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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 %
BlackRock
1
BlackRock
New York
$32.4M -$1.12M -22,758 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$63K +1,276 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.5M +$935K +18,942 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$11.4M +$615K +12,447 +6%
State Street
5
State Street
Massachusetts
$10.2M -$35K -708 -0.3%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$10.1M -$107K -2,163 -1%
Northern Trust
7
Northern Trust
Illinois
$3.82M -$54.3K -1,099 -1%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$3.31M +$375K +7,600 +13%
BCM
9
Bridgeway Capital Management
Texas
$3.14M +$6.86K +139 +0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.63M +$106K +2,153 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.43M +$494 +10 +0%
EF
12
Empowered Funds
Pennsylvania
$2.01M +$6.86K +139 +0.3%
SBH
13
Segall Bryant & Hamill
Illinois
$1.99M +$1.99M +40,361 New
AWAP
14
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.86M -$8.69K -176 -0.5%
Morgan Stanley
15
Morgan Stanley
New York
$1.78M +$385K +7,800 +28%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.59M -$88.9K -1,800 -5%
Wells Fargo
17
Wells Fargo
California
$1.43M +$91.5K +1,854 +7%
EWS
18
Eagle Wealth Strategies
New Jersey
$1.41M – – –
CCM
19
Cutler Capital Management
Massachusetts
$1.38M – – –
Millennium Management
20
Millennium Management
New York
$1.36M -$152K -3,081 -10%
Charles Schwab
21
Charles Schwab
California
$1.36M +$56K +1,135 +4%
NL
22
Nuveen LLC
North Carolina
$1.11M -$288K -5,836 -21%
BAM
23
Berkshire Asset Management
Pennsylvania
$1.03M – – –
American Century Companies
24
American Century Companies
Missouri
$959K +$37.8K +765 +4%
Barclays
25
Barclays
United Kingdom
$766K +$302K +6,114 +65%
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