Peoples Financial Services Ownership | Who Owns Peoples Financial Services?

Peoples Financial Services Ownership Summary

Peoples Financial Services is owned by 33.70% institutional investors, 7.34% insiders, and 58.95% retail investors. Blackrock is the largest institutional shareholder, holding 8.25% of PFIS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in Peoples Financial Services shares.

PFIS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Peoples Financial Services	33.70%	7.34%	58.95%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Regional Banks Stocks	49.28%	11.59%	39.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	581.82K	8.25%	$26.50M
Vanguard group	363.01K	5.15%	$16.53M
Peoples financial services	237.59K	3.37%	$10.82M
Dimensional fund advisors lp	191.93K	2.72%	$8.74M
Geode capital management	183.99K	2.61%	$8.38M
State street	170.42K	2.42%	$7.76M
Northern trust	62.77K	0.89%	$2.86M
Bridgeway capital management	51.49K	0.73%	$2.34M
Bank of new york mellon	47.18K	0.67%	$2.15M
Pnc financial services group	35.08K	0.50%	$1.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Peoples financial services	237.59K	4.89%	$10.82M
Eagle wealth strategies	28.61K	1.05%	$1.30M
Fidelity d & d bancorp	8.31K	0.29%	$378.53K
Alliance wealth advisors	7.53K	0.22%	$342.92K
Stone house investment management	11.65K	0.14%	$530.39K
Riggs asset managment	4.27K	0.06%	$194.64K
Bridgeway capital management	51.49K	0.05%	$2.34M
Berkshire asset management llc/pa	12.79K	0.03%	$582.50K
Empowered funds	28.59K	0.02%	$1.30M
Sabal trust	6.01K	0.02%	$273.65K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	581.82K	0.00%	87.67K
Vanguard group	363.01K	0.00%	40.23K
Geode capital management	183.99K	0.00%	34.07K
State street	170.42K	0.00%	20.94K
Berkshire asset management llc/pa	12.79K	0.03%	12.79K

Top Sellers

Holder	Shares	% Assets	Change
Peoples financial services	237.59K	4.89%	-62.91K
Citadel advisors	-	-	-11.92K
Jpmorgan chase	4.28K	-	-11.64K
Quadrature capital	-	-	-10.71K
Millennium management	12.48K	0.00%	-6.10K

New Positions

Holder	Shares	% Assets	Change	Value
Berkshire asset management llc/pa	12.79K	0.03%	12.79K	$582.50K
Jane street group	6.98K	0.00%	6.98K	$317.78K
Capstone investment advisors	5.54K	0.00%	5.54K	$252.06K
Corebridge financial	4.95K	0.00%	4.95K	$225.51K
Mirae asset global etfs	3.25K	0.00%	3.25K	$148.19K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Metropolitan life insurance co/ny	-344.00
Lsv asset management	-1.15K
Sg americas securities	-2.42K
American group	-3.38K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	68	1.49%	2,377,102	5.78%	33	3.32%	36	71.43%	17	-34.62%
Mar 31, 2024	67	-	2,247,285	0.55%	31	3.22%	21	-44.74%	26	73.33%
Dec 31, 2023	67	19.64%	2,234,986	5.39%	31	3.51%	38	100.00%	15	-25.00%
Sep 30, 2023	56	-5.08%	2,120,641	-3.83%	29	3.14%	19	-17.39%	20	5.26%
Jun 30, 2023	59	-1.67%	2,205,013	0.11%	30	3.26%	23	4.55%	19	-5.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	275.84K	2.77%	-
iShares Russell 2000 ETF	239.26K	2.40%	-532.00
Vanguard Institutional Extnd Mkt Idx Tr	147.92K	1.48%	3.57K
Fidelity Small Cap Index	94.06K	0.94%	-2.39K
iShares Russell 2000 Value ETF	66.84K	0.67%	-
Fidelity Extended Market Index	55.12K	0.55%	-1.52K
DFA US Small Cap Value I	48.33K	0.48%	-
EA Bridgeway Omni Small-Cap Value ETF	45.87K	0.46%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	43.34K	0.43%	-2.00K
Vanguard Russell 2000 ETF	42.52K	0.43%	5.32K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 07, 2024	LOCHEN RICHARD S JR	-	Buy	$5.31K
Aug 05, 2024	LOCHEN RICHARD S JR	-	Buy	$1.40K
Aug 05, 2024	LOCHEN RICHARD S JR	-	Buy	$11.75K
Aug 05, 2024	LOCHEN RICHARD S JR	-	Buy	$13.79K
Aug 05, 2024	LOCHEN RICHARD S JR	-	Buy	$16.97K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	8	-
2024 Q1	1	-
2023 Q4	-	-
2023 Q2	8	-
2023 Q1	3	-

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 33.70%, followed by 7.34% insiders and 58.96% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 49.28%, which Peoples Financial Services falls below.

Who owns the most shares of Peoples Financial Services?

Peoples Financial Services’s largest shareholders are Blackrock (581.82K shares, 8.25%), Vanguard group (363.02K shares, 5.15%), and Peoples financial services (237.58K shares, 3.37%). Together, they hold 16.77% of Peoples Financial Services’s total shares outstanding.

Does Blackrock own Peoples Financial Services?

Yes, BlackRock owns 8.25% of Peoples Financial Services, totaling 581.82K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.5M$. In the last quarter, BlackRock increased its holdings by 87.68K shares, a 17.74% change.

Who is Peoples Financial Services’s biggest shareholder by percentage of total assets invested?

Peoples financial services is Peoples Financial Services’s biggest shareholder by percentage of total assets invested, with 4.89% of its assets in 237.58K Peoples Financial Services shares, valued at 10.82M$.

Who is the top mutual fund holder of Peoples Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Peoples Financial Services shares, with 2.77% of its total shares outstanding invested in 275.84K Peoples Financial Services shares.

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