Who owns Peoples Financial Services Corp. (PFIS)
Which tracked institutional funds hold PFIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFIS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PFIS is one-sided between 2025-Q4 and 2026-Q1: 15 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFIS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PFIS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFIS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 114 tracked filers holding PFIS, 46 increased or opened the position and 40 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFIS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- VANGUARD FIDUCIARY TRUST CO$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2M
Full exits 2
- VANGUARD GROUP INC$25M
- Qube Research & Technologies Ltd$595K
Largest adds
- AMERICAN CENTURY COMPANIES INC$4M
- DIMENSIONAL FUND ADVISORS LP$2M
- BlackRock, Inc.$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$603K
- STATE STREET CORP$551K
Largest trims
- BARCLAYS PLC$597K
- MORGAN STANLEY$555K
- JPMORGAN CHASE & CO$282K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 634,696 | $34M | 17.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 392,034 | $21M | 10.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 316,621 | $17M | 8.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 235,370 | $13M | 6.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 200,435 | $11M | 5.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 119,027 | $6M | 3.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 78,711 | $4M | 2.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 74,173 | $4M | 2.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 61,176 | $3M | 1.7% | 2026-Q1 |
| Empowered Funds, LLC added | 55,811 | $3M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 53,697 | $3M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 51,012 | $3M | 1.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 48,429 | $3M | 1.3% | 2026-Q1 |
| Alliance Wealth Advisors, LLC trimmed | 44,706 | $2M | 1.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 40,211 | $2M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 33,251 | $2M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 32,787 | $2M | 0.9% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 29,940 | $2M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 29,723 | $2M | 0.8% | 2026-Q1 |
| Cutler Capital Management, LLC | 28,748 | $2M | 0.8% | 2026-Q1 |
| EAGLE WEALTH STRATEGIES LLC | 28,655 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,950 | $1M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 24,099 | $1M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 21,935 | $1M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 20,460 | $1M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 16,527 | $881K | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 16,362 | $873K | 0.5% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15,153 | $808K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,735 | $786K | 0.4% | 2026-Q1 |
| &PARTNERS added | 12,375 | $660K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 12,254 | $654K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC | 12,249 | $653K | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 11,479 | $612K | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC added | 11,421 | $609K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 11,418 | $609K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 11,391 | $607K | 0.3% | 2026-Q1 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,188 | $597K | 0.3% | 2026-Q1 |
| Stone House Investment Management, LLC added | 10,180 | $543K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 9,945 | $530K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,213 | $491K | 0.3% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. trimmed | 8,861 | $473K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 8,599 | $459K | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 8,204 | $438K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 7,313 | $390K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,340 | $339K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 6,301 | $336K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 6,600 | $321K | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP | 6,009 | $320K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,817 | $310K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 5,554 | $296K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,527 | $294K | 0.2% | 2026-Q1 |
| LVW Advisors, LLC | 5,393 | $288K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 5,225 | $279K | 0.1% | 2026-Q1 |
| RBF Capital, LLC | 5,214 | $278K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 5,118 | $273K | 0.1% | 2026-Q1 |
| Archer Investment Corp new | 5,000 | $267K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,000 | $266K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,800 | $256K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,580 | $250K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 4,660 | $249K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,433 | $236K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 4,249 | $227K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 4,237 | $226K | 0.1% | 2026-Q1 |
| FIDELITY D & D BANCORP INC | 4,221 | $225K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 4,182 | $223K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,158 | $222K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,923 | $209K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 3,785 | $202K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,609 | $192K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,847 | $152K | 0.1% | 2026-Q1 |
| HOEY INVESTMENTS, INC | 2,471 | $132K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,059 | $110K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,989 | $106K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,272 | $69K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,249 | $67K | 0.0% | 2026-Q1 |
| Community Bank, N.A. | 1,218 | $65K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,000 | $53K | 0.0% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 980 | $52K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 504,362 | $25M | 12.8% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC added | 12,145 | $600K | 0.3% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 12,225 | $595K | 0.3% | 2025-Q4 stale |
| Fourthstone LLC new | 11,512 | $568K | 0.3% | 2025-Q2 stale |
| STONERIDGE INVESTMENT PARTNERS LLC added | 8,932 | $435K | 0.2% | 2025-Q4 stale |
| MEEDER ASSET MANAGEMENT INC added | 7,292 | $354K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 6,360 | $310K | 0.2% | 2025-Q4 stale |
| Sabal Trust CO | 6,009 | $267K | 0.1% | 2025-Q1 stale |
| Shorepoint Capital Partners LLC new | 2,342 | $256K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 5,054 | $245K | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 4,900 | $242K | 0.1% | 2025-Q2 stale |
| MARTINGALE ASSET MANAGEMENT L P | 5,373 | $239K | 0.1% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 5,126 | $228K | 0.1% | 2025-Q1 stale |
| Polymer Capital Management (US) LLC new | 4,624 | $206K | 0.1% | 2025-Q1 stale |
| Savant Capital, LLC trimmed | 4,124 | $204K | 0.1% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 4,090 | $202K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 4,510 | $201K | 0.1% | 2025-Q1 stale |
| Semanteon Capital Management, LP new | 4,117 | $200K | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC trimmed | 3,188 | $142K | 0.1% | 2025-Q1 stale |
| State of Tennessee, Department of Treasury trimmed | 2,095 | $103K | 0.1% | 2025-Q2 stale |
| AdvisorNet Financial, Inc | 2,000 | $89K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.