Peoples Financial Services

PFIS • NASDAQ

Peoples Financial Services is a banks - regional company in the financial services sector on NASDAQ, led by Gerard A. Champi, with a market cap of $526.0M. As of Q3 2025, 31% of shares are held by 102 institutional investors, with BlackRock, Inc. as the largest holder at 6.44%.

Chief Executive OfficerGerard A. Champi

Market Cap$526.0M

Banks - Regional

Financial Services

Employees395.0

Websitepsbt.com

Country

United States of America

Overview

Overview of institutional ownership in PFIS as of Q3 2025 with a market cap of $485.8M

All Institutions

Institutions: 102
Value Held: $151.8M
Shares Held: 3.1M
Avg Position: $1.5M
Median Position: $294.9K

Hedge Funds

Hedge Funds: 7
Value Held: $5.0M
Shares Held: 102.4K
Avg Position: $711.3K
Median Position: $713.3K

Ownership Breakdown

Institutional (non-HF)

30.22%

$146.8M

Hedge Funds

1.02%

$5.0M

Retail & Other

68.75%

$334.0M

Based on market cap of $485.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PFIS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$31.3M 0.00% of portfolio	6.44% 643.3K shares	Q2 2014 Held for 11y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$23.9M 0.00% of portfolio	4.92% 491.5K shares	Q2 2014 Held for 11y 5m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$13.8M 0.00% of portfolio	2.85% 284.6K shares	Q4 2015 Held for 9y 11m	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$11.3M 0.00% of portfolio	2.32% 231.7K shares	Q2 2014 Held for 11y 5m	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$10.2M 0.00% of portfolio	2.10% 209.7K shares	Q2 2014 Held for 11y 5m	$2.88T
PEOPLES FINANCIAL SERVICES CORP. Institution	Gerard A. Champi CEO	$9.2M 4.13% of portfolio	1.88% 188.3K shares	Q2 2014 Held for 11y 5m	$221.4M
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$3.7M 0.00% of portfolio	0.77% 76.5K shares	Q2 2014 Held for 11y 5m	$782.01B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	$3.4M 0.07% of portfolio	0.69% 68.9K shares	Q1 2018 Held for 7y 8m	$4.7B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$2.6M 0.00% of portfolio	0.54% 53.9K shares	Q2 2014 Held for 11y 5m	$556.34B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$2.4M 0.00% of portfolio	0.49% 49.0K shares	Q2 2014 Held for 11y 5m	$164.83B

Net Capital Flow

Institutional buying and selling activity for PFIS in Q3 2025

Traded: −$1.2M
Buyers: 60
Sellers: 31
Total Bought: +$8.9M
Total Sold: −$10.1M
Avg Position: $1.4M

Biggest Buyers

Institution	Net Bought	Current Position
FIRST TRUST ADVISORS LP ETF Provider	+$1.3M +27.5K shares	$1.6M 33.9K shares
GOLDMAN SACHS GROUP INC Institution	+$915.5K +18.8K shares	$915.5K 18.8K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$520.9K +10.7K shares	$13.8M 284.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$447.2K +9.2K shares	$713.3K 14.7K shares
MEEDER ASSET MANAGEMENT INC Long Only Manager	+$354.5K +7.3K shares	$354.5K 7.3K shares
Q Qube Research & Technologies Ltd Institution	+$334.1K +6.9K shares	$1.0M 21.1K shares
J JANE STREET GROUP, LLC Institution	+$323.8K +6.7K shares	$888.7K 18.3K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$314.7K +6.5K shares	$314.7K 6.5K shares
FRANKLIN RESOURCES INC Institution	+$270.0K +5.6K shares	$270.0K 5.6K shares
Q Quadrature Capital Ltd Institution	+$269.5K +5.5K shares	$269.5K 5.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$3.3M −67.0K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.1M −22.8K shares	$225.6K 4.6K shares
PEOPLES FINANCIAL SERVICES CORP. Institution	−$794.9K −16.4K shares	$9.2M 188.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$655.7K −13.3K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$628.6K −12.9K shares	$31.3M 643.3K shares
AMERIPRISE FINANCIAL INC Institution	−$599.6K −12.1K shares	Sold Off 0 shares
Fourthstone LLC Hedge Fund•Long/Short	−$568.3K −11.5K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$305.5K −6.3K shares	$1.3M 25.8K shares
Savant Capital, LLC RIA/Wealth	−$267.0K −5.4K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$257.7K −5.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PFIS in Q3 2025

