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Peoples Financial Services
PFIS

Overview Fund Activity

93 hedge funds and large institutions have $155M invested in Peoples Financial Services in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
36
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBH
1
Segall Bryant & Hamill
Illinois
$1.99M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.5M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.4M
4
FL
4
Fourthstone LLC
Missouri
$568K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.78M

Top Sellers

1
BlackRock
1
BlackRock
New York
$32.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$258K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$405K
5
NL
5
Nuveen LLC
North Carolina
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$751K 15,212 +455 +3%
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$748K 15,153 – –
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$704K 14,259 +610 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$702K 14,218 +65 +0.5%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$683K 13,842 +597 +5%
Two Sigma Investments
31
Two Sigma Investments
New York
$610K 12,357 -3,813 -24%
P
32
&Partners
Tennessee
$609K 12,345 +7 +0.1%
Stifel Financial
33
Stifel Financial
Missouri
$608K 12,308 – –
Ameriprise
34
Ameriprise
Minnesota
$600K 12,145 +2,713 +29%
SHIM
35
Stone House Investment Management
Pennsylvania
$576K 11,670 -3 -0%
Jane Street
36
Jane Street
New York
$574K 11,621 +1,124 +11%
FL
37
Fourthstone LLC
Missouri
$568K 11,512 +11,512 New
UBS Group
38
UBS Group
Switzerland
$546K 11,062 -2,889 -21%
JCM
39
Jacobi Capital Management
Pennsylvania
$532K 10,776 +508 +5%
Invesco
40
Invesco
Georgia
$464K 9,401 +129 +1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$405K 8,199 -8,248 -50%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$397K 8,042 +10 +0.1%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$392K 7,341 -605 -8%
Bank of America
44
Bank of America
North Carolina
$362K 7,337 -1,169 -14%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$343K 6,938 -1,260 -15%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$332K 6,723 – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$326K 6,600 +650 +11%
First Trust Advisors
48
First Trust Advisors
Illinois
$316K 6,397 +381 +6%
MIM
49
MetLife Investment Management
New Jersey
$304K 6,149 +924 +18%
HW
50
Hancock Whitney
Mississippi
$297K 6,009 +6,009 New
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