Peoples Financial Services Corp. (PFIS) reports $231M in 13F equity holdings
Rhea-AI Filing Summary
Peoples Financial Services Corp. filed a quarterly institutional holdings report as an investment manager. The report is a Form 13F Holdings Report, indicating that all reportable holdings for this manager are included.
The filing lists 403 reportable positions in its Form 13F information table with an aggregate reported value of $231,445,942 as of the reporting period, rounded to the nearest dollar. No other investment managers are included in this report, and the firm confirms the accuracy and completeness of the information to the best of its knowledge.
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Key Figures
Form 13F Information Table Value Total: $231,445,942
Form 13F Information Table Entry Total: 403
Other Included Managers: 0
+2 more
5 metrics
Form 13F Information Table Value Total
$231,445,942
Aggregate value of reportable holdings, rounded to nearest dollar
Form 13F Information Table Entry Total
403
Number of reportable positions in the Form 13F information table
Other Included Managers
0
Count of other institutional investment managers included in the report
Form 13F Type
13F Holdings Report
Indicates all holdings of this reporting manager are reported
Form 13F File Number
028-15675
SEC Form 13F file number for Peoples Financial Services Corp.
Key Terms
Form 13F, 13F Holdings Report, Institutional Investment Manager
3 terms
Form 13F regulatory
"Form 13F Information Table Value Total: 231,445,942"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
13F Holdings Report regulatory
"Report Type (Check only one.) X | 13F HOLDINGS REPORT."
Institutional Investment Manager regulatory
"The institutional investment manager filing this report"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Peoples Financial Services Corp. (PFIS) report in this Form 13F filing?
Peoples Financial Services Corp. reported 403 institutional equity positions on Form 13F with a total reported value of $231,445,942. The filing is a complete 13F Holdings Report covering all of its reportable holdings.
How many positions are included in PFIS’s latest Form 13F-HR?
The Form 13F-HR for Peoples Financial Services Corp. lists 403 reportable holdings in its information table. This figure reflects all securities that meet the SEC’s Form 13F reporting requirements for the period.
What is the total value of PFIS’s reportable holdings in this 13F?
The Form 13F shows a total reported value of $231,445,942 for Peoples Financial Services Corp.’s reportable holdings. This value is stated as the Information Table Value Total, rounded to the nearest dollar.
Is Peoples Financial Services Corp. reporting as a standalone manager in this Form 13F?
Yes. The report shows 0 other included managers and lists “NONE” in the section for other managers. This indicates Peoples Financial Services Corp. is filing the Form 13F on its own behalf only.
What type of Form 13F report did PFIS file in this case?
Peoples Financial Services Corp. filed a 13F Holdings Report, meaning all of its reportable holdings are included. It is not a 13F Notice or Combination Report, which would shift reporting to other managers.