PFIS Institutional Ownership
Peoples Financial Services Corp.
1W: +5.5%
1M: +2.2%
3M: -0.8%
YTD: +49.8%
1Y: +53.3%
3Y: +95.9%
5Y: +84.1%
$70.97
-0.40 (-0.56%)
After Hours: $70.72 (-0.25, -0.36%)
Weekly Expected Move ±3.2%
$66
$68
$71
$73
$75
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PFIS
134
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$236M
Total Invested
23
New Positions
55
Increased
26
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 744,487 | $53M | +109,791 | +17.3% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 403,159 | $29M | +11,125 | +2.8% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 339,265 | $24M | +22,644 | +7.2% | 43Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 249,636 | $18M | +14,266 | +6.1% | 49Q | SEC ↗ |
| 5 | STATE STREET CORP | 212,476 | $15M | +12,041 | +6.0% | 46Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 202,754 | $14M | +83,727 | +70.3% | 11Q | SEC ↗ |
| 7 | PEOPLES FINANCIAL SERVICES CORP. | 90,401 | $6M | -640 | -0.7% | 49Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 86,119 | $6M | +11,946 | +16.1% | 49Q | SEC ↗ |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 82,968 | $6M | +4,257 | +5.4% | 34Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 78,816 | $6M | +25,119 | +46.8% | 2Q | SEC ↗ |
| 11 | VANGUARD FIDUCIARY TRUST CO | 61,975 | $4M | +799 | +1.3% | 2Q | SEC ↗ |
| 12 | Empowered Funds, LLC | 60,068 | $4M | +4,257 | +7.6% | 13Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 52,639 | $4M | +1,627 | +3.2% | 49Q | SEC ↗ |
| 14 | MORGAN STANLEY | 49,157 | $4M | +15,906 | +47.8% | 49Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 48,429 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 16 | Alliance Wealth Advisors, LLC | 44,933 | $3M | +227 | +0.5% | 23Q | SEC ↗ |
| 17 | SEGALL BRYANT & HAMILL, LLC | 37,621 | $3M | -2,590 | -6.4% | 5Q | SEC ↗ |
| 18 | TWO SIGMA INVESTMENTS, LP | 34,944 | $2M | +13,009 | +59.3% | 6Q | SEC ↗ |
| 19 | FIRST TRUST ADVISORS LP | 34,125 | $2M | +1,338 | +4.1% | 7Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 33,876 | $2M | +4,153 | +14.0% | 49Q | SEC ↗ |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 30,140 | $2M | +200 | +0.7% | 2Q | SEC ↗ |
| 22 | Cutler Capital Management, LLC | 28,746 | $2M | -2 | -0.0% | 8Q | SEC ↗ |
| 23 | EAGLE WEALTH STRATEGIES LLC | 28,655 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 24 | Quantinno Capital Management LP | 27,396 | $2M | +11,034 | +67.4% | 5Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 26,445 | $2M | +2,346 | +9.7% | 15Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 26,445 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Nuveen, LLC | 23,227 | $2M | +2,767 | +13.5% | 6Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 21,565 | $2M | +11,267 | +109.4% | 5Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 19,298 | $1M | -8,652 | -31.0% | 4Q | SEC ↗ |
| 30 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 15,153 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 31 | LPL Financial LLC | 14,156 | $1M | +1,902 | +15.5% | 8Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 14,108 | $1M | -627 | -4.3% | 25Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 13,813 | $986K | +4,600 | +49.9% | 15Q | SEC ↗ |
| 34 | CITIGROUP INC | 12,799 | $913K | +6,498 | +103.1% | 49Q | SEC ↗ |
| 35 | &PARTNERS | 12,381 | $884K | +6 | +0.0% | 8Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 12,249 | $874K | — | +0.0% | 28Q | SEC ↗ |
| 37 | RHUMBLINE ADVISERS | 11,949 | $853K | +558 | +4.9% | 49Q | SEC ↗ |
| 38 | Stone House Investment Management, LLC | 11,832 | $844K | +1,652 | +16.2% | 26Q | SEC ↗ |
| 39 | Jacobi Capital Management LLC | 11,451 | $817K | +30 | +0.3% | 8Q | SEC ↗ |
| 40 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,188 | $798K | — | +0.0% | 9Q | SEC ↗ |
| 41 | Invesco Ltd. | 9,826 | $701K | -1,653 | -14.4% | 10Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 9,235 | $659K | +1,922 | +26.3% | 49Q | SEC ↗ |
| 43 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 9,046 | $646K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Riggs Asset Managment Co. Inc. | 8,887 | $634K | +26 | +0.3% | 49Q | SEC ↗ |
| 45 | Focus Partners Wealth | 8,841 | $631K | +242 | +2.8% | 8Q | SEC ↗ |
| 46 | XTX Topco Ltd NEW | 8,400 | $600K | — | +0.0% | 1Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV | 7,820 | $558K | +2,003 | +34.4% | 4Q | SEC ↗ |
| 48 | PRICE T ROWE ASSOCIATES INC /MD | 7,748 | $553K | +1,408 | +22.2% | 5Q | SEC ↗ |
| 49 | ALLIANCEBERNSTEIN L.P. | 7,400 | $528K | +800 | +12.1% | 13Q | SEC ↗ |
| 50 | Connor, Clark & Lunn Investment Manage | 7,209 | $515K | -995 | -12.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 26,445 | $2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,046 | $646K |
| XTX Topco Ltd | 8,400 | $600K |
| Sequoia Financial Advisors, LLC | 5,921 | $423K |
| ExodusPoint Capital Management, LP | 5,541 | $395K |
| SEIZERT CAPITAL PARTNERS, LLC | 5,174 | $369K |
| Engineers Gate Manager LP | 5,055 | $361K |
| Savant Capital, LLC | 5,011 | $358K |
| AMERIPRISE FINANCIAL INC | 4,375 | $312K |
| Cetera Investment Advisers | 4,076 | $291K |
| Cresset Asset Management, LLC | 3,698 | $264K |
| Man Group plc | 3,515 | $251K |
| Creative Planning | 3,508 | $250K |
| Waldron Private Wealth LLC | 3,255 | $232K |
| Van Hulzen Asset Management, LLC | 3,238 | $231K |
| IEQ CAPITAL, LLC | 3,034 | $217K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,770 | $126K |
| Integrated Wealth Concepts LLC | 152 | $11K |
| Global Retirement Partners, LLC | 89 | $6K |
| Larson Financial Group LLC | 20 | $1K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 12,225 | $872K |
| STIFEL FINANCIAL CORP | 11,418 | $815K |
| STONERIDGE INVESTMENT PARTNERS LLC | 8,932 | $637K |
| CITADEL ADVISORS LLC | 6,360 | $454K |
| FRANKLIN RESOURCES INC | 5,554 | $396K |
| JANE STREET GROUP, LLC | 4,249 | $303K |
| Quadrature Capital Ltd | 4,182 | $298K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,923 | $280K |
| Thrivent Financial for Lutherans | 3,785 | $270K |
| STRS OHIO | 900 | $64K |
| AMALGAMATED BANK | 293 | $21K |
| NewEdge Advisors, LLC | 176 | $13K |
| Root Financial Partners, LLC | 8 | $1K |
| MAI Capital Management | 3 | $0K |
| Keating Financial Advisory Services | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +109,791 | +17.3% | 744,487 |
| AMERICAN CENTURY COMPANIES INC | +83,727 | +70.3% | 202,754 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +25,119 | +46.8% | 78,816 |
| DIMENSIONAL FUND ADVISORS LP | +22,644 | +7.2% | 339,265 |
| MORGAN STANLEY | +15,906 | +47.8% | 49,157 |
| GEODE CAPITAL MANAGEMENT, LLC | +14,266 | +6.1% | 249,636 |
| TWO SIGMA INVESTMENTS, LP | +13,009 | +59.3% | 34,944 |
| STATE STREET CORP | +12,041 | +6.0% | 212,476 |
| NORTHERN TRUST CORP | +11,946 | +16.1% | 86,119 |
| AQR CAPITAL MANAGEMENT LLC | +11,267 | +109.4% | 21,565 |
| VANGUARD CAPITAL MANAGEMENT LLC | +11,125 | +2.8% | 403,159 |
| Quantinno Capital Management LP | +11,034 | +67.4% | 27,396 |
| CITIGROUP INC | +6,498 | +103.1% | 12,799 |
| BANK OF AMERICA CORP /DE | +4,600 | +49.9% | 13,813 |
| Empowered Funds, LLC | +4,257 | +7.6% | 60,068 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +4,257 | +5.4% | 82,968 |
| WELLS FARGO & COMPANY/MN | +4,153 | +14.0% | 33,876 |
| Sterling Capital Management LLC | +4,142 | +1463.6% | 4,425 |
| Russell Investments Group, Ltd. | +4,019 | +567.7% | 4,727 |
| Nuveen, LLC | +2,767 | +13.5% | 23,227 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | -10,648 | -64.4% | 5,879 |
| GOLDMAN SACHS GROUP INC | -8,652 | -31.0% | 19,298 |
| SEGALL BRYANT & HAMILL, LLC | -2,590 | -6.4% | 37,621 |
| Invesco Ltd. | -1,653 | -14.4% | 9,826 |
| Connor, Clark & Lunn Investment Man | -995 | -12.1% | 7,209 |
| BARCLAYS PLC | -687 | -33.4% | 1,372 |
| BNP PARIBAS FINANCIAL MARKETS | -666 | -33.5% | 1,323 |
| PEOPLES FINANCIAL SERVICES CORP. | -640 | -0.7% | 90,401 |
| COMMONWEALTH EQUITY SERVICES, LLC | -627 | -4.3% | 14,108 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -374 | -74.2% | 130 |
| CWM, LLC | -169 | -20.5% | 654 |
| LVW Advisors, LLC | -110 | -2.0% | 5,283 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -83 | -1.9% | 4,350 |
| Optiver Holding B.V. | -64 | -69.6% | 28 |
| NATIONAL BANK OF CANADA /FI | -4 | -0.4% | 996 |
| True Wealth Design, LLC | -3 | -33.3% | 6 |
| Cutler Capital Management, LLC | -2 | -0.0% | 28,746 |