PFIS / Peoples Financial Services Corp. - Proprietà istituzionale - Acquirenti

Peoples Financial Services Corp.
US ˙ NasdaqGS ˙ US7110401053

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Peoples Financial Services Corp. includono Fourthstone LLC, Hancock Whitney Corp, Aqr Capital Management Llc, Quantinno Capital Management LP, Price T Rowe Associates Inc /md/, FZROX - Fidelity ZERO Total Market Index Fund, FZIPX - Fidelity ZERO Extended Market Index Fund, ASMOX - AQR Small Cap Momentum Style Fund Class I, Raymond James Financial Inc, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, e VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-06 13F Commonwealth Equity Services, Llc 14.218 0,46 1
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 12.790 2,01 553 -14,42
2025-08-15 13F Tower Research Capital LLC (TRC) 2.452 896,75 121 1.110,00
2025-08-12 13F Rhumbline Advisers 13.842 4,51 683 16,16
2025-08-13 13F First Trust Advisors Lp 6.397 6,33 316 17,98
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.492 9,03 648 7,28
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1.320 48,31 65 66,67
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.379 6,35 315 18,05
2025-08-12 13F LPL Financial LLC 15.212 3,08 751 14,48
2025-08-08 13F/A Sterling Capital Management LLC 228 85,37 11 120,00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 23.339 24,67 1.009 4,67
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3.933 30,71 194 45,86
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 204 10
2025-08-12 13F American Century Companies Inc 19.417 4,10 959 15,56
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4.477 12,71 221 25,57
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4.342 0,63 209 -0,95
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 280.959 1,28 13.871 12,44
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.004 29,91 247 44,44
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12.345 0,06 609 10,53
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1.485 73
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4.640 4,98 229 16,84
2025-08-12 13F Jacobi Capital Management LLC 10.776 4,95 532 16,45
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 10.307 2.088,32 445 1.754,17
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74.222 15,29 3.664 27,98
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.015 3,97 866 2,25
2025-08-14 13F Quantinno Capital Management LP 4.576 226
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 94.017 3,16 4.063 -13,39
2025-08-14 13F/A Barclays Plc 15.513 65,05 1
2025-08-15 13F State of Tennessee, Treasury Department 2.095 103
2025-08-14 13F Alliancebernstein L.p. 6.600 10,92 326 23,11
2025-08-14 13F Fourthstone LLC 11.512 568
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 19.941 54,34 862 29,67
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 842 9,92 42 20,59
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6.977 4,49 344 16,22
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1.124 24,47 54 22,73
2025-08-14 13F Colony Group, LLC 8.042 0,12 397 11,20
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.940 127
2025-08-13 13F Cresset Asset Management, LLC 4.110 203
2025-08-11 13F Empowered Funds, LLC 40.790 0,34 2.014 11,40
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 145 2,11 6 -14,29
2025-08-11 13F Stoneridge Investment Partners Llc 5.674 24,08 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1.863 1,47 92 12,35
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 484 24
2025-08-08 13F Geode Capital Management, Llc 231.462 5,68 11.430 17,34
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 258 60,25 13 71,43
2025-08-13 13F MetLife Investment Management, LLC 6.149 17,68 304 30,60
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3.745 12,06 185 24,32
2025-08-08 13F Pnc Financial Services Group, Inc. 49.131 0,02 2.426 11,03
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26.965 11,32 1.165 -6,50
2025-08-05 13F Bank of New York Mellon Corp 53.316 4,21 2.632 15,69
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11.600 34,88 557 32,94
2025-08-14 13F Bnp Paribas Arbitrage, Sa 969 59,11 48 74,07
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.929 1,51 1.033 12,77
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52.199 1,04 2.509 -0,56
2025-08-14 13F Raymond James Financial Inc 882 44
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1.209 10,92 60 22,92
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 224 60,00 10 28,57
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2.476 6,86 122 18,45
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.899 19,68 736 32,91
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1.442 5,56 71 18,33
2025-08-14 13F Ameriprise Financial Inc 12.145 28,76 600 42,96
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1.815 13,15 90 25,35
2025-08-06 13F Savant Capital, LLC 5.408 0,09 267 10,83
2025-08-12 13F Proequities, Inc. 0 0
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.344 22,98 461 36,80
2025-08-12 13F SRS Capital Advisors, Inc. 23 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1.941 15,26 96 28,38
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.330 187
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4.333 6,28 214 17,68
2025-08-14 13F GWM Advisors LLC 163 8
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 17.859 1,22 772 -15,09
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 40.734 0,20 2.011 11,29
2025-08-14 13F Wells Fargo & Company/mn 29.003 6,83 1.432 18,56
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.853 33,04 762 30,98
2025-07-28 NP HDG - ProShares Hedge Replication ETF 12 9,09 1
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 462 10,00 21 -4,76
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 259 54,17 13 71,43
2025-08-14 13F Aqr Capital Management Llc 5.473 270
2025-08-14 13F Bridgeway Capital Management Inc 63.690 0,22 3.144 11,25
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5.564 5,28 240 -11,76
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 47 2,17 2 0,00
2025-08-15 13F Morgan Stanley 36.133 27,53 1.784 41,62
2025-08-14 13F Qube Research & Technologies Ltd 14.259 4,47 704 16,01
2025-07-28 NP VCSLX - Small Cap Index Fund 3.913 11,29 188 9,94
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.045 2,92 996 -13,54
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 890 12,66 44 22,86
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 66.990 12,80 3.307 25,22
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51.160 5,66 2.211 -11,28
2025-08-12 13F Charles Schwab Investment Management Inc 27.480 4,31 1.357 15,80
2025-08-12 13F Segall Bryant & Hamill, Llc 40.361 1.993
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.922 25,38 83 6,41
2025-08-14 13F Hancock Whitney Corp 6.009 297
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45.867 7,66 2.204 5,96
2025-07-25 13F Cwm, Llc 181 44,80 0
2025-08-12 13F Legal & General Group Plc 864 2,73 43 13,51
2025-08-13 13F Invesco Ltd. 9.401 1,39 464 12,62
2025-08-13 13F EverSource Wealth Advisors, LLC 181 5.933,33 9
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 4.780 2,03 236 12,98
2025-08-11 13F Vanguard Group Inc 496.277 0,26 24.501 11,31
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.818 15,64 900 -2,92
2025-07-07 13F Versant Capital Management, Inc 280 42,13 14 62,50
2025-08-14 13F Price T Rowe Associates Inc /md/ 4.412 0
2025-08-14 13F Jane Street Group, Llc 11.621 10,71 574 22,96
2025-08-15 13F Great West Life Assurance Co /can/ 739 19,58 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.046 2,45 45 -13,46
2025-08-12 13F Dimensional Fund Advisors Lp 273.917 7,43 13.524 19,27
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