PFIS Institutional Ownership & Shareholders
PEOPLES FINANCIAL SERVICES (PFIS) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $239.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PFIS tracked by InsiderSet, reporting ownership valued at approximately $49.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $52.35M, representing an estimated gain of +5.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PFIS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in PEOPLES FINANCIAL SERVICES (PFIS).
This page ranks the largest institutional PFIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
121
Total Reported Value
$239.35M
Largest Holder
Blackrock, Inc.
Largest Position
$49.41M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 744,487 | $49,411,601 | $52,352,326 | +$2,940,725 | +5.95% | |
| Vanguard Capital Management Llc | 0.00% | 403,159 | $26,757,663 | $28,350,141 | +$1,592,478 | +5.95% | |
| Dimensional Fund Advisors Lp | 0.00% | 339,265 | $22,517,105 | $23,857,115 | +$1,340,010 | +5.95% | |
| Geode Capital Management, Llc | 0.00% | 249,636 | $16,572,115 | $17,554,404 | +$982,289 | +5.93% | |
| State Street Corp | 0.00% | 212,476 | $14,102,032 | $14,941,312 | +$839,280 | +5.95% | |
| American Century Companies Inc | 0.01% | 202,754 | $13,456,783 | $14,257,661 | +$800,878 | +5.95% | |
| Peoples Financial Services Corp. | 2.64% | 88,942 | $5,991,121 | $6,254,401 | +$263,280 | +4.39% | |
| Northern Trust Corp | 0.00% | 86,119 | $5,715,718 | $6,055,888 | +$340,170 | +5.95% | |
| Bridgeway Capital Management, Llc | 0.10% | 82,968 | $5,506,586 | $5,834,310 | +$327,724 | +5.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 79,954 | $5,385,710 | $5,622,365 | +$236,655 | +4.39% | |
| Vanguard Portfolio Management Llc | 0.00% | 78,816 | $5,231,018 | $5,542,341 | +$311,323 | +5.95% | |
| Vanguard Fiduciary Trust Co | 0.00% | 61,975 | $4,113,281 | $4,358,082 | +$244,801 | +5.95% | |
| Empowered Funds, Llc | 0.02% | 60,068 | $3,986,713 | $4,223,982 | +$237,269 | +5.95% | |
| Bank Of New York Mellon Corp | 0.00% | 52,639 | $3,493,626 | $3,701,574 | +$207,948 | +5.95% | |
| Morgan Stanley | 0.00% | 49,157 | $3,262,637 | $3,456,720 | +$194,083 | +5.95% | |
| Alliance Wealth Advisors, Llc | 1.21% | 44,906 | $3,024,879 | $3,157,790 | +$132,911 | +4.39% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37,907 | $2,515,887 | $2,665,620 | +$149,733 | +5.95% | |
| Segall Bryant & Hamill, Llc | 0.03% | 37,621 | $2,496,906 | $2,645,509 | +$148,603 | +5.95% | |
| Two Sigma Investments, Lp | 0.00% | 34,944 | $2,319,233 | $2,457,262 | +$138,029 | +5.95% | |
| First Trust Advisors Lp | 0.00% | 34,125 | $2,264,876 | $2,399,670 | +$134,794 | +5.95% | |
| Wells Fargo & Company/Mn | 0.00% | 33,876 | $2,248,389 | $2,382,160 | +$133,771 | +5.95% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 30,140 | $2,000,392 | $2,119,445 | +$119,053 | +5.95% | |
| Eagle Wealth Strategies Llc | 0.73% | 28,655 | $1,930,201 | $2,015,020 | +$84,819 | +4.39% | |
| Cutler Capital Management, Llc | 0.50% | 28,746 | $1,907,893 | $2,021,419 | +$113,526 | +5.95% | |
| Quantinno Capital Management Lp | 0.00% | 27,396 | $1,818,273 | $1,926,487 | +$108,214 | +5.95% | |
| Charles Schwab Investment Management Inc | 0.00% | 26,445 | $1,755,155 | $1,859,612 | +$104,457 | +5.95% | |
| Nuveen, Llc | 0.00% | 23,227 | $1,541,576 | $1,633,323 | +$91,747 | +5.95% | |