New Positions: 8
New Value: $804.2K
Exited Positions: 10
Exited Value: $6.2M

New Positions

Institution	Position Value
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$314.7K 6.5K shares
Shorepoint Capital Partners LLC RIA/Wealth	$256.0K 2.3K shares
Semanteon Capital Management, LP Hedge Fund•Long/Short	$200.1K 4.1K shares
S State of Alaska, Department of Revenue Institution	$19.2K 396.0 shares
Q Quarry LP Institution	$8.1K 166.0 shares
O Optiver Holding B.V. Institution	$4.1K 84.0 shares
Q QUADRANT CAPITAL GROUP LLC Institution	$1.8K 37.0 shares
ROTHSCHILD INVESTMENT LLC RIA/Wealth	$243.0 5.0 shares

Exited Positions

Institution	Previous Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$3.3M 67.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$655.7K 13.3K shares
AMERIPRISE FINANCIAL INC Institution	$599.6K 12.1K shares
Fourthstone LLC Hedge Fund•Long/Short	$568.3K 11.5K shares
Savant Capital, LLC RIA/Wealth	$267.0K 5.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$257.7K 5.2K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$241.9K 4.9K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$201.9K 4.1K shares
S State of Tennessee, Treasury Department Institution	$103.4K 2.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$43.5K 882.0 shares

Options Activity

Institutions with the largest Call and Put options positions in PFIS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PFIS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PEOPLES FINANCIAL SERVICES CORP. Institution	Gerard A. Champi CEO	4.13% $9.2M	1.88% 188.3K shares	Q2 2014 Held for 11y 5m	$221.4M
A Alliance Wealth Advisors, LLC RIA/Wealth	Patrick Neal Clark Managing Partner	0.92% $1.8M	0.38% 37.6K shares	Q4 2020 Held for 4y 11m	$198.6M
EAGLE WEALTH STRATEGIES LLC RIA/Wealth	Christopher Thomas Tully President	0.69% $1.4M	0.29% 28.7K shares	Q4 2023 Held for 1y 11m	$201.0M
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb	Geoffrey Kristopher Allan Dancey President	0.66% $1.4M	0.28% 27.9K shares	Q3 2024 Held for 1y 2m	$205.9M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.25% $200.1K	0.04% 4.1K shares	Q3 2025 Held for 2 months	$79.7M
STONERIDGE INVESTMENT PARTNERS LLC Long Only Manager	Steven Leroy Sanders CEO	0.21% $297.7K	0.06% 6.1K shares	Q1 2025 Held for 8 months	$144.0M
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC RIA/Wealth	Thomas Joseph Scalici CEO	0.13% $736.6K	0.15% 15.2K shares	Q3 2024 Held for 1y 2m	$572.0M
F FIDELITY D & D BANCORP INC Institution	-	0.11% $205.2K	0.04% 4.2K shares	Q3 2023 Held for 2y 2m	$179.4M
Riggs Asset Managment Co. Inc. RIA/Wealth	Robert Joseph Graham Founder	0.10% $454.8K	0.09% 9.4K shares	Q2 2014 Held for 11y 5m	$459.4M
Stone House Investment Management, LLC RIA/Wealth	Raymond Scott Stone Managing Partner	0.10% $567.9K	0.12% 11.7K shares	Q4 2016 Held for 8y 11m	$578.1M

Hedge Fund Spotlight

Discover hedge funds investing in PFIS

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Peoples Financial Services

Market Value: $364.4K
Shares Held: 7.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

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