Peoples Financial Services Corp.
PFISFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Peoples Financial Services Corp. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MORGAN STANLEY | 2026-03-31 | 33,251 | $1.77M | SEC filing |
| Stone House Investment Management, LLC | 2026-03-31 | 10,180 | $543K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 901 | $48.1K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 20,460 | $1.09M | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 4 | $213 | SEC filing |
| SIGNATUREFD, LLC | 2026-03-31 | 32 | $1.71K | SEC filing |
| Capital Advisors, Ltd. LLC | 2026-03-31 | 414 | Not shown | SEC filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2026-03-31 | 78,711 | $4.2M | SEC filing |
| NATIONAL BANK OF CANADA /FI/ | 2026-03-31 | 1,000 | $53.2K | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-03-31 | 14,735 | $786K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 9,213 | $491K | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 48,429 | $2.58M | SEC filing |
| CWM, LLC | 2026-03-31 | 654 | $34.9K | SEC filing |
| LPL Financial LLC | 2026-03-31 | 12,254 | $654K | SEC filing |
| Riggs Asset Managment Co. Inc. | 2026-03-31 | 8,861 | $473K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 316,621 | $16.9M | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 39 | $2.08K | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 1 | $53 | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 634,696 | $33.8M | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 55,811 | $2.98M | SEC filing |
- Each value is checked against Peoples Financial Services Corp.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Peoples Financial Services Corp.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- CITIGROUP INC: 1,992 shares reported 2025-12-31; 6,301 shares reported 2026-03-31.
- STRS OHIO: 1,300 shares reported 2025-12-31; 900 shares reported 2026-03-31.
- GOLDMAN SACHS GROUP INC: 19,736 shares reported 2025-12-31; 27,950 shares reported 2026-03-31.
- Versant Capital Management, Inc: 564 shares reported 2025-12-31; 564 shares reported 2026-03-31.
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 7,095 shares reported 2025-12-31; 4,580 shares reported 2026-03-31.
- GAMMA Investing LLC: 127 shares reported 2025-12-31; 147 shares reported 2026-03-31.
- Police & Firemen's Retirement System of New Jersey: 2,847 shares reported 2025-12-31; 2,847 shares reported 2026-03-31.
- FIRST TRUST ADVISORS LP: 33,027 shares reported 2025-12-31; 32,787 shares reported 2026-03-31.
- Stone House Investment Management, LLC: 10,166 shares reported 2025-12-31; 10,180 shares reported 2026-03-31.
102 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Peoples Financial Services Corp.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-07-30 · CONABOY WILLIAM P: Larger than all 9 other insider purchases of COMMON STOCK on file. SEC filing
Independent insiders buying near the same time
- 2024-07-30–2024-08-05: 7 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-08-15 | LOCHEN RICHARD S JR · Director | Common Stock | P — Open market or private purchase | +100 | 50.10 | SEC filing |
| 2025-08-06 | LOCHEN RICHARD S JR · Director | Common Stock | P — Open market or private purchase | +1,000 | 47.67 | SEC filing |
| 2025-03-05 | LOCHEN RICHARD S JR · Director | COMMON STOCK | P — Open market or private purchase | +700 | 47.11 | SEC filing |
| 2025-03-05 | LOCHEN RICHARD S JR · Director | COMMON STOCK | P — Open market or private purchase | +300 | 47.14 | SEC filing |
| 2024-11-27 | BEST CRAIG W · CEO | COMMON STOCK | S — Open market or private sale | −2,500 | 57.01 | SEC filing |
| 2024-11-21 | BEST CRAIG W · CEO | COMMON STOCK | S — Open market or private sale | −4,341 | 54.00 | SEC filing |
| 2024-11-13 | BEST CRAIG W · CEO | COMMON STOCK | S — Open market or private sale | −659 | 54.00 | SEC filing |
| 2024-11-11 | BEST CRAIG W · CEO | COMMON STOCK | S — Open market or private sale | −5,000 | 52.00 | SEC filing |
Showing 8 of 14 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-26 | KOPLIN NEAL D · SR EVP/CHIEF BANKING OFFICER | Restricted Stock Units | A — Grant, award, or other acquisition | +773 | SEC filing |
| 2026-06-26 | ANDERSON JOHN R III · EVP/CHIEF OPERATING OFFICER | Restricted Stock Units | A — Grant, award, or other acquisition | +673 | SEC filing |
| 2026-06-26 | Kirtley Timothy · EVP/CHIEF RISK OFFICER | Restricted Stock Units | A — Grant, award, or other acquisition | +662 | SEC filing |
| 2026-06-26 | BONE JAMES M JR · EVP/CHIEF FINANCIAL OFFICER | Restricted Stock Units | A — Grant, award, or other acquisition | +793 | SEC filing |
| 2026-06-26 | Westington Stephanie A. · EVP/CHIEF ACCOUNTING OFF | Restricted Stock Units | A — Grant, award, or other acquisition | +526 | SEC filing |
| 2026-06-26 | Drobins Jeffrey A · EVP/CHIEF LENDING OFFICER | Restricted Stock Units | A — Grant, award, or other acquisition | +715 | SEC filing |
| 2026-06-26 | Cummings Mary Griffin · EVP/GENERAL COUNSEL | Restricted Stock Unit | A — Grant, award, or other acquisition | +661 | SEC filing |
| 2026-06-26 | VIENEY AMY · EVP/CHIEF HUMAN RESOURCES OFF | Restricted Stock Units | A — Grant, award, or other acquisition | +610 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-31 | Kirtley Timothy · EVP/CHIEF RISK OFFICER | Common Stock | J — Other acquisition or disposition | +25 | SEC filing |
| 2025-12-31 | Hubble Susan L · EVP/CHIEF INFORMATION OFFICER | Common Stock | J — Other acquisition or disposition | −1 | SEC filing |
| 2025-12-31 | KOPLIN NEAL D · SR EVP/CHIEF BANKING OFFICER | Common Stock | J — Other acquisition or disposition | +40 | SEC filing |
| 2025-12-31 | ANDERSON JOHN R III · EVP/CHIEF OPERATING OFFICER | Common Stock | J — Other acquisition or disposition | +172 | SEC filing |
| 2025-12-31 | TULANEY THOMAS P · PRESIDENT | Common Stock | J — Other acquisition or disposition | −0 | SEC filing |
| 2025-12-31 | Hubble Susan L · EVP/CHIEF INFORMATION OFFICER | Common Stock | J — Other acquisition or disposition | +80 | SEC filing |
| 2025-12-31 | VIENEY AMY · SVP/CHIEF HUMAN RESOURCES OFF | Common Stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2025-12-31 | Drobins Jeffrey A · EVP/CHIEF LENDING OFFICER | Common Stock | J — Other acquisition or disposition | +31 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.