Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PFIS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 635K | $33.8M | -2.4% | 6.343% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 392K | $20.9M | — | 3.918% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 317K | $16.9M | +5.9% | 3.164% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 235K | $12.6M | +2.3% | 2.352% | 0.00% |
| 5 | STATE STREET CORP | 200K | $10.7M | -3.7% | 2.003% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 119K | $6.3M | +136.0% | 1.190% | 0.00% |
| 7 | PEOPLES FINANCIAL SERVICES CORP. | 91K | $4.9M | -0.8% | 0.910% | 2.30% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 79K | $4.2M | +6.7% | 0.787% | 0.08% |
| 9 | NORTHERN TRUST CORP | 74K | $4.0M | +5.4% | 0.741% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 61K | $3.3M | — | 0.611% | 0.00% |
| 11 | Empowered Funds, LLC | 56K | $3.0M | +9.7% | 0.558% | 0.02% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 54K | $2.9M | — | 0.537% | 0.00% |
| 13 | Bank of New York Mellon Corp | 51K | $2.7M | -14.3% | 0.510% | 0.00% |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 48K | $2.6M | -1.3% | 0.484% | 0.00% |
| 15 | Alliance Wealth Advisors, LLC | 45K | $2.4M | -0.2% | 0.447% | 1.07% |
| 16 | MORGAN STANLEY | 33K | $1.8M | -30.4% | 0.332% | 0.00% |
| 17 | FIRST TRUST ADVISORS LP | 33K | $1.7M | -0.7% | 0.328% | 0.00% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 30K | $1.6M | — | 0.299% | 0.00% |
| 19 | WELLS FARGO & COMPANY/MN | 30K | $1.6M | -18.8% | 0.297% | 0.00% |
| 20 | Cutler Capital Management, LLC | 29K | $1.5M | 0.0% | 0.287% | 0.42% |
| 21 | EAGLE WEALTH STRATEGIES LLC | 29K | $1.5M | 0.0% | 0.286% | 0.67% |
| 22 | GOLDMAN SACHS GROUP INC | 28K | $1.5M | +41.6% | 0.279% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24K | $1.3M | -11.5% | 0.241% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 22K | $1.2M | +10.5% | 0.219% | 0.00% |
| 25 | Nuveen, LLC | 20K | $1.1M | +0.7% | 0.204% | 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.
Filings activity in PFIS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 111 | +7.8% | 25.77% | +2.48 pp | $164M | +11% |
| Q4 2025 | 103 | +3.0% | 23.29% | 0.29 pp | $148M | 1.2% |
| Q3 2025 | 100 | +4.2% | 23.58% | 0.48 pp | $150M | 2.0% |
| Q2 2025 | 96 | +3.2% | 24.06% | +2.56 pp | $153M | +12% |
| Q1 2025 | 93 | 1.1% | 21.50% | 2.38 pp | $137M | 10.0% |
| Q4 2024 | 94 | +13% | 23.88% | +2.69 pp | $152M | +13% |
| Q3 2024 | 83 | +19% | 21.19% | +4.36 pp | $135M | +26% |
| Q2 2024 | 70 | — | 16.83% | — | $107M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PFIS stock.
Based on Q1 2026 13F filings, institutional ownership of Peoples Financial Services Corp. stands at 25.8%, held across 111 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PFIS, with approximately 634,696 shares worth $0.03B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PFIS, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for PFIS is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in PFIS during Q1 2026, while 8 fully exited. 76 added to existing positions and 17 trimmed.
PFIS institutional ownership rose by 2.48 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 71.7% of all reported 13F value in PFIS, and the top 25 account for 89.0%.
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