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Peoples Financial Services
PFIS

Overview Fund Activity

94 hedge funds and large institutions have $156M invested in Peoples Financial Services in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.26%
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
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
BlackRock
BlackRock
New York
$32.4M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$258K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$405K
5
NL
Nuveen LLC
North Carolina
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$42.7K +$1.14K +23 +3%
Canada Life
77
Canada Life
Manitoba, Canada
$36K +$5.89K +121 +20%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$32.9K – – –
AB
79
Amalgamated Bank
New York
$16K – – –
VCM
80
Versant Capital Management
Arizona
$13.8K +$4.1K +83 +42%
SCM
81
Sterling Capital Management
North Carolina
$11.3K +$5.18K +105 +85%
GI
82
GAMMA Investing
California
$9.58K -$4K -81 -29%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.79K +56 +45%
EWA
84
EverSource Wealth Advisors
Alabama
$8.94K +$8.79K +178 +5,933%
NA
85
NewEdge Advisors
Louisiana
$8.05K +$8.05K +163 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$6.78K -$3.02K -61 -31%
HCA
87
Harbor Capital Advisors
Illinois
$6K -$1.15K -23 -16%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$2.98K – – –
AAP
89
Arax Advisory Partners
Colorado
$1.14K +$1.14K +23 New
GEA
90
Glen Eagle Advisors
New Jersey
$691 – – –
IA
91
IFP Advisors
Florida
$494 – – –
TWD
92
True Wealth Design
Ohio
$346 – – –
SS
93
SBI Securities
Japan
$197 – – –
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$148 – – –
HNB
95
Huntington National Bank
Ohio
$49 – – –
Goldman Sachs
96
Goldman Sachs
New York
– -$702K -15,782 Closed
MAM
97
Martingale Asset Management
Massachusetts
– -$239K -5,373 Closed
IIM
98
INTECH Investment Management
Florida
– -$228K -5,126 Closed
PCM
99
Polymer Capital Management
New York
– -$206K -4,624 Closed
CF
100
Corebridge Financial
Texas
– -$201K -4,510 Closed
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