Peoples Financial Services Corp.· PFIS

🇺🇸 US · SmallBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $71.98
Day: +2.42%
Mkt Cap: $720.58M
52W Range: $43.64 – $73.37
Volume: 69.2K
Beta: 0.74

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Peoples Financial Services Corp.

PFIS|Financial Services|Banks - Regional

Current price: $72

Smart Money

Dimension 5 of 5

Insider Activity, Q4 2024

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$672.5K

Net share flow-12.5K

Purchases0 ($0)

Sales4 ($672.5K)

Top Notable Transactions

Insider

Type

Value

Date

BEST CRAIG W

Sale

$260.0K

Nov 11

BEST CRAIG W

Sale

$234.4K

Nov 21

BEST CRAIG W

Sale

$142.5K

Nov 27

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership31.4%

13F share flow+10.6%

Investors holding113

+60 adding-40 reducing

New 16Inc 44Red 34Closed 6

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$33.8M

-2.4%

DIMENSIONAL FUND ADVISORS LP

$16.9M

+5.9%

GEODE CAPITAL MANAGEMENT, LLC

$12.6M

+2.3%

STATE STREET CORP

$10.7M

-3.7%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting51

Total shares held1.3M

Share flow+13.7%

19 buying7 selling

Buying 19Unchanged 25Selling 7

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

334.5K

0.00%

AMERICAN CENTURY ETF TRUST

168.5K

0.07%

+68.2K

FIDELITY CONCORD STREET TRUST

87.9K

0.03%

+585

VANGUARD SCOTTSDALE FUNDS

56.1K

0.00%

+2.1K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PFIS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.3/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.3/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for PFIS

Net insider share flow by quarter (C-suite & director purchases minus sales)

No Data

No recent insider signal

Most recent insider filing was Q3 2025.

Notable Recent Transactions, PFIS

Top 8 highest-value recent insider trades

BEST CRAIG W

CEO

Sell

5,000 shares at $52.00

Nov 11, 2024$260.00K

BEST CRAIG W

CEO

Sell

4,341 shares at $54.00

Nov 21, 2024$234.41K

BEST CRAIG W

CEO

Sell

2,500 shares at $57.01

Nov 27, 2024$142.54K

Aubrey William E II

Director

Buy

2,500 shares at $43.91

Feb 28, 2020$109.78K

CONABOY WILLIAM P

Director

Buy

2,208 shares at $48.78

Jul 30, 2024$107.71K

Aubrey William E II

Director

Buy

2,297 shares at $46.00

Aug 31, 2021$105.66K

Aubrey William E II

Director

Buy

2,715 shares at $38.46

May 16, 2023$104.42K

ADAMS DEBRA E

Officer

Sell

2,100 shares at $49.00

Nov 6, 2019$102.90K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for PFIS

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

31.4% institutional ownership

Moderate accumulation: 60 adding vs 40 reducing

13F shares increased by 2.2%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+16 growing-93 shrinkingNet: -77

New (3)

Increased (13)

Reduced (4)

Closed (89)

Top Institutional Holders, PFIS

Largest 8 institutional positions by ownership percentage as of Q2 2026

PEOPLES FINANCIAL SERVICES CORP.

90.4K

$6.0M

Ownership

0.90%

-0.7%

ALLIANCE WEALTH ADVISORS, LLC

44.9K

$3.0M

Ownership

0.45%

+0.5%

EAGLE WEALTH STRATEGIES LLC

28.7K

$1.9M

Ownership

0.29%

No change

COMMONWEALTH EQUITY SERVICES, LLC

14.1K

$936.4K

Ownership

0.14%

-4.3%

CITIGROUP INC

12.8K

$849.5K

Ownership

0.13%

+103.1%

JACOBI CAPITAL MANAGEMENT LLC

11.5K

$760.0K

Ownership

0.11%

+0.3%

RIGGS ASSET MANAGMENT CO. INC.

8.9K

$589.8K

Ownership

0.09%

+0.3%

SEQUOIA FINANCIAL ADVISORS, LLC

5.9K

$393.0K

Ownership

0.06%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 51 ETFs and mutual funds reporting

19 buying7 sellingNet: +12

Buying (19)

Unchanged (25)

Selling (7)

Very Bullish

Funds accumulating in Q2 2026

51 ETFs and mutual funds reporting

19 funds buying vs 7 selling

Top Fund Holders, PFIS

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

334.5K

Weight

0.00%

No change

AMERICAN CENTURY ETF TRUST

168.5K

Weight

0.07%

Increased

FIDELITY CONCORD STREET TRUST

87.9K

Weight

0.03%

Increased

VANGUARD SCOTTSDALE FUNDS

56.1K

Weight

0.00%

Increased

SCHWAB STRATEGIC TRUST

29.0K

Weight

0.01%

No change

WisdomTree Trust

24.7K

Weight

0.00%

No change

RBB FUND, INC.

19.8K

Weight

0.01%

No change

Goldman Sachs ETF Trust

6.5K

Weight

0.00%

Increased

Peoples Financial Services Corp.· PFIS

Holdings Analysis

Insider Trading Activity

1.3Transaction History67Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings51Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

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Holdings Analysis

Insider Trading Activity

1.3Transaction History67Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings51Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights