PFIS — PEOPLES FINL SVCS CORP
Reported value held$121.49M
Funds holding (latest)29
SectorFinancials
Funds holding (Q2 2026)24
Institutional value$96.05M · 1.45M sh
New / Add / Cut / Exit1 / 18 / 3 / 1
Top-5 / Top-10 concentration81.7% / 93.1%
Institutional holdings change
Accumulating +14.2%
(+181.26K sh)
Institutional value change
Up +42.1%
As of Q2 2026, 24 SEC-registered investment managers reported holding PFIS (PEOPLES FINL SVCS CORP) in their latest 13F filings, with a combined reported value of $96.05M across 1.45M shares. That is +14.2% by share count (+181.26K shares) versus the previous quarter, while reported value moved +42.1%. Ownership is concentrated: the five largest holders account for 81.7% of reported value and the top ten for 93.1%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PFIS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 744.49K | $49.41M | 0.00% | Add |
| Geode Capital Management history | 249.64K | $16.57M | 0.00% | Add |
| Northern Trust Corp history | 86.12K | $5.72M | 0.00% | Add |
| BNY Mellon history | 52.64K | $3.49M | 0.00% | Add |
| Morgan Stanley history | 49.16K | $3.26M | 0.00% | Add |
| PNC Financial Services history | 48.43K | $3.21M | 0.00% | Hold |
| Two Sigma Investments history | 34.94K | $2.32M | 0.00% | Add |
| Wells Fargo & Co history | 33.88K | $2.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 26.45K | $1.76M | 0.00% | Add |
| AQR Capital Management history | 21.57K | $1.43M | 0.00% | Add |
| Goldman Sachs Group history | 19.30K | $1.28M | 0.00% | Reduce |
| Bank of America Corp history | 13.81K | $916.77K | 0.00% | Add |
| Citigroup Inc history | 12.80K | $849.47K | 0.00% | Add |
| Invesco Ltd history | 9.83K | $652.15K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.23K | $612.93K | 0.00% | Add |
| Millennium Management history | 6.59K | $437.25K | 0.00% | Add |
| Renaissance Technologies history | 5.88K | $390.19K | 0.00% | Reduce |
| UBS Group AG history | 5.85K | $388.20K | 0.00% | Add |
| JPMorgan Chase & Co history | 5.28K | $350.14K | 0.00% | New |
| CPP Investments history | 4.80K | $318.58K | 0.00% | Hold |
| Prudential Financial history | 4.78K | $317.25K | 0.00% | Add |
| Legal & General Investment Management America history | 921 | $61.13K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 715 | $47.44K | 0.00% | Add |
| T. Rowe Price Associates history | 7.75K | $515 | 0.00% | Add |
Q1 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 634.70K | $33.85M | 0.00% | Reduce |
| Geode Capital Management history | 235.37K | $12.56M | 0.00% | Add |
| Northern Trust Corp history | 74.17K | $3.96M | 0.00% | Add |
| BNY Mellon history | 51.01K | $2.72M | 0.00% | Reduce |
| PNC Financial Services history | 48.43K | $2.58M | 0.00% | Reduce |
| Morgan Stanley history | 33.25K | $1.77M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.72K | $1.59M | 0.00% | Reduce |
| Goldman Sachs Group history | 27.95K | $1.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 24.10K | $1.29M | 0.00% | Reduce |
| Two Sigma Investments history | 21.93K | $1.17M | 0.00% | Add |
| Renaissance Technologies history | 16.53K | $881.38K | 0.00% | Reduce |
| Invesco Ltd history | 11.48K | $612.18K | 0.00% | Reduce |
| AQR Capital Management history | 10.30K | $549.19K | 0.00% | Reduce |
| Bank of America Corp history | 9.21K | $491.33K | 0.00% | Reduce |
| Deutsche Bank AG history | 7.31K | $390.00K | 0.00% | Hold |
| Citigroup Inc history | 6.30K | $336.03K | 0.00% | Add |
| Franklin Resources history | 5.55K | $296.19K | 0.00% | Hold |
| Millennium Management history | 5.12K | $272.94K | 0.00% | New |
| CPP Investments history | 4.80K | $255.98K | 0.00% | Hold |
| Prudential Financial history | 4.66K | $248.52K | 0.00% | New |
