Institutional Holders (2026 Q2)
121 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFIS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Peoples Financial Services CORP. | 2.59% | 90,401 | $6.0M |
| 2 | Alliance Wealth Advisors, LLC | 0.97% | 44,933 | $3.0M |
| 3 | Eagle Wealth Strategies LLC | 0.73% | 28,655 | $1.9M |
| 4 | Cutler Capital Management, LLC | 0.50% | 28,746 | $1.9M |
| 5 | Cornerstone Advisors Asset Management, LLC | 0.13% | 15,153 | $1.0M |
| 6 | Riggs Asset Managment Co. Inc. | 0.11% | 8,887 | $590K |
| 7 | Stone House Investment Management, LLC | 0.10% | 11,832 | $785K |
| 8 | Bridgeway Capital Management, LLC | 0.10% | 82,968 | $5.5M |
| 9 | Fidelity D & D Bancorp Inc | 0.10% | 4,221 | $280K |
| 10 | Archer Investment Corp | 0.07% | 5,000 | $332K |
| 11 | Jacobi Capital Management LLC | 0.04% | 11,451 | $760K |
| 12 | LVW Advisors, LLC | 0.03% | 5,283 | $351K |
| 13 | Segall Bryant & Hamill, LLC | 0.03% | 37,621 | $2.5M |
| 14 | Berkshire Asset Management LLC/Pa | 0.03% | 11,188 | $743K |
| 15 | Hoey Investments, Inc | 0.02% | 2,471 | $164K |
| 16 | Empowered Funds, LLC | 0.02% | 60,068 | $4.0M |
| 17 | Van Hulzen Asset Management, LLC | 0.02% | 3,238 | $215K |
| 18 | RBF Capital, LLC | 0.01% | 5,214 | $346K |
| 19 | Seizert Capital Partners, LLC | 0.01% | 5,174 | $343K |
| 20 | Community Bank, N.A. | 0.01% | 1,218 | $81K |
| 21 | Waldron Private Wealth LLC | 0.01% | 3,255 | $216K |
| 22 | XTX Topco Ltd | 0.01% | 8,400 | $558K |
| 23 | Hancock Whitney Corp | 0.01% | 6,009 | $399K |
| 24 | American Century Companies Inc | 0.01% | 202,754 | $13.5M |
| 25 | Hotchkis & Wiley Capital Management LLC | 0.01% | 30,140 | $2.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|