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PFIS NASDAQ

Peoples Financial Services Corp.
1W: +3.2% 1M: +4.8% 3M: +6.7% YTD: +25.0% 1Y: +21.8% 3Y: +77.2% 5Y: +66.2%
$59.25
-0.32 (-0.54%)
 
Weekly Expected Move ±4.2%
$52 $54 $56 $59 $61
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 63 · $593.1M mcap · 9M float · 0.598% daily turnover · Short 72% of daily vol

Institutional Ownership — PFIS

117
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$160M
Total Invested
14
New Positions
24
Increased
47
Reduced
16
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (132 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANGUARD CAPITAL MANAGEMENT LLC NEW 784,068 $$46M +0.0% 1Q SEC ↗
2 BlackRock, Inc. 634,696 $$38M -15,847 -2.4% 7Q SEC ↗
3 VANGUARD GROUP INC 504,362 $$30M +12,898 +2.6% 12Q SEC ↗
4 DIMENSIONAL FUND ADVISORS LP 316,621 $$19M +17,655 +5.9% 13Q SEC ↗
5 GEODE CAPITAL MANAGEMENT, LLC 235,370 $$14M +5,362 +2.3% 13Q SEC ↗
6 STATE STREET CORP 200,435 $$12M -7,702 -3.7% 13Q SEC ↗
7 AMERICAN CENTURY COMPANIES INC 119,027 $$7M +68,591 +136.0% 10Q SEC ↗
8 PEOPLES FINANCIAL SERVICES CORP. 91,041 $$5M -750 -0.8% 13Q SEC ↗
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 78,711 $$5M +4,917 +6.7% 13Q SEC ↗
10 NORTHERN TRUST CORP 74,173 $$4M +3,785 +5.4% 13Q SEC ↗
11 VANGUARD FIDUCIARY TRUST CO NEW 61,176 $$4M +0.0% 1Q SEC ↗
12 Empowered Funds, LLC 55,811 $$3M +4,917 +9.7% 12Q SEC ↗
13 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 53,697 $$3M +0.0% 1Q SEC ↗
14 Bank of New York Mellon Corp 51,012 $$3M -8,512 -14.3% 13Q SEC ↗
15 PNC FINANCIAL SERVICES GROUP, INC. 48,429 $$3M -660 -1.3% 13Q SEC ↗
16 MORGAN STANLEY 47,795 $$3M +12,556 +35.6% 12Q SEC ↗
17 Alliance Wealth Advisors, LLC 44,706 $$3M -91 -0.2% 13Q SEC ↗
18 SEGALL BRYANT & HAMILL, LLC 40,211 $$2M -73 -0.2% 4Q SEC ↗
19 WELLS FARGO & COMPANY/MN 36,613 $$2M +4,460 +13.9% 12Q SEC ↗
20 FIRST TRUST ADVISORS LP 32,787 $$2M -240 -0.7% 6Q SEC ↗
21 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL NEW 29,940 $$2M +0.0% 1Q SEC ↗
22 Cutler Capital Management, LLC 28,748 $$2M +0.0% 7Q SEC ↗
23 EAGLE WEALTH STRATEGIES LLC 28,655 $$2M +0.0% 10Q SEC ↗
24 GOLDMAN SACHS GROUP INC 27,950 $$2M -11,522 -29.2% 3Q SEC ↗
25 CHARLES SCHWAB INVESTMENT MANAGEMENT I 24,099 $$1M -3,138 -11.5% 13Q SEC ↗
26 Nuveen, LLC 20,460 $$1M +140 +0.7% 5Q SEC ↗
27 TWO SIGMA INVESTMENTS, LP 19,854 $$1M +2,127 +12.0% 4Q SEC ↗
28 RENAISSANCE TECHNOLOGIES LLC 16,527 $$979K -3,800 -18.7% 13Q SEC ↗
29 Quantinno Capital Management LP 16,362 $$969K +4,774 +41.2% 4Q SEC ↗
30 CORNERSTONE ADVISORS ASSET MANAGEMENT, 15,153 $$898K +0.0% 7Q SEC ↗
31 COMMONWEALTH EQUITY SERVICES, LLC 14,735 $$873K -1,438 -8.9% 13Q SEC ↗
32 &PARTNERS 12,375 $$733K +18 +0.1% 7Q SEC ↗
33 LPL Financial LLC 12,254 $$726K +222 +1.8% 7Q SEC ↗
34 Janney Montgomery Scott LLC 12,249 $$726K +0.0% 13Q SEC ↗
35 Invesco Ltd. 11,479 $$680K -406 -3.4% 9Q SEC ↗
