |
As of 30 Jun 24, Peoples Financial Services is held by 33.70% institutional shareholders, representing a 3.32% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 36 | 71.43% |
| 31 Mar, 24 | 21 | -44.74% |
| 31 Dec, 23 | 38 | 100.00% |
| 30 Sep, 23 | 19 | -17.39% |
| 30 Jun, 23 | 23 | 4.55% |
| 31 Mar, 23 | 22 | -18.52% |
| 31 Dec, 22 | 27 | 22.73% |
| 30 Sep, 22 | 22 | -18.52% |
| 30 Jun, 22 | 27 | 22.73% |
| 31 Mar, 22 | 22 | -4.35% |
| 31 Dec, 21 | 23 | -17.86% |
| 30 Sep, 21 | 28 | 64.71% |
| 30 Jun, 21 | 17 | -32.00% |
| 31 Mar, 21 | 25 | 25.00% |
| 31 Dec, 20 | 20 | 42.86% |
| 30 Sep, 20 | 14 | -50.00% |
| 30 Jun, 20 | 28 | 12.00% |
| 31 Mar, 20 | 25 | -16.67% |
| 31 Dec, 19 | 30 | 11.11% |
| 30 Sep, 19 | 27 | -10.00% |
| 30 Jun, 19 | 30 | 42.86% |
| 31 Mar, 19 | 21 | -19.23% |
| 31 Dec, 18 | 26 | 13.04% |
| 30 Sep, 18 | 23 | -4.17% |
| 30 Jun, 18 | 24 | 71.43% |
| 31 Mar, 18 | 14 | -39.13% |
| 31 Dec, 17 | 23 | 15.00% |
| 30 Sep, 17 | 20 | - |
| 30 Jun, 17 | 20 | -35.48% |
| 31 Mar, 17 | 31 | 6.90% |
| 31 Dec, 16 | 29 | 26.09% |
| 30 Sep, 16 | 23 | 35.29% |
| 30 Jun, 16 | 17 | -10.53% |
| 31 Mar, 16 | 19 | -20.83% |
| 31 Dec, 15 | 24 | 50.00% |
| 30 Sep, 15 | 16 | -20.00% |
| 30 Jun, 15 | 20 | 25.00% |
| 31 Mar, 15 | 16 | -38.46% |
| 31 Dec, 14 | 26 | -3.70% |
| 30 Sep, 14 | 27 | -35.71% |
| 30 Jun, 14 | 42 | - |
| 31 Mar, 14 | - | -100.00% |
| 31 Dec, 13 | 3 | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
36 institutional shareholders have increased their position in PFIS stock as of 30 Jun 24 compared to 21 in the previous quarter (a 71.43% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -34.62% |
| 31 Mar, 24 | 26 | 73.33% |
| 31 Dec, 23 | 15 | -25.00% |
| 30 Sep, 23 | 20 | 5.26% |
| 30 Jun, 23 | 19 | -5.00% |
| 31 Mar, 23 | 20 | 17.65% |
| 31 Dec, 22 | 17 | -32.00% |
| 30 Sep, 22 | 25 | 13.64% |
| 30 Jun, 22 | 22 | 10.00% |
| 31 Mar, 22 | 20 | 33.33% |
| 31 Dec, 21 | 15 | - |
| 30 Sep, 21 | 15 | -28.57% |
| 30 Jun, 21 | 21 | 16.67% |
| 31 Mar, 21 | 18 | - |
| 31 Dec, 20 | 18 | -10.00% |
| 30 Sep, 20 | 20 | 53.85% |
| 30 Jun, 20 | 13 | -13.33% |
| 31 Mar, 20 | 15 | 15.38% |
| 31 Dec, 19 | 13 | 30.00% |
| 30 Sep, 19 | 10 | - |
| 30 Jun, 19 | 10 | -37.50% |
| 31 Mar, 19 | 16 | 14.29% |
| 31 Dec, 18 | 14 | 7.69% |
| 30 Sep, 18 | 13 | -13.33% |
| 30 Jun, 18 | 15 | -25.00% |
| 31 Mar, 18 | 20 | 5.26% |
| 31 Dec, 17 | 19 | 26.67% |
| 30 Sep, 17 | 15 | -21.05% |
| 30 Jun, 17 | 19 | 18.75% |
| 31 Mar, 17 | 16 | 23.08% |
| 31 Dec, 16 | 13 | 18.18% |
| 30 Sep, 16 | 11 | -35.29% |
| 30 Jun, 16 | 17 | 54.55% |
| 31 Mar, 16 | 11 | 22.22% |
| 31 Dec, 15 | 9 | -52.63% |
| 30 Sep, 15 | 19 | 26.67% |
| 30 Jun, 15 | 15 | -11.76% |
| 31 Mar, 15 | 17 | 54.55% |