| UBS Group AG history | 4.24K | $225.96K | 0.00% | Reduce |
| Legal & General Investment Management America history | 843 | $44.96K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 248 | $13.24K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.34K | $339 | 0.00% | Add |
Q4 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 650.54K | $31.69M | 0.00% | Add |
| Vanguard Group history | 504.36K | $24.57M | 0.00% | Add |
| Geode Capital Management history | 230.01K | $11.21M | 0.00% | Reduce |
| Northern Trust Corp history | 70.39K | $3.43M | 0.00% | Reduce |
| BNY Mellon history | 59.52K | $2.90M | 0.00% | Add |
| PNC Financial Services history | 49.09K | $2.39M | 0.00% | Hold |
| Morgan Stanley history | 47.80K | $2.33M | 0.00% | Add |
| Wells Fargo & Co history | 36.61K | $1.78M | 0.00% | Add |
| Charles Schwab Investment Management history | 27.24K | $1.33M | 0.00% | Add |
| Renaissance Technologies history | 20.33K | $990.13K | 0.00% | Reduce |
| Two Sigma Investments history | 19.85K | $967.09K | 0.00% | Add |
| Goldman Sachs Group history | 19.74K | $961.34K | 0.00% | Add |
| AQR Capital Management history | 12.49K | $608.58K | 0.00% | Reduce |
| Invesco Ltd history | 11.88K | $578.92K | 0.00% | Reduce |
| Bank of America Corp history | 11.78K | $573.75K | 0.00% | Add |
| JPMorgan Chase & Co history | 11.24K | $547.74K | 0.00% | Add |
| Deutsche Bank AG history | 7.31K | $356.22K | 0.00% | Hold |
| UBS Group AG history | 7.02K | $341.90K | 0.00% | Reduce |
| Citadel Advisors history | 6.36K | $309.80K | 0.00% | New |
| Franklin Resources history | 5.55K | $270.54K | 0.00% | Hold |
| CPP Investments history | 4.80K | $233.81K | 0.00% | New |
| Citigroup Inc history | 1.99K | $97.03K | 0.00% | Add |
| Legal & General Investment Management America history | 864 | $42.09K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 387 | $18.85K | 0.00% | Add |
| T. Rowe Price Associates history | 5.57K | $272 | 0.00% | Add |
Q3 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 643.33K | $31.27M | 0.00% | Reduce |
| Vanguard Group history | 491.46K | $23.89M | 0.00% | Reduce |
| Geode Capital Management history | 231.70K | $11.27M | 0.00% | Hold |
| Northern Trust Corp history | 76.49K | $3.72M | 0.00% | Reduce |
| BNY Mellon history | 53.85K | $2.62M | 0.00% | Add |
| PNC Financial Services history | 49.03K | $2.38M | 0.00% | Hold |
| Morgan Stanley history | 35.24K | $1.71M | 0.00% | Reduce |
| Wells Fargo & Co history | 32.15K | $1.56M | 0.00% | Add |
| Charles Schwab Investment Management history | 26.81K | $1.30M | 0.00% | Reduce |
| Renaissance Technologies history | 25.83K | $1.26M | 0.00% | Reduce |
| Goldman Sachs Group history | 18.83K | $915.52K | 0.00% | New |
| Two Sigma Investments history | 17.73K | $861.71K | 0.00% | Add |
| AQR Capital Management history | 14.67K | $713.25K | 0.00% | Add |
| Invesco Ltd history | 12.99K | $631.39K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.62K | $516.19K | 0.00% | Add |
| UBS Group AG history | 8.00K | $388.93K | 0.00% | Reduce |
| Bank of America Corp history | 7.88K | $383.29K | 0.00% | Add |
| Deutsche Bank AG history | 7.31K | $355.49K | 0.00% | Add |
| Franklin Resources history | 5.55K | $269.98K | 0.00% | New |
| Millennium Management history | 4.64K | $225.55K | 0.00% | Reduce |
| Legal & General Investment Management America history | 864 | $42.00K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 322 | $15.65K | 0.00% | Add |
| Citigroup Inc history | 137 | $6.66K | 0.00% | Reduce |
| T. Rowe Price Associates history | 4.94K | $240 | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 656.26K | $32.40M | 0.00% | Reduce |
| BlackRock Inc history | 656.26K | $32.40M | 0.00% | Reduce |
| Vanguard Group history | 496.28K | $24.50M | 0.00% | Hold |
