undamentalytics Newsletter

Peoples Financial Services Corp.: which funds bought and sold

Institutions that bought and sold Peoples Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 77 institutions that filed 13F reports for both quarters added to or opened positions in Peoples Financial Services, and 26 cut or closed them. Together they added a net 419K shares, +13.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 119K shares (+34.4%); index fund managers were net buyers of 188K shares (+11.1%). 21 opened a new position and 10 sold out entirely.

Bought, Q2 2026 77 institutions, 21 of them new holders Sold, Q2 2026 26 institutions, 10 of them sold out
Net change, all compared +419K shares (+13.3%)
Net change, active managers +119K shares (+34.4%), 14 bought, 4 sold

Buyers versus sellers

institutions compared, 132
Active managers and hedge funds 14 bought · 4 sold · +119K
Index fund managers 9 bought · 0 sold · +188K
Other institutions 54 bought · 22 sold · +112K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +110K +17.3% 744K $49.4M
American Century Companies Inc Active manager +84K +70.3% 203K $13.5M
Vanguard Portfolio Management LLC Index funds +25K +46.8% 79K $5.2M
Dimensional Fund Advisors LP +23K +7.2% 339K $22.5M
Morgan Stanley +16K +47.8% 49K $3.3M
Geode Capital Management, LLC Index funds +14K +6.1% 250K $16.6M
Two Sigma Investments, LP Hedge fund +13K +59.3% 35K $2.3M
State Street Corp Index funds +12K +6.0% 212K $14.1M
Northern Trust Corp Index funds +12K +16.1% 86K $5.7M
AQR Capital Management LLC Hedge fund +11K +109.4% 22K $1.4M
Vanguard Capital Management LLC Index funds +11K +2.8% 403K $26.8M
Quantinno Capital Management LP +11K +67.4% 27K $1.8M
O'Shaughnessy Asset Management, LLC Active manager +9,046 New position 9,046 $600,383
Xtx Topco Ltd +8,400 New position 8,400 $557,508
Citigroup Inc +6,498 +103.1% 13K $849,470
Sequoia Financial Advisors, LLC +5,921 New position 5,921 $392,977
Exoduspoint Capital Management, LP Hedge fund +5,541 New position 5,541 $367,756
Seizert Capital Partners, LLC +5,174 New position 5,174 $343,398
Engineers Gate Manager LP Hedge fund +5,055 New position 5,055 $335,500
Savant Capital, LLC +5,011 New position 5,011 $299,929

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Stifel Financial Corp −11K Sold out 0 —
Renaissance Technologies LLC Hedge fund −11K −64.4% 5,879 $390,189
Goldman Sachs Group Inc −8,652 −31.0% 19K $1.3M
Franklin Resources Inc Active manager −5,554 Sold out 0 —
Jane Street Group, LLC −4,249 Sold out 0 —
Quadrature Capital Ltd Hedge fund −4,182 Sold out 0 —
Susquehanna International Group, LLP −3,923 Sold out 0 —
Thrivent Financial For Lutherans −3,785 Sold out 0 —
Segall Bryant & Hamill, LLC Active manager −2,590 −6.4% 38K $2.5M
Invesco Ltd. −1,653 −14.4% 9,826 $652,152
Connor, Clark & Lunn Investment Management Ltd. −995 −12.1% 7,209 $478,461
Strs Ohio −900 Sold out 0 —
Barclays PLC −687 −33.4% 1,372 $91,060
BNP Paribas Financial Markets −666 −33.5% 1,323 $87,808
Peoples Financial Services Corp. −640 −0.7% 90K $6M
Commonwealth Equity Services, LLC −627 −4.3% 14K $936,350
California State Teachers Retirement System −374 −74.2% 130 $8,628
Lvw Advisors, LLC −110 −2.0% 5,283 $350,633
Mirae Asset Global Etfs Holdings Ltd. −83 −1.9% 4,350 $288,710
Optiver Holding B.V. −64 −69.6% 28 $1,858

New positions

largest by value
InstitutionSharesValue June 30, 2026
O'Shaughnessy Asset Management, LLCActive manager 9,046 $600,383
Xtx Topco Ltd 8,400 $557,508
Sequoia Financial Advisors, LLC 5,921 $392,977
Exoduspoint Capital Management, LPHedge fund 5,541 $367,756
Seizert Capital Partners, LLC 5,174 $343,398
Engineers Gate Manager LPHedge fund 5,055 $335,500
Savant Capital, LLC 5,011 $299,929
Ameriprise Financial Inc 4,375 $290,369
Cetera Investment Advisers 4,076 $270,568
Cresset Asset Management, LLC 3,698 $245,436

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Stifel Financial Corp 11K $608,922
Franklin Resources IncActive manager 5,554 $296,195
Jane Street Group, LLC 4,249 $226,600
Quadrature Capital LtdHedge fund 4,182 $223,026
Susquehanna International Group, LLP 3,923 $209,214
Thrivent Financial For Lutherans 3,785 $202,000
Strs Ohio 900 $47,997
Root Financial Partners, LLC 8 $427
Mai Capital Management 3 $160
Keating Financial Advisory Services, Inc. 1 $53

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
123
Ten largest holders
70.0%
of 13F-reported shares
Index fund managers
52.7%
of 13F-reported shares
Active managers and hedge funds
13.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 14 4 5 2 +119K +34.4%
Index fund managers 9 0 0 0 +188K +11.1%
Other institutions 54 22 16 8 +112K +10.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Peoples Financial Services Corp. · Insiders · Politicians