Peoples Fin (PFIS) Ownership

42.74 ↑1.53 (3.71%)
As of March 28, 2024, 12:09pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Peoples Fin (PFIS), owning a total of 512 thousand shares. Combined, the top 29 institutional holders of PFIS own 32.18% of the company with a total of 2.3 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of PFIS by 180 thousand shares. 18 institutions bought 190,518 total additional shares and increased their ownership by an average of 7.57%. However 4 institutions sold 10,957 total shares and decreased their ownership by an average of 4.52%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Peoples Fin increased by a net total of 179,561 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.274%8.888%512,31641,8182023-12-31
Peoples Financial Services Corp4.875%-1.192%343,334-4,1412023-12-31
Vanguard Group Inc4.487%1.004%316,0103,1402023-12-31
Dimensional Fund Advisors, Inc.2.401%13.968%169,08120,7232023-12-31
Geode Capital Management, LLC2.052%1.724%144,5322,4502023-12-31
State Street Corporation1.958%3.553%137,8944,7312023-12-31
Northern Trust Corp0.907%6.935%63,8534,1412023-12-31
Bridgeway Capital Management, LLC0.676%4.644%47,5872,1122023-12-31
Bank of New York Mellon Corp0.573%-13.692%40,363-6,4032023-12-31
Renaissance Technologies Corp0.432%17.178%30,4444,4632023-12-31
Eagle Wealth Strategies LLC0.406%0.000%28,61528,6152023-12-31
Empowered Funds, LLC0.351%9.356%24,6872,1122023-12-31
Morgan Stanley - Brokerage Accounts0.347%66.049%24,4549,7272023-12-31
Nuveen Asset Management, LLC0.341%1.158%24,0142752023-12-31
Wells Fargo & Co0.316%1.778%22,2693892023-12-31
Charles Schwab Investment Management Inc0.264%-0.311%18,591-582023-12-31
Zacks Investment Management Inc0.262%0.000%18,48018,4802023-12-31
Goldman Sachs Group Inc0.243%0.000%17,12417,1242023-12-31
Susquehanna International Group, LLP0.234%0.000%16,44616,4462023-12-31
American Century Companies Inc0.195%0.000%13,76313,7632023-12-31
Los Angeles Capital Management LLC0.169%-2.896%11,905-3552023-12-31
Stone House Investment Management, LLC0.167%0.076%11,79192023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.274%8.888%512,31641,8182023-12-31
Peoples Financial Services Corp4.875%-1.192%343,334-4,1412023-12-31
Vanguard Group Inc4.487%1.004%316,0103,1402023-12-31
Dimensional Fund Advisors, Inc.2.401%13.968%169,08120,7232023-12-31
Geode Capital Management, LLC2.052%1.724%144,5322,4502023-12-31
State Street Corporation1.958%3.553%137,8944,7312023-12-31
Northern Trust Corp0.907%6.935%63,8534,1412023-12-31
Franklin Resources Inc0.842%-10.338%59,314-6,8392023-06-30
Pacific Ridge Capital Partners, LLC0.693%-23.158%48,799-14,7072023-09-30
Bridgeway Capital Management, LLC0.676%4.644%47,5872,1122023-12-31
Bank of New York Mellon Corp0.573%-13.692%40,363-6,4032023-12-31
PNC Financial Services Group Inc0.502%-1.988%35,354-7172023-09-30
Maltese Capital Management LLC0.469%-5.634%33,028-1,9722023-09-30
Renaissance Technologies Corp0.432%17.178%30,4444,4632023-12-31
Raymond James Finl Svs Advisors, Inc.0.401%0.000%28,61528,6152023-03-31
Eagle Wealth Strategies LLC0.406%0.000%28,61528,6152023-12-31
Empowered Funds, LLC0.351%9.356%24,6872,1122023-12-31
Morgan Stanley - Brokerage Accounts0.347%66.049%24,4549,7272023-12-31
Nuveen Asset Management, LLC0.341%1.158%24,0142752023-12-31
Wells Fargo & Co0.316%1.778%22,2693892023-12-31
Charles Schwab Investment Management Inc0.264%-0.311%18,591-582023-12-31
Zacks Investment Management Inc0.262%0.000%18,48018,4802023-12-31
Goldman Sachs Group Inc0.243%0.000%17,12417,1242023-12-31
Susquehanna International Group, LLP0.234%0.000%16,44616,4462023-12-31
Amvescap Plc.0.198%53.438%14,1934,9432022-12-31
American Century Companies Inc0.195%0.000%13,76313,7632023-12-31
Los Angeles Capital Management LLC0.169%-2.896%11,905-3552023-12-31
Stone House Investment Management, LLC0.167%0.076%11,79192023-12-31
LSV Asset Management0.140%-36.629%10,024-5,7942022-09-30

