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

Q1 2026

Institutions Reporting

107

Shares (Excl. Options)

3,090,865

Price

$53.33

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Type / Class
Equity / Common Stock
Symbol
PFIS on Nasdaq
Shares outstanding
10,007,183
Price per share
$56.92
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
3,090,865
Total reported value
$164,814,559
% of total 13F portfolios
0%
Share change
+75,128
Value change
+$4,319,811
Number of holders
107
Price from insider filings
$56.92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock is tracked under CUSIP 711040105.
  • 107 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 101 to 107 between Q4 2025 and Q1 2026.
  • Reported value moved from $147,214,807 to $164,814,559.

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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 107 institutions filings for Q1 2026.

Open SEC Evidence

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 Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 107 institutional investors reported holding 3,090,865 shares of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS). This represents 31% 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. 6.3% 634,696 -2.4% 0% $33,848,337
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 392,034 0% 0% $20,907,173
DIMENSIONAL FUND ADVISORS LP 3.2% 316,621 +5.9% 0% $16,885,676
GEODE CAPITAL MANAGEMENT, LLC 2.4% 235,370 +2.3% 0% $12,555,118
STATE STREET CORP 2% 200,435 -3.7% 0% $10,689,199
AMERICAN CENTURY COMPANIES INC 1.2% 119,027 +136% 0% $6,347,710
PEOPLES FINANCIAL SERVICES CORP. 0.91% 91,041 -0.82% 2.3% $4,855,201
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.79% 78,711 +6.7% 0.08% $4,197,658
NORTHERN TRUST CORP 0.74% 74,173 +5.4% 0% $3,955,646
VANGUARD FIDUCIARY TRUST CO 0.61% 61,176 0% 0% $3,262,516
Empowered Funds, LLC 0.56% 55,811 0.02% $2,976,401
VANGUARD PORTFOLIO MANAGEMENT LLC 0.54% 53,697 0% 0% $2,863,661
Bank of New York Mellon Corp 0.51% 51,012 -14% 0% $2,720,485
PNC FINANCIAL SERVICES GROUP, INC. 0.48% 48,429 -1.3% 0% $2,582,718
Alliance Wealth Advisors, LLC 0.45% 44,706 -0.2% 1.1% $2,384,164
MORGAN STANLEY 0.33% 33,251 -30% 0% $1,773,328
FIRST TRUST ADVISORS LP 0.33% 32,787 -0.73% 0% $1,748,530
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.3% 29,940 0% $1,596,700
WELLS FARGO & COMPANY/MN 0.3% 29,723 -19% 0% $1,585,093
Cutler Capital Management, LLC 0.29% 28,748 0% 0.42% $1,533,141
EAGLE WEALTH STRATEGIES LLC 0.29% 28,655 0% 0.67% $1,528,171
GOLDMAN SACHS GROUP INC 0.28% 27,950 +42% 0% $1,490,574
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 24,099 -12% 0% $1,285,200
TWO SIGMA INVESTMENTS, LP 0.22% 21,935 +10% 0% $1,169,794
Nuveen, LLC 0.2% 20,460 +0.69% 0% $1,091,132

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 3,090,865 $164,814,559 +$4,319,811 $53.33 107
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .