PEOPLES FINANCIAL SERVICES CORP. - PFIS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 650,543 | 31,687 | 0.0% | 0.0% | 1 | +7,210 | 1.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 504,362 | 24,567 | 0.0% | 0.0% | 2 | +12,898 | 2.62% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 298,966 | 14,562 | 0.0% | 0.0% | 3 | +14,333 | 5.04% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 230,008 | 11,206 | 0.0% | 0.0% | 4 | -1,691 | -0.73% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 208,137 | 10,138 | 0.0% | 0.0% | 5 | -1,594 | -0.76% | Q4 2025 | Feb 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 91,791 | 4,470 | 2.08% | 4.13% | 6 | -96,517 | -51.25% | Q4 2025 | Jan 26, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 73,794 | 3,594 | 0.08% | 0.07% | 7 | +4,867 | 7.06% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 70,388 | 3,428 | 0.0% | 0.0% | 8 | -6,105 | -7.98% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,524 | 2,899 | 0.0% | 0.0% | 9 | +5,670 | 10.53% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 50,436 | 2,456 | 0.0% | 0.0% | 10 | +28,251 | 127.34% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 49,089 | 2,391 | 0.0% | 0.0% | 11 | +60 | 0.12% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 47,795 | 2,328 | 0.0% | 0.0% | 12 | +12,556 | 35.63% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 44,797 | 2,182 | 0.95% | 0.82% | 13 | +7,159 | 19.02% | Q4 2025 | Jan 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 40,284 | 1,962 | 0.03% | 0.03% | 14 | -21 | -0.05% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,613 | 1,783 | 0.0% | 0.0% | 15 | +4,460 | 13.87% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 33,027 | 1,608 | 0.0% | 0.0% | 16 | -859 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Cutler Capital Management, LLC | History | Added to | 28,748 | 1,400 | 0.41% | 0.43% | 17 | +800 | 2.86% | Q4 2025 | Feb 13, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 28,655 | 1,395 | 0.65% | 0.69% | 18 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,237 | 1,326 | 0.0% | 0.0% | 19 | +428 | 1.6% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 20,327 | 990 | 0.0% | 0.0% | 20 | -5,500 | -21.3% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 20,320 | 989 | 0.0% | 0.0% | 21 | -2,165 | -9.63% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 19,854 | 967 | 0.0% | 0.0% | 22 | +2,127 | 12.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 19,736 | 961 | 0.0% | 0.0% | 23 | +902 | 4.79% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,173 | 787 | 0.0% | 0.0% | 24 | +856 | 5.59% | Q4 2025 | Feb 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 15,153 | 738 | 0.12% | 0.13% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 14,507 | 706 | 0.0% | 0.0% | 26 | +373 | 2.64% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,494 | 608 | 0.0% | 0.0% | 27 | -2,179 | -14.85% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 12,357 | 601 | 0.0% | 0.0% | 28 | +6 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,249 | 597 | 0.0% | 0.0% | 29 | +5,526 | 82.2% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 12,225 | 595 | 0.0% | 0.0% | 30 | -8,907 | -42.15% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 12,032 | 586 | 0.0% | 0.0% | 31 | -3,648 | -23.27% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 11,885 | 578 | 0.0% | 0.0% | 32 | -1,104 | -8.5% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,779 | 573 | 0.0% | 0.0% | 33 | +3,894 | 49.38% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,725 | 571 | 0.0% | 0.0% | 34 | -1,776 | -13.15% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,588 | 564 | 0.0% | 0.0% | 35 | +4,091 | 54.57% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,418 | 556 | 0.0% | 0.0% | 36 | -890 | -7.23% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,245 | 547 | 0.0% | 0.0% | 37 | +626 | 5.9% | Q4 2025 | Feb 11, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 11,188 | 544 | 0.02% | 0.04% | 38 | -9,908 | -46.97% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 10,746 | 523 | 0.03% | 0.03% | 39 | -64 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 10,166 | 495 | 0.08% | 0.1% | 40 | -1,517 | -12.98% | Q4 2025 | Jan 21, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 9,230 | 449 | 0.09% | 0.1% | 41 | -127 | -1.36% | Q4 2025 | Jan 29, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | Added to | 8,932 | 435 | 0.3% | 0.2% | 42 | +2,807 | 45.83% | Q4 2025 | Feb 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 8,513 | 414 | 0.0% | 0.0% | 43 | +2,040 | 31.52% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 8,075 | 393 | 0.0% | 0.0% | 44 | -6 | -0.07% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,313 | 356 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,095 | 345 | 0.0% | 0.0% | 46 | -673 | -8.66% | Q4 2025 | Jan 08, 2026 |
| UBS Group AG | History | Reduced | 7,019 | 341 | 0.0% | 0.0% | 47 | -982 | -12.27% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,600 | 321 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,360 | 309 | 0.0% | — | 49 | +6,360 | New | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 6,009 | 292 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,573 | 272 | 0.0% | 0.0% | 51 | +637 | 12.91% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,554 | 270 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,504 | 268 | 0.0% | 0.0% | 53 | +1,124 | 25.66% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 5,438 | 265 | 0.0% | — | 54 | +5,438 | New | Q4 2025 | Feb 05, 2026 |
| LVW Advisors, LLC | History | No change | 5,393 | 262 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,225 | 254 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RBF Capital, LLC | History | No change | 5,214 | 253 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,800 | 233 | 0.0% | — | 58 | +4,800 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,455 | 217 | 0.0% | — | 59 | +4,455 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,331 | 210 | 0.0% | 0.0% | 60 | -54 | -1.23% | Q4 2025 | Feb 17, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 4,221 | 205 | 0.09% | 0.11% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,158 | 202 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 2,847 | 138 | 0.0% | 0.0% | 63 | +9 | 0.32% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,559 | 125 | 0.0% | — | 64 | +2,559 | New | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,471 | 120 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,068 | 100 | 0.0% | 0.0% | 66 | -2,756 | -57.13% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 1,992 | 97 | 0.0% | 0.0% | 67 | +1,855 | 1354.01% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | New | 1,300 | 63 | 0.0% | — | 68 | +1,300 | New | Q4 2025 | Feb 02, 2026 |
| Community Bank, N.A. | History | No change | 1,218 | 59 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 941 | 46 | 0.0% | 0.0% | 70 | +204 | 27.68% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 901 | 43 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 864 | 42 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 823 | 40 | 0.0% | 0.0% | 73 | -144 | -14.89% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 803 | 39 | 0.0% | 0.0% | 74 | -60 | -6.95% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 771 | 37 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 564 | 27 | 0.0% | 0.0% | 77 | +284 | 101.43% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 573 | 27 | 0.0% | 0.0% | 76 | -95 | -14.22% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 500 | 24 | 0.0% | — | 78 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 489 | 23 | 0.0% | 0.0% | 79 | -91 | -15.69% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 420 | 20 | 0.0% | 0.0% | 80 | +87 | 26.13% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 396 | 19 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 387 | 18 | 0.0% | 0.0% | 82 | +65 | 20.19% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 293 | 14 | 0.0% | 0.0% | 83 | -25 | -7.86% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 176 | 8 | 0.0% | 0.0% | 84 | +43 | 32.33% | Q4 2025 | Feb 18, 2026 |
| GAMMA Investing LLC | History | Reduced | 127 | 6 | 0.0% | 0.0% | 85 | -96 | -43.05% | Q4 2025 | Jan 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 95 | 5 | 0.0% | 0.0% | 86 | -2 | -2.06% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 84 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 59 | 2 | 0.0% | 0.0% | 88 | -217 | -78.62% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 32 | 1 | 0.0% | — | 89 | +32 | New | Q4 2025 | Jan 20, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -46,027 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,292 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,546 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -4,117 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -187 | -92.57% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -4 | -30.77% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |