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PEOPLES FINANCIAL SERVICES CORP. hedge fund holdings

PFISNASDAQ
$69.08-0.21 (-0.30% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PFIS · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+43.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252923$7.23M$5.15M89Aug 14, 2025
Q3 20254220$8.37M$9.65M93Nov 14, 2025
Q4 20253332$7.46M$9.51M98Feb 14, 2026
Q1 20263026$12.1M$6.92M111May 15, 2026
Q2 20265816$30.7M$3.64M115Aug 14, 2026

Quarterly action breakdown

Q2 2026
115 filers
New position
17
$3.84M+57.9K sh
Increased
41
$26.8M+404K sh
Reduced
8
-$1.75M-26.4K sh
Out / sold
8
-$1.89M-28.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Quantinno Capital Management LPAdded 67.44%+$732K$1.82M0.00%Aug 13, 2026
Sequoia Financial Advisors, LLCNew Buy+$393K$393K0.00%Jul 17, 2026
Seizert Capital Partners, LLCNew Buy+$343K$343K0.01%Aug 5, 2026
Archer Investment CorpAdded 100.00%+$332K$664K0.06%Aug 19, 2026
Empowered Funds, LLCAdded 7.63%+$283K$3.99M0.02%Aug 17, 2026
Cresset Asset Management, LLCNew Buy+$245K$245K0.00%Aug 14, 2026
Waldron Private Wealth LLCNew Buy+$216K$216K0.01%Jul 20, 2026
Van Hulzen Asset Management, LLCNew Buy+$215K$215K0.02%Aug 13, 2026
Thrivent Financial for LutheransSell 100%-$202K$00.00%Aug 14, 2026
Segall Bryant & Hamill, LLCReduce 6.44%-$172K$2.5M0.03%Aug 12, 2026
Stone House Investment Management, LLCAdded 16.23%+$110K$785K0.10%Aug 5, 2026
First Trust Advisors LPAdded 4.08%+$88.8K$2.26M0.00%Aug 11, 2026
Peoples Financial Services Corp.Reduce 0.70%-$42.5K$6M2.59%Jul 22, 2026
Alliance Wealth Advisors, LLCAdded 0.51%+$15.1K$2.98M0.97%Jul 9, 2026
Hotchkis & Wiley Capital Management LLCAdded 0.67%+$13.3K$2M0.01%Aug 14, 2026
LVW Advisors, LLCReduce 2.04%-$7.3K$351K0.03%Jul 15, 2026
CANADA LIFE ASSURANCE CoAdded 10.61%+$6.91K$72K0.00%Aug 13, 2026
Riggs Asset Managment Co. Inc.Added 0.29%+$1.73K$590K0.11%Jul 29, 2026
Quarry LPNew Buy+$863$8630.00%Aug 14, 2026
&PartnersAdded 0.05%+$398$822K0.00%Aug 14, 2026
Cutler Capital Management, LLCReduce 0.01%-$133$1.91M0.50%Aug 14, 2026
Keating Financial Advisory Services, Inc.Sell 100%-$53$00.00%Aug 11, 2026

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