DaveManuel.com · Institutional Ownership · Who Owns It
PEOPLES FINL SVCS CORP (PFIS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
122
Reporting holders
$236.1M
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $49.4M | 744,487 | 0.00% | 8q | +17.3%+$7.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.8M | 403,159 | 0.00% | 2q | +2.8%+$738.4K |
| DIMENSIONAL FUND ADVISORS LP | $22.5M | 339,265 | 0.00% | 31q | +7.2%+$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 249,636 | 0.00% | 31q | +6.1%+$947.1K |
| STATE STREET CORP | $14.1M | 212,476 | 0.00% | 31q | +6.0%+$799.2K |
| AMERICAN CENTURY COMPANIES INC | $13.5M | 202,754 | 0.01% | 11q | +70.3%+$5.6M |
| PEOPLES FINANCIAL SERVICES CORP. | $6.0M | 90,401 | 2.59% | 31q | -0.7%-$42.5K |
| NORTHERN TRUST CORP | $5.7M | 86,119 | 0.00% | 31q | +16.1%+$792.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.5M | 82,968 | 0.10% | 31q | +5.4%+$282.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.2M | 78,816 | 0.00% | 2q | +46.8%+$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $4.1M | 61,975 | 0.00% | 2q | +1.3%+$53.0K |
| Empowered Funds, LLC | $4.0M | 60,068 | 0.02% | 2q | +7.6%+$282.5K |
| Bank of New York Mellon Corp | $3.5M | 52,639 | 0.00% | 31q | +3.2%+$108.0K |
| MORGAN STANLEY | $3.3M | 49,157 | 0.00% | 35q | +47.8%+$1.1M |
| PNC Financial Services Group, Inc. | $3.2M | 48,429 | 0.00% | 31q | HELD |
| Alliance Wealth Advisors, LLC | $3.0M | 44,933 | 0.97% | 23q | +0.5%+$15.1K |
| SEGALL BRYANT & HAMILL, LLC | $2.5M | 37,621 | 0.03% | 5q | -6.4%-$171.9K |
| TWO SIGMA INVESTMENTS, LP | $2.3M | 34,944 | 0.00% | 6q | +59.3%+$863.4K |
| FIRST TRUST ADVISORS LP | $2.3M | 34,125 | 0.00% | 7q | +4.1%+$88.8K |
| WELLS FARGO & COMPANY/MN | $2.2M | 33,876 | 0.00% | 31q | +14.0%+$275.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $2.0M | 30,140 | 0.01% | 2q | +0.7%+$13.3K |
| Cutler Capital Management, LLC | $1.9M | 28,746 | 0.50% | 8q | HELD |
| EAGLE WEALTH STRATEGIES LLC | $1.9M | 28,655 | 0.73% | 11q | HELD |
| Quantinno Capital Management LP | $1.8M | 27,396 | 0.00% | 5q | +67.4%+$732.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.8M | 26,445 | 0.00% | 31q | +9.7%+$155.7K |
| Nuveen, LLC | $1.5M | 23,227 | 0.00% | 6q | +13.5%+$183.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 21,565 | 0.00% | 5q | +109.4%+$747.8K |
| GOLDMAN SACHS GROUP INC | $1.3M | 19,298 | 0.00% | 4q | -31.0%-$574.2K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $1.0M | 15,153 | 0.13% | 8q | HELD |
| LPL Financial LLC | $939.5K | 14,156 | 0.00% | 8q | +15.5%+$126.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $936.4K | 14,108 | 0.00% | 25q | -4.3%-$41.6K |
| BANK OF AMERICA CORP /DE/ | $916.8K | 13,813 | 0.00% | 31q | +49.9%+$305.3K |
| CITIGROUP INC | $849.5K | 12,799 | 0.00% | 31q | +103.1%+$431.3K |
| &PARTNERS | $821.7K | 12,381 | 0.00% | 8q | HELD |
| Janney Montgomery Scott LLC | $813.0K | 12,249 | 0.00% | 28q | HELD |
| RHUMBLINE ADVISERS | $793.0K | 11,949 | 0.00% | 31q | +4.9%+$37.0K |
| Stone House Investment Management, LLC | $785.3K | 11,832 | 0.10% | 26q | +16.2%+$109.6K |
| Jacobi Capital Management LLC | $760.0K | 11,451 | 0.04% | 8q | HELD |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $742.5K | 11,188 | 0.03% | 9q | HELD |