| 31 Dec, 14 | 11 | 22.22% |
| 30 Sep, 14 | 9 | - |
| 30 Jun, 14 | - | - |
| 31 Mar, 14 | - | - |
| 31 Dec, 13 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | - |
17 institutional shareholders have reduced their position in PFIS stock as of 30 Jun 24 compared to 26 in the previous quarter (a -34.62% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 68 | 1.49% | 2,377,102 | 5.78% | 33.70% | 3.32% | 36 | 71.43% | 17 | -34.62% |
| 31 Mar, 24 | 67 | - | 2,247,285 | 0.55% | 31.86% | 3.22% | 21 | -44.74% | 26 | 73.33% |
| 31 Dec, 23 | 67 | 19.64% | 2,234,986 | 5.39% | 31.44% | 3.51% | 38 | 100.00% | 15 | -25.00% |
| 30 Sep, 23 | 56 | -5.08% | 2,120,641 | -3.83% | 29.92% | 3.14% | 19 | -17.39% | 20 | 5.26% |
| 30 Jun, 23 | 59 | -1.67% | 2,205,013 | 0.11% | 30.86% | 3.26% | 23 | 4.55% | 19 | -5.00% |
| 31 Mar, 23 | 60 | -3.23% | 2,202,640 | 0.39% | 30.77% | 3.28% | 22 | -18.52% | 20 | 17.65% |
| 31 Dec, 22 | 62 | -1.59% | 2,194,167 | 1.26% | 30.61% | 3.35% | 27 | 22.73% | 17 | -32.00% |
| 30 Sep, 22 | 63 | -3.08% | 2,166,780 | -2.99% | 30.22% | 3.12% | 22 | -18.52% | 25 | 13.64% |
| 30 Jun, 22 | 65 | 3.17% | 2,233,509 | 4.54% | 31.14% | 3.51% | 27 | 22.73% | 22 | 10.00% |
| 31 Mar, 22 | 63 | 6.78% | 2,136,447 | 1.64% | 29.79% | 3.47% | 22 | -4.35% | 20 | 33.33% |
| 31 Dec, 21 | 59 | -3.28% | 2,102,065 | 4.29% | 29.31% | 3.74% | 23 | -17.86% | 15 | - |
| 30 Sep, 21 | 61 | 12.96% | 2,015,597 | 3.25% | 28.00% | 3.81% | 28 | 64.71% | 15 | -28.57% |
| 30 Jun, 21 | 54 | -8.47% | 1,952,108 | -4.04% | 27.10% | 3.40% | 17 | -32.00% | 21 | 16.67% |
| 31 Mar, 21 | 59 | 7.27% | 2,034,384 | 2.47% | 28.21% | 3.73% | 25 | 25.00% | 18 | - |
| 31 Dec, 20 | 55 | -3.51% | 1,985,278 | 1.24% | 27.49% | 3.79% | 20 | 42.86% | 18 | -10.00% |
| 30 Sep, 20 | 57 | -3.39% | 1,961,037 | -1.91% | 26.95% | 3.63% | 14 | -50.00% | 20 | 53.85% |
| 30 Jun, 20 | 59 | 9.26% | 1,999,303 | -0.38% | 27.23% | 3.68% | 28 | 12.00% | 13 | -13.33% |
| 31 Mar, 20 | 54 | -11.48% | 2,006,887 | -0.11% | 27.20% | 3.68% | 25 | -16.67% | 15 | 15.38% |
| 31 Dec, 19 | 61 | 10.91% | 2,009,090 | 3.17% | 27.19% | 3.92% | 30 | 11.11% | 13 | 30.00% |
| 30 Sep, 19 | 55 | - | 1,947,354 | 2.37% | 26.33% | 3.98% | 27 | -10.00% | 10 | - |
| 30 Jun, 19 | 55 | -3.51% | 1,902,344 | 1.91% | 25.71% | 4.04% | 30 | 42.86% | 10 | -37.50% |
| 31 Mar, 19 | 57 | 3.64% | 1,866,714 | 2.18% | 25.23% | 4.14% | 21 | -19.23% | 16 | 14.29% |
| 31 Dec, 18 | 55 | -3.51% | 1,826,933 | 0.63% | 24.70% | 4.10% | 26 | 13.04% | 14 | 7.69% |
| 30 Sep, 18 | 57 | -8.06% | 1,815,428 | 0.55% | 24.54% | 4.12% | 23 | -4.17% | 13 | -13.33% |
| 30 Jun, 18 | 62 | 3.33% | 1,805,433 | 3.14% | 24.41% | 4.36% | 24 | 71.43% | 15 | -25.00% |
