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Peoples Financial Services (PFIS)

CUSIP: 711040105 | NYSE | Financial Services · Banks - Regional | Small Cap | 247 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP359,489
0.0% of portfolio›$24.2M
Peoples Financial Services Corp.88,942
2.6% of portfolio›$6.0M
Commonwealth Equity Services, LLC79,954
0.0% of portfolio›$5.4M
Alliance Wealth Advisors, LLC44,906
1.0% of portfolio›$3.0M
Eagle Wealth Strategies LLC28,655
0.7% of portfolio›$1.9M
Stone House Investment Management, LLC11,343
0.1% of portfolio›$764.0K
Riggs Asset Managment Co. Inc.9,646
0.1% of portfolio›$649.8K
Citigroup Inc9,280
0.0% of portfolio›$625.1K
Creative Planning6,925
0.0% of portfolio›$466.5K
Archer Investment Corp5,000
0.1% of portfolio›$336.8K
Seizert Capital Partners, LLC4,845
0.0% of portfolio›$326.4K
Sterling Capital Management LLC4,448
0.0% of portfolio›$299.6K
LVW Advisors, LLC4,387
0.0% of portfolio›$295.5K
Waldron Private Wealth LLC3,255
0.0% of portfolio›$219.3K
Hoey Investments, Inc2,471
0.0% of portfolio›$166.4K
Farther Finance Advisors, LLC1,293
0.0% of portfolio›$87.1K
Versant Capital Management, Inc564
0.0% of portfolio›$38.0K
Capital Advisors, Ltd. LLC414
0.0% of portfolio›$28
State of Alaska, Department of Revenue396
0.0% of portfolio›$26
Gamma Investing LLC224
0.0% of portfolio›$15.1K
Harbor Capital Advisors, Inc.156
0.0% of portfolio›$11
Pension & Wealth Management Advisors, Inc.122
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.60
0.0% of portfolio›$4.0K
Signaturefd, LLC52
0.0% of portfolio›$3.5K
Parallel Advisors, LLC47
0.0% of portfolio›$3.2K
Essential Partners LLC27
0.0% of portfolio›$1.8K
Root Financial Partners, LLC23
0.0% of portfolio›$1.5K
EverSource Wealth Advisors, LLC23
0.0% of portfolio›$1.5K
Covestor Ltd16
0.0% of portfolio›$1
IFP Advisors, Inc10
0.0% of portfolio›$674
True Wealth Design, LLC6
0.0% of portfolio›$405
Nisa Investment Advisors, LLC5
0.0% of portfolio›$337
SBI Securities Co., Ltd.4
0.0% of portfolio›$269
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
359,489$24.2M0.0%IndexLowAustin, TX2026-11-04
Peoples Financial Services Corp.
88,942$6.0M2.6%CoreVery LowMoosic, PA2026-10-20
Commonwealth Equity Services, LLC
79,954$5.4M0.0%ETFLowWaltham, MA2026-11-02
Alliance Wealth Advisors, LLC
44,906$3.0M1.0%CoreVery LowScranton, PA2026-10-14
Eagle Wealth Strategies LLC
28,655$1.9M0.7%ETFVery LowMullica Hill, NJ2026-10-20
Stone House Investment Management, LLC
11,343$764.0K0.1%ETFMediumTunkhannock, PA2026-10-23
Riggs Asset Managment Co. Inc.
9,646$649.8K0.1%GrowthMediumDallas, PA2026-11-05
Citigroup Inc
9,280$625.1K0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
6,925$466.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Archer Investment Corp
5,000$336.8K0.1%CoreMediumCarmel, IN2026-11-05
Seizert Capital Partners, LLC
4,845$326.4K0.0%ValueMediumBirmingham, MI2026-10-30
Sterling Capital Management LLC
4,448$299.6K0.0%GARPMediumCharlotte, NC2026-10-22
LVW Advisors, LLC
4,387$295.5K0.0%CoreMediumPittsford, NY2026-10-19
Waldron Private Wealth LLC
3,255$219.3K0.0%ETFVery LowBridgeville, PA2026-11-02
Hoey Investments, Inc
2,471$166.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Farther Finance Advisors, LLC
1,293$87.1K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
564$38.0K0.0%GARPLowPhoenix, AZ2026-10-02
Capital Advisors, Ltd. LLC
414$280.0%ETFLowShaker Heights, OH2026-10-27
State of Alaska, Department of Revenue
396$260.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
224$15.1K0.0%IndexVery LowFoster City, CA2026-10-08
Harbor Capital Advisors, Inc.
156$110.0%ValueHighChicago, IL2026-10-22
Pension & Wealth Management Advisors, Inc.
122$8.2K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
60$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
52$3.5K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
47$3.2K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
27$1.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
23$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
23$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
16$10.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
10$6740.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
6$4050.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
5$3370.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
4$2690.0%Agg GrowthLowTokyo, Mexico2026-10-22