| Geode Capital Management history | 231.46K | $11.43M | 0.00% | Add |
| Northern Trust Corp history | 77.42K | $3.82M | 0.00% | Reduce |
| BNY Mellon history | 53.32K | $2.63M | 0.00% | Add |
| PNC Financial Services history | 49.13K | $2.43M | 0.00% | Hold |
| Morgan Stanley history | 36.13K | $1.78M | 0.00% | Add |
| Morgan Stanley history | 36.13K | $1.78M | 0.00% | Add |
| Renaissance Technologies history | 32.11K | $1.59M | 0.00% | Reduce |
| Renaissance Technologies history | 32.11K | $1.59M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.00K | $1.43M | 0.00% | Add |
| Millennium Management history | 27.48K | $1.36M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 27.48K | $1.36M | 0.00% | Add |
| Two Sigma Investments history | 12.36K | $610.07K | 0.00% | Reduce |
| Two Sigma Investments history | 12.36K | $610.07K | 0.00% | Reduce |
| UBS Group AG history | 11.06K | $546.13K | 0.00% | Reduce |
| Invesco Ltd history | 9.40K | $464.13K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.20K | $404.79K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.20K | $404.79K | 0.00% | Reduce |
| Bank of America Corp history | 7.34K | $362.23K | 0.00% | Reduce |
| Deutsche Bank AG history | 5.50K | $271.68K | 0.00% | Reduce |
| Deutsche Bank AG history | 5.50K | $271.68K | 0.00% | Reduce |
| AQR Capital Management history | 5.47K | $270.20K | 0.00% | New |
| Citadel Advisors history | 5.22K | $257.71K | 0.00% | Reduce |
| Citadel Advisors history | 5.22K | $257.71K | 0.00% | Reduce |
| Citigroup Inc history | 3.73K | $184.10K | 0.00% | Reduce |
| Legal & General Investment Management America history | 864 | $42.66K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 137 | $6.78K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 137 | $6.78K | 0.00% | Reduce |
| T. Rowe Price Associates history | 4.41K | $218 | 0.00% | New |
Q1 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 679.02K | $30.20M | 0.00% | Reduce |
| BlackRock Inc history | 679.02K | $30.20M | 0.00% | Reduce |
| Vanguard Group history | 495.00K | $22.01M | 0.00% | Add |
| Geode Capital Management history | 219.01K | $9.74M | 0.00% | Add |
| Northern Trust Corp history | 78.52K | $3.49M | 0.00% | Reduce |
| BNY Mellon history | 51.16K | $2.28M | 0.00% | Reduce |
| PNC Financial Services history | 49.12K | $2.18M | 0.00% | Reduce |
| Renaissance Technologies history | 33.91K | $1.51M | 0.00% | Add |
| Renaissance Technologies history | 33.91K | $1.51M | 0.00% | Add |
| Millennium Management history | 30.56K | $1.36M | 0.00% | Add |
| Morgan Stanley history | 28.33K | $1.26M | 0.00% | Reduce |
| Morgan Stanley history | 28.33K | $1.26M | 0.00% | Reduce |
| Wells Fargo & Co history | 27.15K | $1.21M | 0.00% | Add |
| Charles Schwab Investment Management history | 26.34K | $1.17M | 0.00% | Hold |
| Citadel Advisors history | 17.75K | $789.16K | 0.00% | Add |
| Citadel Advisors history | 17.75K | $789.16K | 0.00% | Add |
| JPMorgan Chase & Co history | 16.45K | $731.40K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.45K | $731.40K | 0.00% | Reduce |
| Two Sigma Investments history | 16.17K | $719.08K | 0.00% | New |
| Two Sigma Investments history | 16.17K | $719.08K | 0.00% | New |
| Goldman Sachs Group history | 15.78K | $701.83K | 0.00% | Reduce |
| Goldman Sachs Group history | 15.78K | $701.83K | 0.00% | Reduce |
| UBS Group AG history | 13.95K | $620.40K | 0.00% | Add |
| Invesco Ltd history | 9.27K | $412.33K | 0.00% | Reduce |
| Bank of America Corp history | 8.51K | $378.26K | 0.00% | Reduce |
| Deutsche Bank AG history | 7.22K | $321.03K | 0.00% | Reduce |
| Deutsche Bank AG history | 7.22K | $321.03K | 0.00% | Reduce |
| Citigroup Inc history | 6.98K | $310.40K | 0.00% | Reduce |
| Legal & General Investment Management America history | 841 | $37.40K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 198 | $8.81K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 198 | $8.81K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.28K sh · $350.14K
Fully Exited (vs previous quarter)
- Franklin Resources sold 5.55K sh · $296.19K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 744.49K | 634.70K | 650.54K | 643.33K | 656.26K | 679.02K | 686.44K | 670.71K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 249.64K | 235.37K | 230.01K | 231.70K | 231.46K | 219.01K | 211.29K | 211.45K | 183.99K | 149.92K | 144.53K | 142.08K | 136.30K | 138.97K | 125.16K | 117.97K | 116.22K | 113.56K | 108.82K | 108.22K |
| Northern Trust Corp | 86.12K | 74.17K | 70.39K | 76.49K | 77.42K | 78.52K | 82.78K | 81.16K | 62.77K | 63.64K | 63.85K | 59.71K | 60.76K | 58.79K | 59.91K | 60.78K | 60.56K | 61.24K | 63.42K | 64.83K |
| BNY Mellon | 52.64K | 51.01K | 59.52K | 53.85K | 53.32K | 51.16K | 52.10K | 43.19K | 47.18K | 39.35K | 40.36K | 46.77K | 45.66K | 45.87K | 46.39K | 42.59K | 41.80K | 42.72K | 42.69K | 41.26K |
| Morgan Stanley | 49.16K | 33.25K | 47.80K | 35.24K | 36.13K | 28.33K | 37.35K | 44.29K | 20.15K | 20.89K | 24.45K | 14.73K | 15.26K | 14.32K | 14.31K | 13.85K | 14.19K | 11.76K | 11.36K | 10.98K |
| PNC Financial Services | 48.43K | 48.43K | 49.09K | 49.03K | 49.13K | 49.12K | 51.08K | 50.88K | 35.08K | 35.08K | 35.08K | 35.35K | 36.07K | 36.07K | 36.07K | 36.07K | 36.07K | 36.07K | 36.07K | 42.07K |
| Two Sigma Investments | 34.94K | 21.93K | 19.85K | 17.73K | 12.36K | 16.17K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 33.88K | 29.72K | 36.61K | 32.15K | 29.00K | 27.15K | 26.33K | 25.06K | 23.93K | 22.58K | 22.27K | 21.88K | 26.89K | 25.48K | 24.44K | 24.25K | 24.32K | 17.33K | 18.34K | 14.15K |
| Charles Schwab Investment Management | 26.45K | 24.10K | 27.24K | 26.81K | 27.48K | 26.34K | 26.34K | 25.64K | 24.42K | 17.99K | 18.59K | 18.65K | 18.65K | 18.84K | 19.06K | 17.81K | 17.82K | 18.32K | 17.68K | 17.68K |
| AQR Capital Management | 21.57K | 10.30K | 12.49K | 14.67K | 5.47K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 19.30K | 27.95K | 19.74K | 18.83K | — | 15.78K | 25.23K | 18.99K | 5.44K | 6.41K | 8.56K | — | 5.70K | — | — | 6.61K | 7.56K | 9.47K | 9.47K | 9.43K |
| Bank of America Corp | 13.81K | 9.21K | 11.78K | 7.88K | 7.34K | 8.51K | 12.28K | 9.37K | 10.87K | 8.30K | 12.80K | 10.65K | 9.75K | 10.31K | 6.87K | 3.09K | 3.50K | 4.06K | 7.46K | 4.94K |
| Citigroup Inc | 12.80K | 6.30K | 1.99K | 137 | 3.73K | 6.98K | 7.68K | 7.10K | 2.28K | 1.45K | 1.09K | 56 | 2.08K | 2 | 49 | 107 | 508 | 303 | 1.76K | 803 |
| Invesco Ltd | 9.83K | 11.48K | 11.88K | 12.99K | 9.40K | 9.27K | 10.14K | 9.90K | 19.47K | 18.16K | — | — | — | — | 14.19K | 9.25K | 11.71K | 7.07K | — | — |
| Deutsche Bank AG | 9.23K | 7.31K | 7.31K | 7.31K | 5.50K | 7.22K | 8.19K | 6.06K | 3.52K | 3.40K | 2.92K | 2.71K | 4.21K | 4.20K | 3.28K | 2.84K | 3.32K | 3.80K | 4.26K | 4.03K |
| Millennium Management | 6.59K | 5.12K | — | 4.64K | 27.48K | 30.56K | 7.54K | 5.67K | 12.48K | 18.58K | — | — | — | — | — | — | — | — | — | 5.20K |
| Renaissance Technologies | 5.88K | 16.53K | 20.33K | 25.83K | 32.11K | 33.91K | 29.03K | 30.43K | 28.68K | 32.78K | 30.44K | 25.98K | 25.28K | 25.18K | 25.38K | 28.16K | 28.48K | 32.47K | 32.47K | 38.00K |
| UBS Group AG | 5.85K | 4.24K | 7.02K | 8.00K | 11.06K | 13.95K | 7.62K | 4.47K | 2.92K | 6.91K | 7.64K | 3.96K | 4.11K | 2.55K | 3.11K | 100 | 386 | 578 | 2.65K | 221 |
| JPMorgan Chase & Co | 5.28K | — | 11.24K | 10.62K | 8.20K | 16.45K | 34.61K | 20.44K | 4.28K | 15.92K | 11.46K | 5.00K | 6.16K | 386 | 5.33K | 3.82K | 3.74K | 4.07K | 10.48K | 5.64K |
| CPP Investments | 4.80K | 4.80K | 4.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details