| Archer Investment Corp | $663.7K | 10,000 | 0.06% | 2q | +100.0%+$331.9K |
| Invesco Ltd. | $652.2K | 9,826 | 0.00% | 10q | -14.4%-$109.7K |
| DEUTSCHE BANK AG\ | $612.9K | 9,235 | 0.00% | 34q | +26.3%+$127.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $600.4K | 9,046 | 0.00% | new | NEW |
| Riggs Asset Managment Co. Inc. | $589.8K | 8,887 | 0.11% | 31q | HELD |
| Focus Partners Wealth | $586.8K | 8,841 | 0.00% | 8q | +2.8%+$16.1K |
| XTX Topco Ltd | $557.5K | 8,400 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $519.0K | 7,820 | 0.00% | 4q | +34.4%+$132.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $515.0K | 7,748 | 0.00% | 5q | +22.2%+$93.6K |
| Connor, Clark & Lunn Investment Management Ltd. | $478.5K | 7,209 | 0.00% | 4q | -12.1%-$66.0K |
| MILLENNIUM MANAGEMENT LLC | $437.2K | 6,588 | 0.00% | 2q | +28.7%+$97.6K |
| HANCOCK WHITNEY CORP | $398.8K | 6,009 | 0.01% | 5q | HELD |
| ALLIANCEBERNSTEIN L.P. | $394.6K | 7,400 | 0.00% | 13q | +12.1%+$42.7K |
| Sequoia Financial Advisors, LLC | $393.0K | 5,921 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $390.2K | 5,879 | 0.00% | 31q | -64.4%-$706.7K |
| UBS Group AG | $388.2K | 5,849 | 0.00% | 31q | +38.0%+$107.0K |
| ROYAL BANK OF CANADA | $370.0K | 5,576 | 0.00% | 31q | +0.9%+$3.3K |
| ExodusPoint Capital Management, LP | $367.8K | 5,541 | 0.00% | new | NEW |
| LVW Advisors, LLC | $350.6K | 5,283 | 0.03% | 4q | -2.0%-$7.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $350.2K | 5,265 | 0.00% | 7q | +15.0%+$45.6K |
| JPMORGAN CHASE & CO | $350.1K | 5,282 | 0.00% | 31q | +5.6%+$18.7K |
| MetLife Investment Management, LLC | $346.8K | 5,225 | 0.00% | 20q | HELD |
| RBF Capital, LLC | $346.1K | 5,214 | 0.01% | 8q | HELD |
| SEIZERT CAPITAL PARTNERS, LLC | $343.4K | 5,174 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $335.5K | 5,055 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $318.6K | 4,800 | 0.00% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $317.2K | 4,780 | 0.00% | 2q | +2.6%+$8.0K |
| Russell Investments Group, Ltd. | $313.7K | 4,727 | 0.00% | 4q | +567.7%+$266.7K |
| Savant Capital, LLC | $299.9K | 5,011 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $293.7K | 4,425 | 0.00% | 8q | +1463.6%+$274.9K |
| AMERIPRISE FINANCIAL INC | $290.4K | 4,375 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $288.7K | 4,350 | 0.00% | 9q | -1.9%-$5.5K |
| FIDELITY D & D BANCORP INC | $280.1K | 4,221 | 0.10% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $276.0K | 4,158 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $270.6K | 4,076 | 0.00% | new | NEW |
| Cresset Asset Management, LLC | $245.4K | 3,698 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $239.5K | 3,609 | 0.00% | 2q | HELD |
| Man Group plc | $233.3K | 3,515 | 0.00% | new | NEW |
| Creative Planning | $232.8K | 3,508 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $217.0K | 3,269 | 0.01% | 25q | +161.7%+$134.1K |
| Waldron Private Wealth LLC | $216.0K | 3,255 | 0.01% | new | NEW |
| Van Hulzen Asset Management, LLC | $214.9K | 3,238 | 0.02% | new | NEW |
| IEQ CAPITAL, LLC | $201.4K | 3,034 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $189.0K | 2,847 | 0.00% | 7q | HELD |
