PEOPLES FINANCIAL SERVICES CORP. (PFIS) — Institutional Holders, Q2 2026 (page 2)
123 institutional investment managers reported a PFIS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $235.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 123. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFIS 13F holders ranked 101–123 of 123
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Integrated Wealth Concepts#101 · 152 sh | 152 | $10.1K | 0.00% | New |
| 102 | HARBOR CAPITAL ADVISORS#102 · 128 sh | 128 | $8.0K | — | 0.0% |
| 103 | Global Retirement Partners#103 · 89 sh | 89 | $5.9K | <0.01% | — |
| 104 | Allworth Financial#104 · 47 sh | 47 | $3.1K | 0.00% | +74.1% |
| 105 | Parallel Advisors#105 · 47 sh | 47 | $3.1K | 0.00% | 0.0% |
| 106 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#106 · 39 sh | 39 | $2.6K | 0.00% | 0.0% |
| 107 | SIGNATUREFD#107 · 32 sh | 32 | $2.1K | — | 0.0% |
| 108 | US BANCORP \DE\#108 · 30 sh | 30 | $2.0K | 0.00% | +50.0% |
| 109 | Optiver Holding B.V.#109 · 28 sh | 28 | $1.9K | 0.00% | -69.6% |
| 110 | Essential Partners#110 · 27 sh | 27 | $1.8K | — | 0.0% |
| 111 | EverSource Wealth Advisors#111 · 20 sh | 20 | $1.3K | 0.00% | -91.6% |
| 112 | Larson Financial Group#112 · 20 sh | 20 | $1.3K | 0.00% | New |
| 113 | Covestor Ltd#113 · 17 sh | 17 | $1.0K | <0.01% | +183.3% |
| 114 | Glen Eagle Advisors#114 · 14 sh | 14 | $929.00 | <0.01% | 0.0% |
| 115 | Quarry#115 · 13 sh | 13 | $863.00 | <0.01% | New |
| 116 | IFP Advisors#116 · 10 sh | 10 | $664.00 | — | +25.0% |
| 117 | ROTHSCHILD INVESTMENT#117 · 8 sh | 8 | $531.00 | 0.00% | +166.7% |
| 118 | True Wealth Design#118 · 6 sh | 6 | $399.00 | — | -33.3% |
| 119 | SBI Securities , Ltd.#119 · 4 sh | 4 | $265.00 | — | 0.0% |
| 120 | NISA INVESTMENT ADVISORS#120 · 3 sh | 3 | $199.00 | — | 0.0% |
| 121 | SJS Investment Consulting#121 · 1 sh | 1 | $67.00 | — | New |
| 122 | HUNTINGTON NATIONAL BANK#122 · 1 sh | 1 | $66.00 | 0.00% | 0.0% |
| 123 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#123 · 130 sh | 130 | — | — | -74.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.