PFISNasdaqNational Commercial BanksFiscal year ends December 31
PEOPLES FINANCIAL SERVICES CORP.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$67.66−0.64 (-0.94%)
Close on Oct 19, 2026
- Market cap
- $679.04M
- P/E (TTM)
- 12.0
- Dividend yield
- 3.65%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
35.6%
4M of 10M shares
Institutional holders
123
21 new, 10 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 512,316 | 7.30% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PFIS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 744,487 | 7.44% | $49.41M | +109,791 | 0.00% |
| Vanguard Capital Management LLC | 403,159 | 4.03% | $26.76M | +11,125 | 0.00% |
| Dimensional Fund Advisors LP | 339,265 | 3.39% | $22.52M | +22,644 | 0.00% |
| Geode Capital Management, LLC | 249,636 | 2.49% | $16.57M | +14,266 | 0.00% |
| State Street Corp | 212,476 | 2.12% | $14.10M | +12,041 | 0.00% |
| American Century Companies Inc | 202,754 | 2.03% | $13.46M | +83,727 | 0.01% |
| Peoples Financial Services Corp. | 90,401 | 0.90% | $6.00M | −640 | 2.59% |
| Northern Trust Corp | 86,119 | 0.86% | $5.72M | +11,946 | 0.00% |
| Bridgeway Capital Management, LLC | 82,968 | 0.83% | $5.51M | +4,257 | 0.10% |
| Vanguard Portfolio Management LLC | 78,816 | 0.79% | $5.23M | +25,119 | 0.00% |
| Vanguard Fiduciary Trust Co | 61,975 | 0.62% | $4.11M | +799 | 0.00% |
| Empowered Funds, LLC | 60,068 | 0.60% | $3.99M | +4,257 | 0.02% |
| Bank of New York Mellon Corp | 52,639 | 0.53% | $3.49M | +1,627 | 0.00% |
| Morgan Stanley | 49,157 | 0.49% | $3.26M | +15,906 | 0.00% |
| PNC Financial Services Group, Inc. | 48,429 | 0.48% | $3.21M | – | 0.00% |
| Alliance Wealth Advisors, LLC | 44,933 | 0.45% | $2.98M | +227 | 0.97% |
| Segall Bryant & Hamill, LLC | 37,621 | 0.38% | $2.50M | −2,590 | 0.03% |
| Two Sigma Investments, LP | 34,944 | 0.35% | $2.32M | +13,009 | 0.00% |
| First Trust Advisors LP | 34,125 | 0.34% | $2.26M | +1,338 | 0.00% |
| Wells Fargo & Company/Mn | 33,876 | 0.34% | $2.25M | +4,153 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 123 | 4M | 35.6% | 21 / 57 | 16 / 10 | 0M | 0M |
| Q1 2026 | 114 | 3M | 31.4% | 18 / 27 | 35 / 5 | 1M | 0M |
| Q4 2025 | 102 | 3M | 30.2% | 11 / 33 | 37 / 10 | 0M | 0M |
| Q3 2025 | 102 | 3M | 31.2% | 18 / 41 | 22 / 10 | 0M | 0M |
| Q2 2025 | 94 | 3M | 31.5% | 13 / 36 | 25 / 9 | 0M | 0M |
| Q1 2025 | 91 | 3M | 31.1% | 13 / 25 | 30 / 15 | 0M | 0M |
| Q4 2024 | 95 | 3M | 30.7% | 17 / 35 | 23 / 6 | 0M | 0M |
| Q3 2024 | 84 | 3M | 29.4% | 20 / 32 | 14 / 4 | 1M | 0M |
| Q2 2024 | 69 | 2M | 23.8% | 9 / 27 | 18 / 8 | 0M | 0M |
| Q1 2024 | 68 | 2M | 23.3% | 5 / 18 | 25 / 6 | 0M | 0M |
| Q4 2023 | 69 | 2M | 22.8% | 14 / 25 | 15 / 4 | 0M | 0M |
| Q3 2023 | 59 | 2M | 21.3% | 3 / 18 | 21 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PFIS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 286,536 | 2.86% | $19.02M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 263,928 | 2.64% | $17.52M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 133,968 | 1.34% | $7.96M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 107,138 | 1.07% | $7.11M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 104,519 | 1.04% | $7.35M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 87,144 | 0.87% | $5.78M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 66,083 | 0.66% | $4.65M | 0.02% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 60,068 | 0.60% | $3.99M | 0.17% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 49,162 | 0.49% | $2.92M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 47,763 | 0.48% | $2.84M | 0.02% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 34,977 | 0.35% | $2.46M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 32,168 | 0.32% | $2.26M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 32,077 | 0.32% | $2.26M | 0.01% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 31,644 | 0.32% | $2.10M | 0.14% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 31,466 | 0.31% | $2.21M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Craig W. Best | CEO, Director | 24,713 | 0.25% | Nov 27, 2024 |
