Institutional Holders (2026 Q1)
109 + 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. | 2.30% | 91,041 | $4.9M |
| 2 | Alliance Wealth Advisors, LLC | 1.04% | 44,706 | $2.4M |
| 3 | Eagle Wealth Strategies LLC | 0.67% | 28,655 | $1.5M |
| 4 | Cutler Capital Management, LLC | 0.41% | 28,748 | $1.5M |
| 5 | Cornerstone Advisors Asset Management, LLC | 0.12% | 15,153 | $808K |
| 6 | Riggs Asset Managment Co. Inc. | 0.10% | 8,861 | $473K |
| 7 | Stone House Investment Management, LLC | 0.10% | 10,180 | $543K |
| 8 | Fidelity D & D Bancorp Inc | 0.09% | 4,221 | $225K |
| 9 | Bridgeway Capital Management, LLC | 0.08% | 78,711 | $4.2M |
| 10 | Archer Investment Corp | 0.06% | 5,000 | $267K |
| 11 | Jacobi Capital Management LLC | 0.03% | 11,421 | $609K |
| 12 | LVW Advisors, LLC | 0.03% | 5,393 | $288K |
| 13 | Berkshire Asset Management LLC/Pa | 0.03% | 11,188 | $597K |
| 14 | Hoey Investments, Inc | 0.02% | 2,471 | $132K |
| 15 | Empowered Funds, LLC | 0.02% | 55,811 | $3.0M |
| 16 | RBF Capital, LLC | 0.01% | 5,214 | $278K |
| 17 | Community Bank, N.A. | 0.01% | 1,218 | $65K |
| 18 | Hancock Whitney Corp | 0.01% | 6,009 | $320K |
| 19 | Hotchkis & Wiley Capital Management LLC | 0.00% | 29,940 | $1.6M |
| 20 | American Century Companies Inc | 0.00% | 119,027 | $6.3M |
| 21 | &Partners | 0.00% | 12,375 | $660K |
| 22 | Versant Capital Management, Inc | 0.00% | 564 | $30K |
| 23 | Quadrature Capital Ltd | 0.00% | 4,182 | $223K |
| 24 | Tower Research Capital LLC (TRC) | 0.00% | 1,249 | $67K |
| 25 | PNC Financial Services Group, INC. | 0.00% | 48,429 | $2.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|