PEOPLES FINANCIAL SERVICES CORP. PFIS
CIK 0001056943 · CUSIP 711040105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | BlackRock, Inc. CIK 2012383 · View history | $35.13M 686,437 shares | 0.00% | +15.73K(+2.3%)Added | SEC filing ↗ Feb 7, 2025 | ▾ |
| 02 | VANGUARD GROUP INC CIK 102909 · View history | $24.98M 488,066 shares | 0.00% | -7.53K(-1.5%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 03 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $11.88M 232,031 shares | 0.00% | +9.89K(+4.5%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 04 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $10.82M 211,289 shares | 0.00% | -162(-0.1%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 05 | PEOPLES FINANCIAL SERVICES CORP. CIK 1056943 · View history | $10.76M 210,295 shares | 4.99% | -13.68K(-6.1%)Reduced | SEC filing ↗ Jan 14, 2025 | ▾ |
| 06 | STATE STREET CORP CIK 93751 · View history | $10.49M 205,018 shares | 0.00% | +23.36K(+12.9%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 07 | NORTHERN TRUST CORP CIK 73124 · View history | $4.24M 82,780 shares | 0.00% | +1.62K(+2.0%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 08 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history | $3.12M 60,872 shares | 0.07% | -7.37K(-10.8%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 09 | Bank of New York Mellon Corp CIK 1390777 · View history | $2.67M 52,100 shares | 0.00% | +8.91K(+20.6%)Added | SEC filing ↗ Feb 4, 2025 | ▾ |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. CIK 713676 · View history | $2.61M 51,084 shares | 0.00% | +200(+0.4%)Added | SEC filing ↗ Feb 7, 2025 | ▾ |
| 11 | Alliance Wealth Advisors, LLC CIK 1849724 · View history | $1.99M 38,857 shares | 1.14% | +225(+0.6%)Added | SEC filing ↗ Jan 28, 2025 | ▾ |
| 12 | Empowered Funds, LLC CIK 1592828 · View history | $1.94M 37,972 shares | 0.03% | -7.37K(-16.3%)Reduced | SEC filing ↗ Jan 28, 2025 | ▾ |
| 13 | SEGALL BRYANT & HAMILL, LLC CIK 1006378 · View history | $1.92M 37,531 shares | 0.03% | +37.53KNew | SEC filing ↗ Feb 11, 2025 | ▾ |
| 14 | MORGAN STANLEY CIK 895421 · Amended · View history | $1.91M 37,347 shares | 0.00% | -6.94K(-15.7%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 15 | JPMORGAN CHASE & CO CIK 19617 · View history | $1.77M 34,612 shares | 0.00% | +14.17K(+69.3%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 16 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $1.49M 29,027 shares | 0.00% | -1.40K(-4.6%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 17 | EAGLE WEALTH STRATEGIES LLC CIK 2009882 · View history | $1.47M 28,655 shares | 1.06% | 0(0.0%)Unchanged | SEC filing ↗ Jan 17, 2025 | ▾ |
| 18 | Nuveen Asset Management, LLC CIK 1521019 · View history | $1.45M 28,321 shares | 0.00% | +1.46K(+5.5%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 19 | Cutler Capital Management, LLC CIK 1353098 · Amended · View history | $1.43M 27,948 shares | 0.50% | -1.54K(-5.2%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $1.35M 26,345 shares | 0.00% | +704(+2.7%)Added | SEC filing ↗ Feb 6, 2025 | ▾ |
Showing 20 / 96 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 96 reporting institutions.
This page includes 20 of 96 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 96 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"711040105","quarter":"2024Q4","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.