Across its top 20 institutional holders, PFIS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$59.1M

Total Buy Value

$73.7M

Total Sell Value

New buy14

Trim35

Add27

Sold out5

Net Buyers

Net Sellers

Smart Money Convergence

PFIS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

711040105, 71103b102

FAQ

Who are the top institutional investors holding PEOPLES FINANCIAL SERVICES (PFIS)?

Major stakeholders currently include BlackRock, Inc. ($33.8M), Vanguard Capital Management LLC ($20.9M), Dimensional Fund Advisors LP ($16.9M). Based on the latest 13F filings, there are a total of 114 tracked investment funds and institutions maintaining positions in PFIS.

What is the overall institutional sentiment toward PFIS recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.3M, driven by 41 managers accumulating shares while 40 reduced their exposure.

Which institutions have been selling or reducing their PFIS positions?

In the latest period, 35 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $73.7M.

Are there any notable investors adding PFIS to their portfolios?

Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 27 existing holders added to their shares. The total reported buy value for the quarter amounted to $59.1M.