| Timothy Kirtley | EVP/CHIEF RISK OFFICER | 7,124 | 0.07% | Sep 1, 2026 |
| Jeffrey A. Drobins | EVP/CHIEF LENDING OFFICER | 6,371 | 0.06% | Sep 1, 2026 |
| Stephanie A. Westington | EVP/CHIEF ACCOUNTING OFF | 3,305 | 0.03% | Jun 30, 2026 |
| Neal D. Koplin | SR EVP/CHIEF BANKING OFFICER | 11,379 | 0.11% | Jun 30, 2026 |
| John R. Anderson Iii | EVP/CHIEF OPERATING OFFICER | 8,431 | 0.08% | Jun 30, 2026 |
| Susan L. Hubble | EVP/CHIEF INFORMATION OFFICER | 4,265 | 0.04% | Jun 30, 2026 |
| Amy Vieney | EVP/CHIEF HUMAN RESOURCES OFF | 621 | 0.01% | Jun 30, 2026 |
| Gerard A. Champi | CHIEF EXECUTIVE OFFICER | 20,436 | 0.20% | Jun 30, 2026 |
| Mary Griffin Cummings | EVP/GENERAL COUNSEL | 6,780 | 0.07% | Jun 30, 2026 |
| James M. Bone Jr | EVP/CHIEF FINANCIAL OFFICER | 10,962 | 0.11% | Jun 30, 2026 |
| Thomas P. Tulaney | PRESIDENT | 41,255 | 0.41% | Apr 7, 2026 |
| James P. Chiaro | EVP/CHIEF INV SERVICES OFFICER | 4,029 | 0.04% | Feb 13, 2026 |
| Richard S. Lochen Jr | Director | 23,421 | 0.23% | Feb 6, 2026 |
| William G. Bracey | Director | 29,078 | 0.29% | Feb 3, 2026 |
| Joseph A. Coccia | Director | 39,077 | 0.39% | Feb 3, 2026 |
| Keith W. Eckel | Director | 15,975 | 0.16% | Feb 3, 2026 |
| William P. Conaboy | Director | 3,683 | 0.04% | Feb 3, 2026 |
| Joseph L. DeNaples | Director | 53,961 | 0.54% | Feb 3, 2026 |
| Louis A. Denaples | Director | 350,797 | 3.50% | Feb 3, 2026 |
| Ronald G. Kukuchka | Director | 33,295 | 0.33% | Feb 3, 2026 |
| Joseph T. Wright Jr | Director | 44,784 | 0.45% | Feb 3, 2026 |
| James B. Nicholas | Director | 30,826 | 0.31% | Feb 3, 2026 |
| Thomas J. Melone | Director | 3,053 | 0.03% | Feb 3, 2026 |
| Kathleen McCarthy Lambert | Director | 3,689 | 0.04% | Feb 3, 2026 |
| William E. Aubrey II | Director | 55,899 | 0.56% | Feb 3, 2026 |
| Sandra Bodnyk | Director | 5,484 | 0.05% | Feb 3, 2026 |
| Elisa Z. Ramirez | Director | 4,443 | 0.04% | Feb 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Aug 29, 2026 | Option exercise | +668 | – | – | 6,884 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Aug 29, 2026 | Tax withholding | −190 | $69.63 | $13.23K | 6,694 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Aug 29, 2026 | Tax withholding | −788 | $69.63 | $54.87K | 6,063 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Aug 29, 2026 | Option exercise | +1,887 | – | – | 6,851 |
| Mary Griffin Cummings EVP/GENERAL COUNSEL | May 15, 2026 | Tax withholding | −60 | $56.35 | $3.38K | 6,780 |
| Stephanie A. Westington EVP/CHIEF ACCOUNTING OFF | May 15, 2026 | Tax withholding | −47 | $56.35 | $2.65K | 3,305 |
| Thomas P. Tulaney PRESIDENT | Apr 3, 2026 | Tax withholding | −315 | $54.62 | $17.21K | 22,232 |
| Thomas P. Tulaney PRESIDENT | Apr 3, 2026 | Option exercise | +709 | – | – | 22,547 |
| Gerard A. Champi CHIEF EXECUTIVE OFFICER | Mar 11, 2026 | Option exercise | +689 | – | – | 20,436 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Mar 11, 2026 | Option exercise | +95 | – | – | 824 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Mar 11, 2026 | Tax withholding | −66 | $51.80 | $3.42K | 758 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Mar 11, 2026 | Option exercise | +274 | – | – | 5,473 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Mar 11, 2026 | Tax withholding | −236 | $51.80 | $12.22K | 5,237 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Mar 11, 2026 | Option exercise | +279 | – | – | 2,491 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Mar 11, 2026 | Tax withholding | −164 | $51.80 | $8.50K | 2,625 |
| Stephanie A. Westington EVP/CHIEF ACCOUNTING OFF | Mar 11, 2026 | Option exercise | +90 | – | – | 3,382 |
| Stephanie A. Westington EVP/CHIEF ACCOUNTING OFF | Mar 11, 2026 | Tax withholding | −30 | $51.80 | $1.55K | 3,352 |
| Thomas P. Tulaney PRESIDENT | Mar 11, 2026 | Tax withholding | −264 | $51.80 | $13.68K | 22,288 |
| Thomas P. Tulaney PRESIDENT | Mar 11, 2026 | Option exercise | +366 | – | – | 22,552 |
| Mary Griffin Cummings EVP/GENERAL COUNSEL | Mar 11, 2026 | Option exercise | +246 | – | – | 6,923 |
