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Peoples Financial Services Ownership | Who Owns Peoples Financial Services?

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Peoples Financial Services Ownership Summary

Peoples Financial Services is owned by 21.10% institutional investors, 7.37% insiders, and 71.53% 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 2.78% of its assets in Peoples Financial Services shares.

PFIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPeoples Financial Services21.10%7.37%71.53%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Blackrock funding, inc. /de686.44K6.87%$35.13M
Vanguard group488.07K4.89%$24.98M
State street170.42K2.42%$7.76M
Dimensional fund advisors lp232.03K2.32%$11.88M
Geode capital management211.29K2.12%$10.82M
Peoples financial services210.29K2.11%$10.76M
Northern trust62.77K0.89%$2.86M
Bridgeway capital management60.87K0.61%$3.12M
Bank of new york mellon52.10K0.52%$2.67M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services210.29K4.99%$10.76M
Alliance wealth advisors38.86K1.11%$1.99M
Eagle wealth strategies28.66K1.06%$1.47M
Cutler capital management27.95K0.49%$1.43M
Fidelity d & d bancorp8.31K0.29%$378.53K
Stone house investment management11.70K0.15%$598.91K
Bridgeway capital management60.87K0.07%$3.12M
Riggs asset managment4.37K0.06%$224.29K
Berkshire asset management llc/pa21.46K0.05%$1.09M
Jacobi capital management10.83K0.04%$554.20K

Top Buyers

HolderShares% AssetsChange
Blackrock581.82K0.00%87.67K
Segall bryant & hamill37.53K0.03%37.53K
State street170.42K0.00%20.94K
Proficio capital partners18.32K0.00%18.32K
Blackrock funding, inc. /de686.44K0.00%15.73K

Top Sellers

HolderShares% AssetsChange
Peoples financial services210.29K4.99%-13.68K
Citadel advisors---11.92K
Quadrature capital---10.71K
Vanguard group488.07K0.00%-7.53K
Empowered funds37.97K0.03%-7.37K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill37.53K0.03%37.53K$1.92M
Proficio capital partners18.32K0.00%18.32K$18.32K
Walleye capital9.11K0.00%9.11K$466.45K
State of tennessee, treasury department7.05K0.00%7.05K$360.77K
First trust advisors lp6.06K0.00%6.06K$310.15K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Capital performance advisors llp-13.00
Aspire private capital-235.00
Metropolitan life insurance co/ny-344.00
Lsv asset management-1.15K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202446-46.51%2,107,132-27.98%211.23%24-53.85%11-21.43%
Sep 30, 20248525.00%2,918,01522.76%413.64%5244.44%13-23.53%
Jun 30, 2024681.49%2,377,1025.78%333.32%3671.43%17-34.62%
Mar 31, 202467-2,247,2850.55%313.22%21-44.74%2673.33%
Dec 31, 20236719.64%2,234,9865.39%313.51%38100.00%15-25.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv277.42K2.78%1.57K
Vanguard US Total Market Shares ETF275.84K2.76%-
iShares Russell 2000 ETF255.85K2.56%-2.20K
Vanguard Institutional Extnd Mkt Idx Tr149.20K1.49%9.32K
Fidelity Small Cap Index91.14K0.91%-1.71K
iShares Russell 2000 Value ETF64.38K0.64%-
State St Russell Sm/Mid Cp® Indx SL Cl I55.64K0.56%-3.10K
State St Russell Sm/Mid Cp® Indx NL Cl C55.64K0.56%-3.10K
Fidelity Extended Market Index51.66K0.52%-329.00
DFA US Small Cap Value I49.69K0.50%1.27K

Recent Insider Transactions

DateNameRoleActivityValue
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
Nov 21, 2024BEST CRAIG W CEOSell$234.41K
Nov 11, 2024BEST CRAIG W CEOSell$260.00K

Insider Transactions Trends

DateBuySell
2025 Q12-
2024 Q4-4
2024 Q38-
2024 Q11-
2023 Q4--

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 21.10%, followed by 7.37% insiders and 71.53% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 42.21%, 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 2.78% of its total shares outstanding invested in 277.42K Peoples Financial Services shares.

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