PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS)
CUSIP: 711040105
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 10,007,183
- Total 13F shares
- 204,785
- Share change
- -5,067
- Total reported value
- $10,928,069
- Price per share
- $53.33
- Number of holders
- 26
- Value change
- -$272,461
- Number of buys
- 7
- Number of sells
- 6
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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- Previous quarter: Q4 2025
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 |
6.5%
|
650,543
|
$31,687,950 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5%
|
504,362
|
$24,567,473 | — | 31 Dec 2025 | |
| Louis A. DeNaples |
3/4/5
|
Director |
3.5%
|
350,797
|
$17,087,320 | — | 30 Jan 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3%
|
298,966
|
$14,562,826 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
230,008
|
$11,206,156 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
208,137
|
$10,138,353 | — | 31 Dec 2025 | |
| PEOPLES FINANCIAL SERVICES CORP. |
13F
|
Company |
0.92%
|
91,791
|
$4,470,211 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
73,794
|
$3,594,506 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.7%
|
70,388
|
$3,428,599 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.59%
|
59,524
|
$2,899,404 | — | 31 Dec 2025 | |
| William E. Aubrey II |
3/4/5
|
Director |
0.56%
|
55,899
|
$2,722,840 | — | 30 Jan 2026 | |
| Esquire Joseph L. DeNaples |
3/4/5
|
Director |
0.54%
|
53,961
|
$2,628,447 | — | 30 Jan 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.5%
|
50,436
|
$2,456,738 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.49%
|
49,089
|
$2,391,126 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.48%
|
47,795
|
$2,328,169 | — | 31 Dec 2025 | |
| Alliance Wealth Advisors, LLC |
13F
|
Company |
0.45%
|
44,797
|
$2,182,062 | — | 31 Dec 2025 | |
| Esquire Joseph T. Wright |
3/4/5
|
Director |
0.44%
|
43,939
|
$2,140,288 | — | 30 Jan 2026 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.4%
|
40,284
|
$1,962,234 | — | 31 Dec 2025 | |
| Joseph A. Coccia |
3/4/5
|
Director |
0.39%
|
39,077
|
$1,903,425 | — | 30 Jan 2026 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.37%
|
36,613
|
$1,783,396 | — | 31 Dec 2025 | |
| Ronald G. Kukuchka |
3/4/5
|
Director |
0.33%
|
33,269
|
$1,620,531 | — | 30 Jan 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.33%
|
33,027
|
$1,608,745 | — | 31 Dec 2025 | |
| James B. Nicholas |
3/4/5
|
Director |
0.31%
|
30,826
|
$1,501,533 | — | 30 Jan 2026 | |
| William G. Bracey |
3/4/5
|
Director |
0.29%
|
29,078
|
$1,416,370 | — | 30 Jan 2026 | |
| Craig W. Best |
3/4/5
|
CEO, Director |
—
class O/S missing
|
24,713
|
$1,408,996 | — | 27 Nov 2024 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.29%
|
28,748
|
$1,400,325 | — | 31 Dec 2025 | |
| EAGLE WEALTH STRATEGIES LLC |
13F
|
Company |
0.29%
|
28,655
|
$1,395,785 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.27%
|
27,237
|
$1,326,714 | — | 31 Dec 2025 | |
| Gerard A. Champi |
3/4/5
|
CHIEF EXECUTIVE OFFICER |
—
mixed-class rows
|
21,771
mixed-class rows
|
$1,237,078 | — | 11 Mar 2026 | |
| Richard S. Lochen Jr. |
3/4/5
|
Director |
0.23%
|
23,421
|
$1,140,819 | +$52,683 | 04 Feb 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.2%
|
20,327
|
$990,128 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.2%
|
20,320
|
$989,788 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.2%
|
19,854
|
$967,088 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.2%
|
19,736
|
$961,342 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.16%
|
16,173
|
$787,810 | — | 31 Dec 2025 | |
| Keith W. Eckel |
3/4/5
|
Director |
0.16%
|
15,975
|
$778,142 | — | 30 Jan 2026 | |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
15,153
|
$738,103 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
14,507
|
$706,636 | — | 31 Dec 2025 | |
| Neal D. Koplin |
3/4/5
|
SR EVP/CHIEF BANKING OFFICER |
—
mixed-class rows
|
13,132
mixed-class rows
|
$696,958 | — | 11 Mar 2026 | |
| Cpa James M. Bone Jr. |
3/4/5
|
EVP/CHIEF FINANCIAL OFFICER |
—
mixed-class rows
|
12,504
mixed-class rows
|
$658,238 | — | 11 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.12%
|
12,494
|
$608,582 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
0.12%
|
12,357
|
$601,929 | — | 31 Dec 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.12%
|
12,249
|
$597,000 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.12%
|
12,225
|
$595,480 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.12%
|
12,032
|
$586,091 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.12%
|
11,885
|
$578,918 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
11,779
|
$573,755 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.12%
|
11,725
|
$571,115 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.12%
|
11,588
|
$564,451 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.11%
|
11,418
|
$556,171 | — | 31 Dec 2025 |
Institutional Holders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) as of Q1 2026
As of 31 Mar 2026,
PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
204,785 shares.
The largest 10 holders included
PEOPLES FINANCIAL SERVICES CORP., EAGLE WEALTH STRATEGIES LLC, Nuveen, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Janney Montgomery Scott LLC, Stone House Investment Management, LLC, LVW Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, FIDELITY D & D BANCORP INC, and Thrivent Financial for Lutherans.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
101
Q1 2026 holders
26
Holder diff
-75
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.