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of Peoples Fin (PFIS), owning a total of 188 thousand shares. Combined, the top 31 mutual fund holders of PFIS own 21.62% of the company with a total of 1.5 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of PFIS by 3 thousand shares. 3 funds bought 2,839 total additional shares and increased their ownership by an average of 3.48%. However 2 funds sold 177 total shares and decreased their ownership by an average of 0.09%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Peoples Fin increased by a net total of 2,662 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.664%-0.017%187,637-312024-02-29
Vanguard Total Stock Mkt Idx Inv2.546%0.000%179,28502024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.321%-0.157%93,009-1462024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.585%2.490%41,1681,0002024-02-29
EA Bridgeway Omni Small-Cap Value ETF0.369%0.212%25,996552024-02-29
Vanguard Russell 2000 ETF0.352%7.751%24,8011,7842024-02-29
State St Russell Sm Cap® Indx SL Cl I0.333%0.000%23,45002024-02-29
Avantis US Small Cap Value ETF0.282%0.000%19,89102024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.664%-0.017%187,637-312024-02-29
Vanguard Total Stock Mkt Idx Inv2.546%0.000%179,28502024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.546%0.000%179,28502023-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.321%-0.157%93,009-1462024-02-29
Vanguard Extended Market Index Investor1.299%0.000%92,10502023-08-31
Fidelity Small Cap Index0.959%0.412%67,5142772023-12-31
Fidelity® Small Cap Index0.951%1.139%66,9697542023-10-31
iShares Russell 2000 Value ETF0.932%0.128%65,661842024-02-01
Franklin MicroCap Value A0.648%-18.185%45,633-10,1432023-08-31
DFA US Small Cap Value I0.589%0.484%41,5152002024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.585%2.490%41,1681,0002024-02-29
Fidelity Extended Market Index0.558%2.495%39,3079572024-01-31
Fidelity® Extended Market Index0.546%1.768%38,4466682023-11-30
Pacific Ridge Capital Ptnrs Micro Cp Val0.400%-13.392%28,191-4,3592023-09-30
State St Russell Sm Cap® Indx NL Cl C0.376%0.000%26,45002023-09-30
EA Bridgeway Omni Small-Cap Value ETF0.369%0.212%25,996552024-02-29
Vanguard Russell 2000 ETF0.352%7.751%24,8011,7842024-02-29
State St Russell Sm Cap® Indx SL Cl I0.333%0.000%23,45002024-02-29
Bridgeway Omni Small-Cap Value N0.325%0.000%22,90002023-12-31
Bridgeway Omni Small-Cap Value0.325%0.000%22,90002023-12-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.301%0.000%21,20002022-12-31
Zacks Small Cap Equity Strategy0.296%0.000%20,81120,8112023-12-31
DFA US Targeted Value I0.291%0.000%20,50102024-01-31
Avantis US Small Cap Value ETF0.282%0.000%19,89102024-02-29
Adara Smaller Companies0.281%0.000%19,76002023-08-31
NT R2000 Value Index Fund - NL0.278%-2.722%19,586-5482023-12-31
DFA US Micro Cap I0.278%0.000%19,56302024-01-31
NT R2000 Index Fund - NL0.276%-2.595%19,447-5182023-12-31
BlackRock Extended Mkt Composite0.255%23.761%17,9853,4532023-09-30
Schwab Small Cap Index0.235%3.892%16,5776212023-11-30
NT R2000 Index Fund - DC - NL - 20.224%-0.133%15,783-212023-09-30

Discussions

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micmic

$PFIS we need those buyers and volume.

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BretJohns

$PFIS glad I didn’t chase this isn’t moving anytime soon with all of those call options here lol

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iburnmoney

$PFIS I actually want the market pullback 5% is pretty crazy how this market keep going and going

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