PFIS · Peoples Financial Services Corp. · Shareholders & Ownership

$70.04 +1.26 (+1.83%)

Russell 2000 member Rebalance outlook locked

Market Cap

$688.55M

10.01M

Volume · Oct 22 14.24K Avg daily vol (3M) 57.49K

Every disclosed holder of PFIS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PFIS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	123	3,546,620	35.43%	Yes
Insiders (Forms 3, 4, 5)	28	825,238	8.24%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,639,023	56.33%	Rest
Registered funds (N-PORT, not summed)	153	1,903,194	19.01%	No

Shares outstanding: 10,010,881, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PFIS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	744,487	7.44%	+109,791	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	263,928	2.64%	+34,535	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	87,144	0.87%	+16,865	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	31,644	0.32%	+7,923	Jun 30, 2026	iShares Trust, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	17,687	0.18%	+1,803	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,199	0.10%	+2,418	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	403,159	4.03%	+11,125	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DENAPLES LOUIS A Insider CIK 1206491 · Jan 30, 2026 Director, issuer-wide	343,541	3.43%	—	Jan 30, 2026	Director, issuer-wide
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,265	3.39%	+22,644	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	66,083	0.66%	+1,893	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,977	0.35%	+1,902	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	32,168	0.32%	+2,900	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	32,077	0.32%	+761	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	31,466	0.31%	+1,866	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	286,536	2.86%	+9,680	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,636	2.49%	+14,266	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	212,476	2.12%	+12,041	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,157	0.13%	-5,672	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,239	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	227	0.00%	+6	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
7.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	76	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	202,754	2.03%	+83,727	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	133,968	1.34%	+61,850	May 31, 2026	American Century ETF Trust, not summed
10	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	107,138	1.07%	+2,254	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	PEOPLES FINANCIAL SERVICES CORP. 13F CIK 1056943 · Bank · Sep 30, 2026	88,942	0.89%	-1,459	Sep 30, 2026
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,119	0.86%	+11,946	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,677	0.05%	+189	Jun 30, 2026	Northern Funds, not summed
12.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,584	0.03%	+1,914	Jun 30, 2026	Northern Funds, not summed
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,968	0.83%	+4,257	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	22,900	0.23%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
14	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,816	0.79%	+25,119	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	61,975	0.62%	+799	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,068	0.60%	+4,257	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	60,068	0.60%	+4,257	Jun 30, 2026	EA Series Trust, not summed
17	Aubrey William E II Insider CIK 1350641 · Jan 30, 2026 Director, issuer-wide	55,899	0.56%	+297	Jan 30, 2026	Director, issuer-wide
18	DeNaples Joseph L Insider CIK 1718262 · Jan 30, 2026 Director, issuer-wide	53,961	0.54%	+2,118	Jan 30, 2026	Director, issuer-wide
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	52,639	0.53%	+1,627	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	49,157	0.49%	+15,906	Jun 30, 2026	carried, not yet filed for the newest quarter
21	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	48,429	0.48%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	47,763	0.48%	+1,512	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
23	Alliance Wealth Advisors, LLC 13F CIK 1849724 · Registered investment adviser · Sep 30, 2026	44,906	0.45%	-27	Sep 30, 2026
24	WRIGHT JOSEPH T JR Insider CIK 1470968 · Jan 30, 2026 Director, issuer-wide	43,939	0.44%	+426	Jan 30, 2026	Director, issuer-wide
25	TULANEY THOMAS P Insider CIK 1491833 · Apr 3, 2026 PRESIDENT, issuer-wide	41,751	0.42%	-56	Apr 3, 2026	PRESIDENT, issuer-wide
26	Coccia Joseph A Insider CIK 1291176 · Jan 30, 2026 Director, issuer-wide	39,076	0.39%	+2,453	Jan 30, 2026	Director, issuer-wide
27	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,621	0.38%	-2,590	Jun 30, 2026	carried, not yet filed for the newest quarter
28	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,944	0.35%	+13,009	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,125	0.34%	+1,338	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	30,567	0.31%	+1,327	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
29.2	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	3,529	0.04%	+5	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
30	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,876	0.34%	+4,153	Jun 30, 2026	carried, not yet filed for the newest quarter
31	KUKUCHKA RONALD G Insider CIK 1399032 · Jan 30, 2026 Director, issuer-wide	33,268	0.33%	+676	Jan 30, 2026	Director, issuer-wide
32	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,140	0.30%	+200	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	7,600	0.08%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
33	Bracey William G. Insider CIK 1608411 · Jan 30, 2026 Director, issuer-wide	29,076	0.29%	+1,671	Jan 30, 2026	Director, issuer-wide
34	Cutler Capital Management, LLC 13F CIK 1353098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,746	0.29%	-2	Jun 30, 2026	carried, not yet filed for the newest quarter
35	EAGLE WEALTH STRATEGIES LLC 13F CIK 2009882 · Registered investment adviser · Sep 30, 2026	28,655	0.29%	0	Sep 30, 2026
36	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,396	0.27%	+11,034	Jun 30, 2026	carried, not yet filed for the newest quarter
37	NICHOLAS JAMES B Insider CIK 1261966 · Jan 30, 2026 Director, issuer-wide	26,704	0.27%	—	Jan 30, 2026	Director, issuer-wide
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,445	0.26%	+2,346	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,911	0.23%	+2,768	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	3,954	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,227	0.23%	+2,767	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	12,776	0.13%	+2,767	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	8,278	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	333	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
39.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	101	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,565	0.22%	+11,267	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Champi Gerard A Insider CIK 1486329 · Jun 26, 2026 CHIEF EXECUTIVE OFFICER, issuer-wide	20,436	0.20%	0	Jun 26, 2026	CHIEF EXECUTIVE OFFICER, issuer-wide
42	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	20,068	0.20%	+898	May 31, 2026	American Century ETF Trust, not summed
43	BEST CRAIG W Insider CIK 1348798 · Nov 27, 2024 Director, CEO, issuer-wide	19,986	0.20%	—	Nov 27, 2024	Director, CEO, issuer-wide
44	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,298	0.19%	-8,652	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,513	0.07%	+87	May 31, 2026	Goldman Sachs ETF Trust, not summed
44.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,955	0.04%	+1,392	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45	LOCHEN RICHARD S JR Insider CIK 1233425 · Feb 4, 2026 Director, issuer-wide	18,960	0.19%	—	Feb 4, 2026	Director, issuer-wide
46	Eckel Keith W. Insider CIK 1287011 · Jan 30, 2026 Director, issuer-wide	15,975	0.16%	+297	Jan 30, 2026	Director, issuer-wide
47	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 13F CIK 2044324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,153	0.15%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	14,156	0.14%	+1,902	Jun 30, 2026	carried, not yet filed for the newest quarter
49	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,108	0.14%	-627	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,813	0.14%	+4,600	Jun 30, 2026	carried, not yet filed for the newest quarter

19 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 236 holders

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Key facts CIK 1056943 CUSIP 711040105 13F (30d) 15 filings 15 filers Visit website Investor relations