Security Snapshot

PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) Institutional Ownership

CUSIP: 711040105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

101

Shares (Excl. Options)

3,022,207

Price

$48.71

Type / Class
Equity / Common Stock
Symbol
PFIS on Nasdaq
Shares outstanding
10,007,183
Price per share
$53.34
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,022,207
Total reported value
$147,214,807
% of total 13F portfolios
0%
Share change
-89,066
Value change
-$4,327,208
Number of holders
101
Price from insider filings
$53.34
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock is tracked under CUSIP 711040105.
  • 101 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 101 to 5 between Q4 2025 and Q1 2026.
  • Reported value moved from $147,214,807 to $358,765.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 711040105?
CUSIP 711040105 identifies PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 101 institutional investors reported holding 3,022,207 shares of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS). This represents 30% of the company’s total 10,007,183 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) together control 27% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.5% 650,543 +1.1% 0% $31,687,950
VANGUARD GROUP INC 5% 504,362 +2.6% 0% $24,567,473
DIMENSIONAL FUND ADVISORS LP 3% 298,966 +5% 0% $14,562,826
GEODE CAPITAL MANAGEMENT, LLC 2.3% 230,008 -0.73% 0% $11,206,156
STATE STREET CORP 2.1% 208,137 -0.76% 0% $10,138,353
PEOPLES FINANCIAL SERVICES CORP. 0.92% 91,791 -51% 2.1% $4,470,211
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.74% 73,794 +7.1% 0.08% $3,594,506
NORTHERN TRUST CORP 0.7% 70,388 -8% 0% $3,428,599
Bank of New York Mellon Corp 0.59% 59,524 +11% 0% $2,899,404
AMERICAN CENTURY COMPANIES INC 0.5% 50,436 +127% 0% $2,456,738
PNC Financial Services Group, Inc. 0.49% 49,089 +0.12% 0% $2,391,126
MORGAN STANLEY 0.48% 47,794 +36% 0% $2,328,089
Alliance Wealth Advisors, LLC 0.45% 44,797 +19% 1% $2,182,062
SEGALL BRYANT & HAMILL, LLC 0.4% 40,284 -0.05% 0.03% $1,962,234
WELLS FARGO & COMPANY/MN 0.37% 36,613 +14% 0% $1,783,396
FIRST TRUST ADVISORS LP 0.33% 33,027 -2.5% 0% $1,608,745
Cutler Capital Management, LLC 0.29% 28,748 +2.9% 0.42% $1,400,325
EAGLE WEALTH STRATEGIES LLC 0.29% 28,655 0% 0.65% $1,395,785
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.27% 27,237 +1.6% 0% $1,326,714
RENAISSANCE TECHNOLOGIES LLC 0.2% 20,327 -21% 0% $990,128
Nuveen, LLC 0.2% 20,320 -9.6% 0% $989,788
TWO SIGMA INVESTMENTS, LP 0.2% 19,854 +12% 0% $967,088
GOLDMAN SACHS GROUP INC 0.2% 19,736 +4.8% 0% $961,342
COMMONWEALTH EQUITY SERVICES, LLC 0.16% 16,173 +5.6% 0% $787,810
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.15% 15,153 0% 0.12% $738,103

Institutional Holders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,595 $358,765 -$67,686 $53.34 5
2025 Q4 3,022,207 $147,214,807 -$4,327,208 $48.71 101
2025 Q3 3,116,371 $151,621,447 -$1,479,879 $48.61 101
2025 Q2 3,149,298 $155,512,374 +$2,091,294 $49.37 94
2025 Q1 3,114,584 $138,577,330 +$2,037,201 $44.47 92
2024 Q4 3,057,308 $156,455,336 +$6,722,425 $51.18 95
2024 Q3 2,925,836 $137,148,133 +$21,579,462 $46.88 84
2024 Q2 2,377,097 $108,250,595 +$5,684,246 $45.54 68
2024 Q1 2,247,282 $96,823,429 -$28,331 $43.11 67
2023 Q4 2,243,172 $109,234,180 +$4,992,675 $48.70 68
2023 Q3 2,128,671 $85,357,322 -$3,141,710 $40.10 57
2023 Q2 2,212,072 $96,865,877 -$246,474 $43.79 59
2023 Q1 2,209,647 $95,769,971 -$363,538 $43.35 61
2022 Q4 2,201,106 $114,095,885 +$1,490,389 $51.84 62
2022 Q3 2,173,702 $101,813,844 -$3,761,175 $46.84 64
2022 Q2 2,240,386 $125,102,304 +$5,541,558 $55.84 66
2022 Q1 2,143,281 $108,211,817 +$1,734,585 $50.48 64
2021 Q4 2,108,842 $110,950,012 +$4,639,712 $52.68 60
2021 Q3 2,022,303 $92,057,400 +$2,877,113 $45.57 61
2021 Q2 1,958,755 $83,436,658 -$3,372,381 $42.60 55
2021 Q1 2,040,995 $86,071,584 +$2,055,000 $42.22 60
2020 Q4 1,991,873 $73,219,719 +$625,378 $36.76 56
2020 Q3 1,967,540 $68,404,205 -$1,466,676 $34.76 57
2020 Q2 2,004,978 $76,529,447 -$8,909 $38.19 60
2020 Q1 2,006,885 $79,744,637 -$778,474 $39.73 54
2019 Q4 2,013,674 $101,380,349 +$3,317,355 $50.35 62
2019 Q3 1,951,895 $88,420,938 +$2,043,163 $45.29 56
2019 Q2 1,906,863 $85,781,617 +$2,832,828 $44.99 56
2019 Q1 1,871,162 $84,632,367 +$1,946,955 $45.23 58
2018 Q4 1,826,933 $80,489,757 +$886,202 $44.06 55
2018 Q3 1,808,438 $76,676,809 -$137,858 $42.40 56
2018 Q2 1,809,806 $85,097,267 +$2,857,246 $47.02 63
2018 Q1 1,750,476 $79,903,072 +$67,298 $45.65 60
2017 Q4 1,748,891 $81,453,437 +$1,055,249 $46.58 58
2017 Q3 1,720,176 $82,214,147 +$2,740,335 $47.80 57
2017 Q2 1,663,162 $72,721,564 +$440,158 $43.73 57
2017 Q1 1,653,454 $69,103,350 +$12,483,905 $41.79 54
2016 Q4 1,677,397 $78,543,373 +$6,229,111 $48.70 54
2016 Q3 1,545,193 $62,972,548 +$1,222,909 $40.76 49
2016 Q2 1,515,310 $59,297,367 -$1,826,575 $39.14 46
2016 Q1 1,560,011 $58,029,190 +$230,244 $37.19 46
2015 Q4 1,553,871 $59,161,037 -$1,991,026 $38.07 46
2015 Q3 1,607,553 $56,146,456 -$535,827 $34.93 45
2015 Q2 1,622,147 $64,261,110 -$857,089 $39.62 48
2015 Q1 1,642,617 $73,497,850 -$732,485 $44.86 50
2014 Q4 1,658,005 $82,364,817 +$359,527 $49.68 49
2014 Q3 1,647,316 $75,761,967 +$9,927,013 $45.99 48
2014 Q2 1,429,608 $73,461,764 +$70,963,764 $51.38 46
2014 Q1 47,979 $1,997,000 $41.62 3

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