Peoples Financial Services Corp. (PFIS) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Peoples Financial Services Corp. (NASDAQ:PFIS) is held by 9 institutional firms.

• The collective stake of institutional investors in Peoples Financial Services moved to 0.8% in December 2025, a shift down from the 31.3% reported for September 2025.
• Institutional share ownership changed by 10.20% QoQ, while the number of institutional owners saw a decrease of 90.72% YoY.
• A review of institutional activity for Peoples Financial Services shows 3 of 9 filers increasing their positions, while 3 reduced their stake, and 3 remained unchanged.
• The total number of shares held by institutions in Peoples Financial Services increased to 79.67K as of December 2025, a net change of up by 7.37K shares quarter on quarter, and down 2.99Mn shares year over year.
• Alliance Wealth Advisors, LLC continues to be the largest institutional holder of Peoples Financial Services as of December 31, 2025, with a position of 44.80K shares, representing 0.45% of the company's outstanding stock.
• Among the most significant buyers of Peoples Financial Services during December 2025 were Alliance Wealth Advisors, LLC (7.16K), Versant Capital Management, Inc (284), SIGNATUREFD, LLC (32).
• Leading sellers of Peoples Financial Services stock in December 2025 included GAMMA Investing LLC (96), True Wealth Design, LLC (4), HARBOR CAPITAL ADVISORS, INC. (2).
• The top 9 institutional holders of Peoples Financial Services for the quarter ending December 2025 included Alliance Wealth Advisors, LLC (44.80K), EAGLE WEALTH STRATEGIES LLC (28.66K), LVW Advisors, LLC (5.39K), Versant Capital Management, Inc (564), GAMMA Investing LLC (127), HARBOR CAPITAL ADVISORS, INC. (95), SIGNATUREFD, LLC (32), True Wealth Design, LLC (9), NISA INVESTMENT ADVISORS, LLC (3).