Latest Period
Q2 2026
Security Snapshot
PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) Institutional Ownership
CUSIP: 711040105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
123
Shares (Excl. Options)
3,554,198
Price
$66.37
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- Security type / class
- Equity / Common Stock
- Symbol
- PFIS on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,554,198
- Total 13F value
- $235,766,257
- Portfolio coverage rank
- 0%
- Share change
- +414,683
- Value change
- +$27,923,331
- Number of holders
- 123
- Shares outstanding
- 10,007,183
- SEC-reported price per share
- $71.55
- Insider filing price
- $71.55
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock is tracked under CUSIP 711040105.
- 123 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 113 to 123 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $167,479,566 to $235,766,257.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 123 institutions filings for Q2 2026.
Security key
711040105
Latest holder period
Q2 2026
13F holders
123
13D/G owners
0
CIK / CUSIP context first
Open Q2 2026 holders
PFIS full holder history
PEOPLES FINANCIAL SERVICES CORP. SEC filings
PEOPLES FINANCIAL SERVICES CORP. company facts
PEOPLES FINANCIAL SERVICES CORP. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 711040105:
As of 30 Jun 2026, 123 institutional investors reported holding 3,554,198 shares of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS). This represents 36% of the company’s total 10,007,183 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
31%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.4% | 744,487 | +17% | 0% | $49,411,601 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 403,159 | +2.8% | 0% | $26,757,663 |
| DIMENSIONAL FUND ADVISORS LP | 3.4% | 339,265 | +7.2% | 0% | $22,517,105 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 249,636 | +6.1% | 0% | $16,572,115 |
| STATE STREET CORP | 2.1% | 212,476 | +6% | 0% | $14,102,032 |
| AMERICAN CENTURY COMPANIES INC | 2% | 202,754 | +70% | 0.01% | $13,456,783 |
| PEOPLES FINANCIAL SERVICES CORP. | 0.9% | 90,401 | -0.7% | 2.6% | $5,998,998 |
| NORTHERN TRUST CORP | 0.86% | 86,119 | +16% | 0% | $5,715,718 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.83% | 82,968 | +5.4% | 0.1% | $5,506,586 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.79% | 78,816 | +47% | 0% | $5,231,018 |
| VANGUARD FIDUCIARY TRUST CO | 0.62% | 61,975 | +1.3% | 0% | $4,113,281 |
| Empowered Funds, LLC | 0.6% | 60,068 | +7.6% | 0.02% | $3,986,713 |
| Bank of New York Mellon Corp | 0.53% | 52,639 | +3.2% | 0% | $3,493,626 |
| MORGAN STANLEY | 0.49% | 49,157 | +48% | 0% | $3,262,637 |
| PNC Financial Services Group, Inc. | 0.48% | 48,429 | 0% | 0% | $3,214,232 |
| Alliance Wealth Advisors, LLC | 0.45% | 44,933 | +0.51% | 1.2% | $2,982,182 |
| SEGALL BRYANT & HAMILL, LLC | 0.38% | 37,621 | -6.4% | 0.03% | $2,496,906 |
| TWO SIGMA INVESTMENTS, LP | 0.35% | 34,944 | +59% | 0% | $2,319,233 |
| FIRST TRUST ADVISORS LP | 0.34% | 34,125 | +4.1% | 0% | $2,264,876 |
| WELLS FARGO & COMPANY/MN | 0.34% | 33,876 | +14% | 0% | $2,248,389 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.3% | 30,140 | +0.67% | 0.01% | $2,000,392 |
| Cutler Capital Management, LLC | 0.29% | 28,746 | -0.01% | 0.5% | $1,907,893 |
| EAGLE WEALTH STRATEGIES LLC | 0.29% | 28,655 | 0% | 0.73% | $1,901,832 |
| Quantinno Capital Management LP | 0.27% | 27,396 | +67% | 0% | $1,818,273 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 26,445 | +9.7% | 0% | $1,755,155 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,554,198 | $235,766,257 | +$27,923,331 | $66.37 | 123 |
| 2026 Q1 | 3,140,837 | $167,479,566 | +$6,129,051 | $53.33 | 113 |
| 2025 Q4 | 3,022,234 | $147,216,122 | -$4,330,569 | $48.71 | 102 |
| 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 |