| Aqr Capital Management Llc | 0.00% | 21,565 | $1,431,272 | $1,516,451 | +$85,179 | +5.95% | |
| Goldman Sachs Group Inc | 0.00% | 19,298 | $1,280,810 | $1,357,035 | +$76,225 | +5.95% | |
| Cornerstone Advisors Asset Management, Llc | 0.13% | 15,153 | $1,005,705 | $1,065,559 | +$59,854 | +5.95% | |
| Lpl Financial Llc | 0.00% | 14,156 | $939,517 | $995,450 | +$55,933 | +5.95% | |
| Bank Of America Corp | 0.00% | 13,813 | $916,768 | $971,330 | +$54,562 | +5.95% | |
| Citigroup Inc | 0.00% | 12,799 | $849,470 | $900,026 | +$50,556 | +5.95% | |
| &Partners | 0.00% | 12,381 | $821,699 | $870,632 | +$48,933 | +5.96% | |
| Janney Montgomery Scott Llc | 0.00% | 12,249 | $813,000 | $861,350 | +$48,350 | +5.95% | |
| Rhumbline Advisers | 0.00% | 11,949 | $793,046 | $840,254 | +$47,208 | +5.95% | |
| Stone House Investment Management, Llc | 0.10% | 11,343 | $764,033 | $797,640 | +$33,607 | +4.40% | |
| Jacobi Capital Management Llc | 0.04% | 11,451 | $760,018 | $805,234 | +$45,216 | +5.95% | |
| Berkshire Asset Management Llc/Pa | 0.03% | 11,188 | $742,548 | $786,740 | +$44,192 | +5.95% | |
| Invesco Ltd. | 0.00% | 9,826 | $652,152 | $690,964 | +$38,812 | +5.95% | |
| Deutsche Bank Ag\ | 0.00% | 9,235 | $612,927 | $649,405 | +$36,478 | +5.95% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 9,046 | $600,383 | $636,115 | +$35,732 | +5.95% | |
| Riggs Asset Managment Co. Inc. | 0.11% | 8,887 | $589,827 | $624,934 | +$35,107 | +5.95% | |
| Focus Partners Wealth | 0.00% | 8,841 | $586,776 | $621,699 | +$34,923 | +5.95% | |
| Xtx Topco Ltd | 0.01% | 8,400 | $557,508 | $590,688 | +$33,180 | +5.95% | |
| Mercer Global Advisors Inc | 0.00% | 7,820 | $519,014 | $549,902 | +$30,888 | +5.95% | |
| Price T Rowe Associates Inc | 0.00% | 7,748 | $515,000 | $544,839 | +$29,839 | +5.79% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 7,209 | $478,461 | $506,937 | +$28,476 | +5.95% | |
| Creative Planning | 0.00% | 6,925 | $466,468 | $486,966 | +$20,498 | +4.39% | |
| Millennium Management Llc | 0.00% | 6,588 | $437,246 | $463,268 | +$26,022 | +5.95% |
Frequently asked questions about PFIS
Who are the largest institutional holders of PFIS?
The largest institutional holders of PFIS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, Geode Capital Management, Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported PFIS position.
What is PFIS institutional ownership?
This page tracks PFIS positions reported by institutional investment managers through SEC Form 13F. PEOPLES FINANCIAL SERVICES (PFIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFIS?
InsiderSet currently tracks 121 institutional managers reporting PFIS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFIS shareholders.
How much PFIS stock do institutions own?
Institutional investment managers disclosed approximately $239.35M in PFIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFIS institutional ownership last updated?
The latest PFIS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFIS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFIS position after the reporting date.
Are institutions buying or selling PFIS?
Institutional buying and selling can be analyzed by comparing PFIS positions across consecutive 13F reporting periods. InsiderSet's PFIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFIS ownership changes.
How has PFIS institutional ownership changed over time?
InsiderSet tracks PFIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.