| 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 250K | $16.6M | +6.1% | 2.494% | 0.00% |
| 5 | STATE STREET CORP | 212K | $14.1M | +6.0% | 2.123% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 203K | $13.5M | +70.3% | 2.025% | 0.01% |
| 7 | PEOPLES FINANCIAL SERVICES CORP. | 90K | $6.0M | -0.7% | 0.903% | 2.59% |
| 8 | NORTHERN TRUST CORP | 86K | $5.7M | +16.1% | 0.860% | 0.00% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83K | $5.5M | +5.4% | 0.829% | 0.10% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 79K | $5.2M | +46.8% | 0.787% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 62K | $4.1M | +1.3% | 0.619% | 0.00% |
| 12 | Empowered Funds, LLC | 60K | $4.0M | +7.6% | 0.600% | 0.02% |
| 13 | Bank of New York Mellon Corp | 53K | $3.5M | +3.2% | 0.526% | 0.00% |
| 14 | MORGAN STANLEY | 49K | $3.3M | +47.8% | 0.491% | 0.00% |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 48K | $3.2M | 0.0% | 0.484% | 0.00% |
| 16 | Alliance Wealth Advisors, LLC | 45K | $3.0M | +0.5% | 0.449% | 0.97% |
| 17 | SEGALL BRYANT & HAMILL, LLC | 38K | $2.5M | -6.4% | 0.376% | 0.03% |
| 18 | TWO SIGMA INVESTMENTS, LP | 35K | $2.3M | +59.3% | 0.349% | 0.00% |
| 19 | FIRST TRUST ADVISORS LP | 34K | $2.3M | +4.1% | 0.341% | 0.00% |
| 20 | WELLS FARGO & COMPANY/MN | 34K | $2.2M | +14.0% | 0.338% | 0.00% |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 30K | $2.0M | +0.7% | 0.301% | 0.01% |
| 22 | Cutler Capital Management, LLC | 29K | $1.9M | -0.0% | 0.287% | 0.50% |
| 23 | EAGLE WEALTH STRATEGIES LLC | 29K | $1.9M | 0.0% | 0.286% | 0.73% |
| 24 | Quantinno Capital Management LP | 27K | $1.8M | +67.4% | 0.274% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26K | $1.8M | +9.7% | 0.264% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PFIS — a direct measure of their conviction.
Institutions that fully closed their PFIS position in Q2 2026
| 31.28% |
| +0.98 pp |
| $137M |
| 10.0% |
| Q4 2024 | 94 | +13% | 30.30% | +1.15 pp | $152M | +13% |
| Q3 2024 | 83 | — | 29.15% | — | $135M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
19 institutions opened new positions in PFIS during Q2 2026, while 10 fully exited. 94 added to existing positions and 7 trimmed.
PFIS institutional ownership rose by 4.13 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 70.5% of all reported 13F value in PFIS, and the top 25 account for 87.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Peoples Financial Services Corp. (PFIS) Institutional Ownership