36 Jacobi Capital Management LLC 11,421 $$677K +675 +6.3% 7Q SEC ↗
37 STIFEL FINANCIAL CORP 11,418 $$677K +0.0% 13Q SEC ↗
38 RHUMBLINE ADVISERS 11,391 $$675K -334 -2.8% 13Q SEC ↗
39 BERKSHIRE ASSET MANAGEMENT LLC/PA 11,188 $$663K -9,908 -47.0% 7Q SEC ↗
40 RBF Capital, LLC 10,428 $$618K +0.0% 7Q SEC ↗
41 AQR CAPITAL MANAGEMENT LLC 10,298 $$610K -2,196 -17.6% 4Q SEC ↗
42 Stone House Investment Management, LLC 10,180 $$603K +14 +0.1% 13Q SEC ↗
43 BANK OF AMERICA CORP /DE 9,213 $$546K -2,566 -21.8% 13Q SEC ↗
44 Riggs Asset Managment Co. Inc. 8,861 $$525K -369 -4.0% 13Q SEC ↗
45 Focus Partners Wealth 8,599 $$509K +524 +6.5% 7Q SEC ↗
46 Connor, Clark & Lunn Investment Manage 8,513 $$504K +2,040 +31.5% 2Q SEC ↗
47 DEUTSCHE BANK AG 7,313 $$433K +0.0% 13Q SEC ↗
48 ALLIANCEBERNSTEIN L.P. 6,600 $$391K +0.0% 11Q SEC ↗
49 CITADEL ADVISORS LLC NEW 6,360 $$377K +0.0% 1Q SEC ↗
50 PRICE T ROWE ASSOCIATES INC /MD 6,340 $$376K +767 +13.8% 4Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
AMERICAN CENTURY COMPANIES INC +68,591 +136.0% 119,027
DIMENSIONAL FUND ADVISORS LP +17,655 +5.9% 316,621
VANGUARD GROUP INC +12,898 +2.6% 504,362
MORGAN STANLEY +12,556 +35.6% 47,795
GEODE CAPITAL MANAGEMENT, LLC +5,362 +2.3% 235,370
Empowered Funds, LLC +4,917 +9.7% 55,811
BRIDGEWAY CAPITAL MANAGEMENT, LLC +4,917 +6.7% 78,711
Quantinno Capital Management LP +4,774 +41.2% 16,362
WELLS FARGO & COMPANY/MN +4,460 +13.9% 36,613
NORTHERN TRUST CORP +3,785 +5.4% 74,173
ROYAL BANK OF CANADA +2,962 +115.7% 5,521
TWO SIGMA INVESTMENTS, LP +2,127 +12.0% 19,854
Connor, Clark & Lunn Investment Man +2,040 +31.5% 8,513
CITIGROUP INC +1,855 +1354.0% 1,992
Farther Finance Advisors, LLC +1,266 +21100.0% 1,272
MERCER GLOBAL ADVISORS INC /ADV +1,124 +25.7% 5,504
Tower Research Capital LLC (TRC) +829 +197.4% 1,249
PRICE T ROWE ASSOCIATES INC /MD +767 +13.8% 6,340
Jacobi Capital Management LLC +675 +6.3% 11,421
Focus Partners Wealth +524 +6.5% 8,599
Biggest Decreases (20)
HolderReducedChange %Total Shares
BlackRock, Inc. -15,847 -2.4% 634,696
BARCLAYS PLC -12,448 -85.8% 2,059
GOLDMAN SACHS GROUP INC -11,522 -29.2% 27,950
BERKSHIRE ASSET MANAGEMENT LLC/PA -9,908 -47.0% 11,188
Bank of New York Mellon Corp -8,512 -14.3% 51,012
STATE STREET CORP -7,702 -3.7% 200,435
JPMORGAN CHASE & CO -6,245 -55.5% 5,000
RENAISSANCE TECHNOLOGIES LLC -3,800 -18.7% 16,527
CHARLES SCHWAB INVESTMENT MANAGEMEN -3,138 -11.5% 24,099
UBS Group AG -2,782 -39.6% 4,237
BANK OF AMERICA CORP /DE -2,566 -21.8% 9,213
WEALTH ENHANCEMENT ADVISORY SERVICE -2,515 -35.4% 4,580
AQR CAPITAL MANAGEMENT LLC -2,196 -17.6% 10,298
Thrivent Financial for Lutherans -1,653 -30.4% 3,785
COMMONWEALTH EQUITY SERVICES, LLC -1,438 -8.9% 14,735
PEOPLES FINANCIAL SERVICES CORP. -750 -0.8% 91,041
PNC FINANCIAL SERVICES GROUP, INC. -660 -1.3% 48,429
SUSQUEHANNA INTERNATIONAL GROUP, LL -532 -11.9% 3,923
Invesco Ltd. -406 -3.4% 11,479
STRS OHIO -400 -30.8% 900

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms