PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS)
CUSIP: 711040105
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 10,007,183
- Total 13F shares
- 3,114,584
- Share change
- +59,710
- Total reported value
- $138,577,330
- Price per share
- $44.47
- Number of holders
- 92
- Value change
- +$2,037,201
- Number of buys
- 38
- Number of sells
- 43
Quarterly Holders Quick Answers
What is CUSIP 711040105?
CUSIP 711040105 identifies PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 711040105:
Top shareholders of PFIS - PEOPLES FINANCIAL SERVICES CORP. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
6.9%
|
686,437
|
$35,131,846 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.9%
|
488,066
|
$24,979,219 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
232,031
|
$11,875,584 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
211,289
|
$10,815,897 | — | 31 Dec 2024 | |
| PEOPLES FINANCIAL SERVICES CORP. |
13F
|
Company |
2.1%
|
210,295
|
$10,762,884 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
205,018
|
$10,492,821 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.83%
|
82,780
|
$4,236,680 | — | 31 Dec 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.61%
|
60,872
|
$3,115,429 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.52%
|
52,100
|
$2,666,461 | — | 31 Dec 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.51%
|
51,084
|
$2,614,479 | — | 31 Dec 2024 | |
| Alliance Wealth Advisors, LLC |
13F
|
Company |
0.39%
|
38,857
|
$1,988,726 | — | 31 Dec 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.38%
|
37,972
|
$1,943,407 | — | 31 Dec 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.38%
|
37,531
|
$1,920,837 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.37%
|
37,347
|
$1,911,419 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
34,612
|
$1,771,443 | — | 31 Dec 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.29%
|
29,027
|
$1,485,602 | — | 31 Dec 2024 | |
| EAGLE WEALTH STRATEGIES LLC |
13F
|
Company |
0.29%
|
28,655
|
$1,466,563 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.28%
|
28,321
|
$1,449,469 | — | 31 Dec 2024 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.28%
|
27,948
|
$1,430,389 | — | 31 Dec 2024 | |
| Craig W. Best |
3/4/5
|
CEO, Director |
—
class O/S missing
|
24,713
|
$1,408,996 | — | 27 Nov 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.26%
|
26,345
|
$1,348,337 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.26%
|
26,332
|
$1,347,684 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.25%
|
25,235
|
$1,291,527 | — | 31 Dec 2024 | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
13F
|
Company |
0.21%
|
21,464
|
$1,091,444 | — | 31 Dec 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.16%
|
16,369
|
$837,765 | — | 31 Dec 2024 | |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
15,153
|
$775,531 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.14%
|
14,411
|
$737,555 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.14%
|
14,080
|
$721,000 | — | 31 Dec 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
14,023
|
$717,697 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.13%
|
13,451
|
$688,434 | — | 31 Dec 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.13%
|
13,182
|
$674,646 | — | 31 Dec 2024 | |
| &PARTNERS |
13F
|
Company |
0.13%
|
13,061
|
$654,868 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.12%
|
12,308
|
$629,923 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
12,276
|
$628,285 | — | 31 Dec 2024 | |
| Stone House Investment Management, LLC |
13F
|
Company |
0.12%
|
11,702
|
$598,906 | — | 31 Dec 2024 | |
| Jacobi Capital Management LLC |
13F
|
Company |
0.11%
|
10,828
|
$554,197 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.1%
|
10,138
|
$518,863 | — | 31 Dec 2024 | |
| Walleye Capital LLC |
13F
|
Company |
0.09%
|
9,114
|
$466,455 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.08%
|
8,193
|
$419,318 | — | 31 Dec 2024 | |
| Focus Partners Wealth |
13F
|
Company |
0.08%
|
8,030
|
$410,975 | — | 31 Dec 2024 | |
| FIDELITY D & D BANCORP INC |
13F
|
Company |
0.08%
|
7,821
|
$400,279 | — | 31 Dec 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.08%
|
7,690
|
$393,574 | — | 31 Dec 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.08%
|
7,677
|
$392,909 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.08%
|
7,622
|
$390,094 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.08%
|
7,538
|
$385,795 | — | 31 Dec 2024 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.07%
|
7,364
|
$376,890 | — | 31 Dec 2024 | |
| State of Tennessee, Department of Treasury |
13F
|
Company |
0.07%
|
7,049
|
$360,768 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.07%
|
6,723
|
$344,000 | — | 31 Dec 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.06%
|
6,467
|
$330,981 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.06%
|
6,060
|
$310,150 | — | 31 Dec 2024 |
Institutional Holders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) as of Q1 2025
As of 31 Mar 2025,
PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) was held by
92 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,114,584 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, PEOPLES FINANCIAL SERVICES CORP., STATE STREET CORP, NORTHERN TRUST CORP, BRIDGEWAY CAPITAL MANAGEMENT, LLC, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, and Bank of New York Mellon Corp.
This page lists
91
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
95
Q1 2025 holders
92
Holder diff
-3
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.