| 31 Mar, 18 | 60 | 1.69% | 1,750,526 | 0.09% | 23.67% | 4.23% | 14 | -39.13% | 20 | 5.26% |
| 31 Dec, 17 | 59 | 3.51% | 1,748,929 | 1.67% | 23.65% | 4.37% | 23 | 15.00% | 19 | 26.67% |
| 30 Sep, 17 | 57 | - | 1,720,238 | 3.43% | 23.26% | 4.60% | 20 | - | 15 | -21.05% |
| 30 Jun, 17 | 57 | 3.64% | 1,663,164 | 0.58% | 22.49% | 4.50% | 20 | -35.48% | 19 | 18.75% |
| 31 Mar, 17 | 55 | 1.85% | 1,653,582 | -1.42% | 22.36% | 4.35% | 31 | 6.90% | 16 | 23.08% |
| 31 Dec, 16 | 54 | 10.20% | 1,677,404 | 8.56% | 22.68% | 5.19% | 29 | 26.09% | 13 | 18.18% |
| 30 Sep, 16 | 49 | 6.52% | 1,545,194 | 1.97% | 20.90% | 4.98% | 23 | 35.29% | 11 | -35.29% |
| 30 Jun, 16 | 46 | -2.13% | 1,515,310 | -2.89% | 20.49% | 4.61% | 17 | -10.53% | 17 | 54.55% |
| 31 Mar, 16 | 47 | 4.44% | 1,560,326 | 1.02% | 21.08% | 4.99% | 19 | -20.83% | 11 | 22.22% |
| 31 Dec, 15 | 45 | -4.26% | 1,544,628 | -3.92% | 20.55% | 4.52% | 24 | 50.00% | 9 | -52.63% |
| 30 Sep, 15 | 47 | - | 1,607,676 | -0.26% | 21.33% | 4.68% | 16 | -20.00% | 19 | 26.67% |
| 30 Jun, 15 | 47 | -4.08% | 1,611,876 | -1.28% | 21.36% | 4.57% | 20 | 25.00% | 15 | -11.76% |
| 31 Mar, 15 | 49 | 2.08% | 1,632,718 | -0.93% | 21.63% | 4.54% | 16 | -38.46% | 17 | 54.55% |
| 31 Dec, 14 | 48 | -2.04% | 1,648,070 | 0.04% | 21.83% | 4.58% | 26 | -3.70% | 11 | 22.22% |
| 30 Sep, 14 | 49 | 8.89% | 1,647,381 | 16.04% | 21.82% | 6.17% | 27 | -35.71% | 9 | - |
| 30 Jun, 14 | 45 | 1400.00% | 1,419,697 | 2859.00% | 18.81% | 4657.34% | 42 | - | - | - |
| 31 Mar, 14 | 3 | - | 47,979 | - | 0.64% | 83.24% | - | -100.00% | - | - |
| 31 Dec, 13 | 3 | - | 47,979 | - | 0.87% | - | 3 | - | - | - |
| 30 Jun, 11 | 1 | -50.00% | 19,784 | -3.01% | 0.63% | 149.22% | - | - | - | - |
| 31 Mar, 11 | 2 | - | 20,397 | - | 0.65% | 153.79% | - | - | - | -100.00% |
| 31 Dec, 10 | 2 | - | 20,397 | -1.45% | 0.65% | 149.64% | - | -100.00% | 1 | - |
| 30 Sep, 10 | 2 | - | 20,697 | 9.53% | 0.66% | 181.89% | 1 | - | 1 | - |
| 30 Jun, 10 | 2 | 100.00% | 18,897 | 1597.84% | 0.60% | 47774.65% | 1 | - | - | - |
| 31 Mar, 10 | 1 | - | 1,113 | - | 0.04% | 2814.37% | - | - | - | -100.00% |
| 31 Dec, 09 | 1 | - | 1,113 | -30.96% | 0.04% | 1343.77% | - | - | 1 | - |
| 30 Sep, 09 | 1 | - | 1,612 | -21.82% | 0.05% | 1187.69% | - | - | 1 | - |
| 30 Jun, 09 | 1 | - | 2,062 | -32.66% | 0.07% | 684.90% | - | -100.00% | 1 | - |
| 31 Mar, 09 | 1 | - | 3,062 | - | 0.10% | - | 1 | - | - | - |
Peoples Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Peoples Financial Services's stock was made by VIENEY AMY on Jul 16 2024, selling - shares at - per share (valued at -). The last insider buy of PFIS was made by LOCHEN RICHARD S JR on Aug 08 2024, buying 122 shares at $43.54 per share (worth $5.31K).