| Mary Griffin Cummings EVP/GENERAL COUNSEL | Mar 11, 2026 | Tax withholding | −83 | $51.80 | $4.30K | 6,840 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Mar 11, 2026 | Tax withholding | −233 | $51.80 | $12.07K | 10,711 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Mar 11, 2026 | Option exercise | +323 | – | – | 10,944 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Mar 11, 2026 | Option exercise | +281 | – | – | 6,768 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Mar 11, 2026 | Tax withholding | −168 | $51.80 | $8.70K | 6,600 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Mar 11, 2026 | Tax withholding | −189 | $51.80 | $9.79K | 6,791 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Mar 11, 2026 | Option exercise | +295 | – | – | 6,980 |
| James M. Bone Jr EVP/CHIEF FINANCIAL OFFICER | Mar 11, 2026 | Option exercise | +317 | – | – | 10,798 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Feb 27, 2026 | Tax withholding | −551 | $53.60 | $29.53K | 4,926 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Feb 27, 2026 | Award | +1,348 | – | – | 5,477 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Feb 27, 2026 | Tax withholding | −152 | $53.60 | $8.15K | 580 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Feb 27, 2026 | Award | +471 | – | – | 732 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Feb 27, 2026 | Award | +1,373 | – | – | 2,221 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Feb 27, 2026 | Tax withholding | −379 | $53.60 | $20.31K | 1,842 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Feb 27, 2026 | Tax withholding | −558 | $53.60 | $29.91K | 10,223 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Feb 27, 2026 | Award | +1,659 | – | – | 10,781 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Feb 27, 2026 | Award | +1,460 | – | – | 6,748 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Feb 27, 2026 | Tax withholding | −438 | $53.60 | $23.48K | 6,310 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Feb 27, 2026 | Tax withholding | −395 | $53.60 | $21.17K | 6,103 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Feb 27, 2026 | Award | +1,432 | – | – | 6,498 |
| Thomas P. Tulaney PRESIDENT | Feb 27, 2026 | Tax withholding | −633 | $53.60 | $33.93K | 21,736 |
| Thomas P. Tulaney PRESIDENT | Feb 27, 2026 | Award | +1,880 | – | – | 22,369 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Feb 27, 2026 | Award | +2,146 | – | – | 7,212 |
| Timothy Kirtley EVP/CHIEF RISK OFFICER | Feb 27, 2026 | Tax withholding | −725 | $53.60 | $38.86K | 6,487 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Feb 27, 2026 | Tax withholding | −989 | $53.60 | $53.01K | 10,621 |
| Neal D. Koplin SR EVP/CHIEF BANKING OFFICER | Feb 27, 2026 | Award | +2,488 | – | – | 11,610 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Feb 27, 2026 | Tax withholding | −695 | $53.60 | $37.25K | 2,212 |
| Susan L. Hubble EVP/CHIEF INFORMATION OFFICER | Feb 27, 2026 | Award | +2,059 | – | – | 2,907 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Feb 27, 2026 | Award | +2,020 | – | – | 6,149 |
| Jeffrey A. Drobins EVP/CHIEF LENDING OFFICER | Feb 27, 2026 | Tax withholding | −950 | $53.60 | $50.92K | 5,199 |
| Thomas P. Tulaney PRESIDENT | Feb 27, 2026 | Award | +2,818 | – | – | 23,307 |
| Thomas P. Tulaney PRESIDENT | Feb 27, 2026 | Tax withholding | −1,121 | $53.60 | $60.09K | 22,186 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Feb 27, 2026 | Award | +706 | – | – | 967 |
| Amy Vieney EVP/CHIEF HUMAN RESOURCES OFF | Feb 27, 2026 | Tax withholding | −238 | $53.60 | $12.76K | 729 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Feb 27, 2026 | Tax withholding | −791 | $53.60 | $42.40K | 6,685 |
| John R. Anderson Iii EVP/CHIEF OPERATING OFFICER | Feb 27, 2026 | Award | +2,188 | – | – | 7,476 |
| Richard S. Lochen Jr Director | Feb 4, 2026 | Gift | −100 | – | – | 18,791 |
| Ronald G. Kukuchka Director | Jan 30, 2026 | Award | +297 | – | – | 33,269 |
| Elisa Z. Ramirez Director | Jan 30, 2026 | Award | +297 | – | – | 1,763 |
| Sandra Bodnyk Director | Jan 30, 2026 | Award | +297 | – | – | 5,484 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.