| HOEY INVESTMENTS, INC | $164.0K | 2,471 | 0.02% | 7q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $117.5K | 1,770 | 0.00% | new | NEW |
| BARCLAYS PLC | $91.1K | 1,372 | 0.00% | 31q | -33.4%-$45.6K |
| BNP PARIBAS FINANCIAL MARKETS | $87.8K | 1,323 | 0.00% | 31q | -33.5%-$44.2K |
| Farther Finance Advisors, LLC | $84.7K | 1,276 | 0.00% | 3q | HELD |
| Community Bank, N.A. | $80.8K | 1,218 | 0.01% | 31q | HELD |
| CANADA LIFE ASSURANCE Co | $72.0K | 1,084 | 0.00% | 11q | +10.6%+$6.9K |
| NATIONAL BANK OF CANADA /FI/ | $66.0K | 996 | 0.00% | 3q | HELD |
| Legal & General Group Plc | $61.1K | 921 | 0.00% | 31q | +9.3%+$5.2K |
| Ameritas Investment Partners, Inc. | $59.8K | 901 | 0.00% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $53.8K | 803 | 0.00% | 9q | HELD |
| FMR LLC | $47.4K | 715 | 0.00% | 26q | +188.3%+$31.0K |
| Versant Capital Management, Inc | $37.4K | 564 | 0.00% | 7q | HELD |
| Capital Advisors, Ltd. LLC | $27.0K | 414 | 0.00% | 2q | HELD |
| State of Alaska, Department of Revenue | $26.0K | 396 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $24.8K | 373 | 0.00% | 5q | +554.4%+$21.0K |
| GAMMA Investing LLC | $11.2K | 168 | 0.00% | 7q | +14.3%+$1.4K |
Showing the largest 100 of 122 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-08-28 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $12.7M | 188,508 | 2 | 7 | 3 | 0.0% |
| Q2 2026 | 122 | $236.1M | 3,559,047 | 21 | 52 | 14 | 0.0% |
| Q1 2026 | 113 | $167.5M | 3,140,843 | 13 | 25 | 33 | 0.0% |
| Q4 2025 | 102 | $147.5M | 3,027,449 | 11 | 30 | 35 | 0.0% |
| Q3 2025 | 102 | $152.1M | 3,127,087 | 17 | 35 | 19 | 0.0% |
| Q2 2025 | 95 | $155.6M | 3,150,845 | 13 | 29 | 22 | 0.0% |
| Q1 2025 | 91 | $138.3M | 3,109,181 | 12 | 24 | 29 | 0.0% |
| Q4 2024 | 95 | $157.3M | 3,073,159 | 14 | 31 | 22 | 0.0% |
| Q3 2024 | 84 | $138.1M | 2,946,278 | 19 | 30 | 14 | 0.0% |
| Q2 2024 | 68 | $108.4M | 2,381,380 | 7 | 24 | 17 | 0.0% |
| Q1 2024 | 67 | $100.5M | 2,331,602 | 4 | 18 | 23 | 0.0% |
| Q4 2023 | 68 | $111.0M | 2,279,087 | 13 | 22 | 13 | 0.0% |
| Q3 2023 | 57 | $85.4M | 2,128,672 | 1 | 15 | 20 | 0.0% |
| Q2 2023 | 60 | $96.9M | 2,212,088 | 4 | 13 | 18 | 0.0% |
| Q1 2023 | 61 | $96.5M | 2,227,575 | 1 | 18 | 20 | 0.0% |
| Q4 2022 | 63 | $114.1M | 2,201,138 | 3 | 22 | 16 | 0.0% |
| Q3 2022 | 62 | $123.7M | 2,640,023 | 3 | 15 | 22 | 0.0% |
| Q2 2022 | 64 | $151.2M | 2,707,238 | 6 | 18 | 19 | 0.0% |
| Q1 2022 | 62 | $131.8M | 2,610,203 | 7 | 11 | 16 | 0.0% |
| Q4 2021 | 58 | $212.0M | 4,026,954 | 5 | 16 | 15 | 0.0% |
| Q3 2021 | 60 | $179.5M | 3,940,806 | 9 | 18 | 12 | 0.0% |
| Q2 2021 | 54 | $83.4M | 1,957,906 | 3 | 13 | 20 | 0.0% |
| Q1 2021 | 58 | $85.9M | 2,037,319 | 6 | 15 | 18 | 0.0% |
| Q4 2020 | 55 | $73.2M | 1,990,058 | 2 | 14 | 17 | 0.0% |
| Q3 2020 | 56 | $154.9M | 4,455,750 | 1 | 11 | 20 | 0.0% |
| Q2 2020 | 58 | $171.6M | 4,494,551 | 7 | 19 | 12 | 0.0% |
| Q1 2020 | 53 | $324.6M | 8,167,565 | 4 | 18 | 15 | 0.0% |
| Q4 2019 | 60 | $230.9M | 4,585,512 | 8 | 19 | 13 | 0.0% |
| Q3 2019 | 54 | $201.4M | 4,447,510 | 4 | 18 | 9 | 0.0% |
| Q2 2019 | 54 | $197.7M | 4,395,581 | 6 | 23 | 6 | 0.0% |
| Q1 2019 | 56 | $197.2M | 4,359,585 | 6 | 13 | 13 | 0.0% |
| Q4 2018 | 53 | $209.1M | 4,745,647 | 0 | 2 | 1 | 0.0% |