SEC 13F Intelligence

PFISPEOPLES FINL SVCS CORP

CUSIP 711040105 · Yahoo Finance ↗ · Google Finance ↗

Peoples Finl Svcs Corp (PFIS) has 114 institutional holders in Filings Flow’s 13F database, together reporting 3.16M shares worth $167M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
114
Q1 2026
Reported Value
$167M
Ticker
PFIS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 38Q4 ’18Q1 ’19: 41Q2 ’19: 40Q2 ’19Q3 ’19: 39Q2 ’21: 44Q2 ’21Q4 ’21: 48Q4 ’22: 53Q4 ’22Q4 ’25: 102Q1 ’26: 114Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $39MQ4 ’18Q1 ’19: $97MQ2 ’19: $82MQ2 ’19Q3 ’19: $83MQ2 ’21: $79MQ2 ’21Q4 ’21: $209MQ4 ’22: $58MQ4 ’22Q4 ’25: $146MQ1 ’26: $167MQ1 ’26Q2 ’26: $10Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PEOPLES FINANCIAL SERVICES CORP.$211M AUM2.30%$5M91.0KQ1 2026OLDER
Alliance Wealth Advisors, LLC$308M AUM0.97%$3M44.9KQ2 2026
EAGLE WEALTH STRATEGIES LLC$262M AUM0.73%$2M28.7KQ2 2026
Cutler Capital Management, LLC$370M AUM0.41%$2M28.7KQ1 2026OLDER
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM0.12%$808,10915.2KQ1 2026OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.10%$472,5818.9KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.10%$542,87910.2KQ1 2026OLDER
FIDELITY D & D BANCORP INC$249M AUM0.09%$225,1064.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.08%$4M78.7KQ1 2026OLDER
Archer Investment Corp$469M AUM0.06%$266,6505.0KQ1 2026OLDER
Shorepoint Capital Partners LLC$503M AUM0.05%$256,0202.3KQ3 2025OLDER
Jacobi Capital Management LLC$1.8B AUM0.03%$609,10211.4KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.03%$2M40.2KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.03%$287,6095.4KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.03%$596,65611.2KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.02%$354,4647.3KQ3 2025OLDER
HOEY INVESTMENTS, INC$693M AUM0.02%$131,7792.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M55.8KQ2 2026
RBF Capital, LLC$2.0B AUM0.01%$278,0635.2KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.01%$64,9551.2KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$320,4606.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.00%$2M29.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$17M316.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$37,433564Q2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M119.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$659,96212.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$223,0264.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$8,069166Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$66,6091.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3M48.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$48,050901Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$872,58516.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$278,6495.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$881,38516.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$151,8312.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M32.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$785,80014.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$437,5198.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M21.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M61.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M235.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$200,9854.1KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$68,9551.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$595,48012.2KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$34M634.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$608,92211.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$21M392.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M74.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$607,47311.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$458,5858.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$250,1854.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M51.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$310,2215.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$11,150168Q2 2026
STATE STREET CORP$2.90T AUM0.00%$11M200.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$25M504.4KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$236,4124.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$221,7464.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$248,5184.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M29.7KQ2 2026
Nuveen, LLC$369.3B AUM0.00%$1M20.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$15,092283Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$549,19210.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M24.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$47,997900Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$653,50612.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M27.9KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$255,9844.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M53.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$336,0336.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M47.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$4809Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$390,0027.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$272,9435.1KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$74714Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$321,4866.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$192,4683.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$612,17611.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$34,878654Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,04157Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$296,1955.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1483Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,79937Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$294,0005.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$106,0732.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$53,1701.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$309,7966.4KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,50747Q2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$37,757708Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3396.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$491,3299.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$225,9594.2KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$8,576176Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$226,6004.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$26,878504Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$109,8062.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,70732Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$80015Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$209,2143.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$42,479803Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4278Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$266,1005.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$44,957843Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4278Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$531Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1603Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1072Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2134Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,44027Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,90692Q2 2026
US BANCORP \DE\$82.4B AUM0.00%$1,06720Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1603Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$13,238248Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1603Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2,08039Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$531Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.