Peoples Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 27 | 3 | 900.00% |
| Q1 2024 | 29 | 7 | 414.29% |
| Q4 2023 | - | 7 | - |
| Q2 2023 | 15 | - | - |
| Q1 2023 | 16 | 12 | 133.33% |
| Q4 2022 | 1 | 5 | 20.00% |
| Q3 2022 | 3 | - | - |
| Q1 2022 | 31 | 7 | 442.86% |
| Q4 2021 | 2 | 6 | 33.33% |
| Q3 2021 | 9 | - | - |
| Q2 2021 | 3 | 2 | 150.00% |
| Q1 2021 | 13 | 6 | 216.67% |
| Q4 2020 | - | 7 | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 25 | 7 | 357.14% |
| Q4 2019 | - | 12 | - |
| Q2 2019 | 2 | - | - |
| Q1 2019 | 8 | 1 | 800.00% |
| Q4 2018 | 9 | 12 | 75.00% |
27 total buy trades, and 3 total sell trades (buy/sell ratio of 9.00%) were made by Peoples Financial Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 8 | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q2 2023 | 8 | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 3 | - | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 2 | - | - |
| Q3 2021 | 9 | - | - |
| Q2 2021 | 3 | - | - |
| Q1 2021 | 4 | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | - | 2 | - |
| Q2 2019 | 2 | - | - |
| Q1 2019 | 1 | 1 | 100.00% |
| Q4 2018 | 9 | - | - |
As of Q3 2024, Insider owners conducted 8 open market buy trades and 0 open market sell trades of Peoples Financial Services's stocks.
Peoples Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| FNWD | Finward Bancorp |
| OVLY | Oak Valley Bancorp |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| MGYR | Magyar Bancorp, Inc. |
PFIS Ownership FAQ
Who Owns Peoples Financial Services?
Peoples Financial Services is owned by institutional shareholders (33.70%), insiders (7.36%), and public (58.94%). The largest institutional shareholder of Peoples Financial Services is BLACKROCK INC. (8.25% of total shares) and the top mutual fund owner is Zacks Trust (0.02% of total shares).
Who are the major institutional shareholders of Peoples Financial Services?
Peoples Financial Services's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, PEOPLES FINANCIAL SERVICES CORP., DIMENSIONAL FUND ADVISORS LP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 22.09% of the company's share outstanding.
How many Peoples Financial Services shareholders are there?
As of Jun 2024, there are 68 institutional shareholders of Peoples Financial Services.
What percentage of Peoples Financial Services is owned by BLACKROCK INC?
BLACKROCK INC owns 581.82K shares of Peoples Financial Services, representing 8.25% of the company's total shares outstanding, valued at $26.5M (as of Jun 2024).
What percentage of Peoples Financial Services is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 363.02K shares of Peoples Financial Services (PFIS), compromising 5.15% of the company, valued at $16.53M.
What percentage of Peoples Financial Services is owned by PEOPLES FINANCIAL SERVICES CORP?
PEOPLES FINANCIAL SERVICES CORP is the third largest holder of Peoples Financial Services. The company owns 237.58K of the company's shares outstanding (worth $10.82M).