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Peoples Financial Services Ownership | Who Owns Peoples Financial Services?

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Peoples Financial Services Ownership Summary

Peoples Financial Services is owned by 41.35% institutional investors, 7.34% insiders, and 51.31% 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

TypeName% Inst% Insiders% Retail
StockPeoples Financial Services41.35%7.34%51.31%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock581.82K8.25%$26.50M
Vanguard group363.01K5.15%$16.53M
Peoples financial services237.59K3.37%$10.82M
Dimensional fund advisors lp191.93K2.72%$8.74M
Geode capital management183.99K2.61%$8.38M
State street170.42K2.42%$7.76M
Northern trust62.77K0.89%$2.86M
Bridgeway capital management51.49K0.73%$2.34M
Bank of new york mellon47.18K0.67%$2.15M
Pnc financial services group35.08K0.50%$1.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Peoples financial services237.59K4.89%$10.82M
Eagle wealth strategies28.61K1.05%$1.30M
Fidelity d & d bancorp8.31K0.29%$378.53K
Alliance wealth advisors7.53K0.22%$342.92K
Stone house investment management11.65K0.14%$530.39K
Riggs asset managment4.27K0.06%$194.64K
Bridgeway capital management51.49K0.05%$2.34M
Berkshire asset management llc/pa12.79K0.03%$582.50K
Empowered funds28.59K0.02%$1.30M
Sabal trust6.01K0.02%$273.65K

Top Buyers

HolderShares% AssetsChange
Blackrock581.82K0.00%87.67K
Vanguard group363.01K0.00%40.23K
Geode capital management183.99K0.00%34.07K
State street170.42K0.00%20.94K
Berkshire asset management llc/pa12.79K0.03%12.79K

Top Sellers

HolderShares% AssetsChange
Peoples financial services237.59K4.89%-62.91K
Citadel advisors---11.92K
Jpmorgan chase4.28K--11.64K
Quadrature capital---10.71K
Millennium management12.48K0.00%-6.10K

New Positions

HolderShares% AssetsChangeValue
Berkshire asset management llc/pa12.79K0.03%12.79K$582.50K
Jane street group6.98K0.00%6.98K$317.78K
Corebridge financial4.95K0.00%4.95K$225.51K
Mirae asset global etfs3.25K0.00%3.25K$148.19K
Russell investments group303.00-303.00$13.80K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20248525.00%2,918,01522.76%413.64%5244.44%13-23.53%
Jun 30, 2024681.49%2,377,1025.78%333.32%3671.43%17-34.62%
Mar 31, 202467-2,247,2850.55%313.22%21-44.74%2673.33%
Dec 31, 20236719.64%2,234,9865.39%313.51%38100.00%15-25.00%
Sep 30, 202356-5.08%2,120,641-3.83%293.14%19-17.39%205.26%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv275.84K2.77%-
iShares Russell 2000 ETF239.26K2.40%-532.00
Vanguard Institutional Extnd Mkt Idx Tr147.06K1.47%-861.00
Fidelity Small Cap Index94.06K0.94%-2.39K
iShares Russell 2000 Value ETF66.84K0.67%-
Fidelity Extended Market Index55.12K0.55%-1.52K
DFA US Small Cap Value I48.33K0.48%-
EA Bridgeway Omni Small-Cap Value ETF45.87K0.46%-
State St Russell Sm/Mid Cp® Indx NL Cl C43.34K0.43%-2.00K
Vanguard Russell 2000 ETF42.25K0.42%-272.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 27, 2024BEST CRAIG W CEOSell$142.54K
Nov 21, 2024BEST CRAIG W CEOSell$234.41K
Nov 13, 2024BEST CRAIG W CEOSell$35.59K
Nov 11, 2024BEST CRAIG W CEOSell$260.00K
Aug 07, 2024LOCHEN RICHARD S JR-Buy$5.31K

Insider Transactions Trends

DateBuySell
2024 Q4-4
2024 Q38-
2024 Q11-
2023 Q4--
2023 Q28-

PFIS Ownership FAQ

Who Owns Peoples Financial Services?

Peoples Financial Services shareholders are primarily institutional investors at 41.35%, followed by 7.34% insiders and 51.31% retail investors. The average institutional ownership in Peoples Financial Services's industry, Regional Banks Stocks, is 51.67%, 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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