PFIS
PEOPLES FINANCIAL SERVICES CORP.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +47% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +47% |
| Two Sigma Investments | Q2 2025(8Q snapshot) | 4Q | $48 | $58 | +20% |
| AQR Capital Management | Q3 2025(8Q snapshot) | 3Q | $49 | $58 | +18% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q1 2026 | Q2 2026 | → $56 | -0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PEOPLES FINANCIAL SERVICES CORP.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40001437749-26-017768May 19, 2026
- Form 40001437749-26-017766May 19, 2026
- Form 4/Aamend0001437749-26-012043Apr 10, 2026
- Form 4/Aamend0001437749-26-012042Apr 10, 2026
- Form 4/Aamend0001437749-26-012041Apr 10, 2026
- Form 4/Aamend0001437749-26-012039Apr 10, 2026
- Form 4/Aamend0001437749-26-012035Apr 10, 2026
- Form 4/Aamend0001437749-26-012012Apr 10, 2026
- Form 40001437749-26-011629Apr 7, 2026
- Form 4/Aamend0001437749-26-011628Apr 7, 2026
- Form 40001437749-26-008281Mar 13, 2026
- Form 40001437749-26-008280Mar 13, 2026
- Form 40001437749-26-008279Mar 13, 2026
- Form 40001437749-26-008250Mar 13, 2026
- Form 40001437749-26-008248Mar 13, 2026
Fundamentals
XBRL · PEOPLES FINANCIAL SERVICES CORP.Annual figures sourced directly from PEOPLES FINANCIAL SERVICES CORP.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PEOPLES FINANCIAL SERVICES CORP. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 27, 2026
- 8-KFORM 8-KMay 15, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 10, 2026
- 8-KFORM 8-KApr 2, 2026
- 8-KFORM 8-KMar 16, 2026
- 10-KAnnual reportMar 16, 2026
- 8-KFORM 8-KJan 30, 2026
- 8-KMaterial eventJan 30, 2026
- 8-KFORM 8-KDec 29, 2025
- 10-QQuarterly reportNov 10, 2025
- 8-KFORM 8-KNov 6, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KFORM 8-KSep 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q2 2026 | open | $56 | $58 | +3% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $57 | $56 | -0% |
| AQR Capital Management | Q3 2025 | open | $49 | $58 | +18% |
| Two Sigma Investments | Q2 2025 | open | $48 | $58 | +20% |
| Citadel Advisors | Q4 2024 | Q4 2025 | $49 | $46 | -5% |
| Millennium Management | Q3 2024 | Q1 2026 | $39 | $57 | +44% |
| Renaissance Technologies | Q3 2024 | open | $39 | $58 | +47% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.