114 tracked 13F filers disclose a position in PFIS as of the latest SEC 13F filings, a combined $180.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $33.8M | 635K | ▼−2.4% Reduced · −16K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $20.9M | 392K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $16.9M | 317K | ▲+5.9% Added · +18K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 250K | ▲+6.1% Added · +14K sh | Q2 2026 | |
| 5 | STATE STREET CORP | $14.1M | 212K | ▲+6.0% Added · +12K sh | Q2 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $6.3M | 119K | ▲+136% Added · +69K sh | Q1 2026 | |
| 7 | PEOPLES FINANCIAL SERVICES CORP. | $6.0M | 90K | ▼−0.7% Reduced · −640 sh | Q2 2026 | |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.2M | 79K | ▲+6.7% Added · +5K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $4.0M | 74K | ▲+5.4% Added · +4K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $3.3M | 61K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Empowered Funds, LLC | $3.0M | 56K | ▲New +56K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9M | 54K | →First observed position No prior filed position | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $2.7M | 51K | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $2.6M | 48K | ▼−1.3% Reduced · −660 sh | Q1 2026 | |
| 15 | Alliance Wealth Advisors, LLC | $3.0M | 45K | ▲+0.5% Added · +227 sh | Q2 2026 | |
| 16 | SEGALL BRYANT & HAMILL, LLC | $2.5M | 38K | ▼−6.4% Reduced · −3K sh | Q2 2026 | |
| 17 | MORGAN STANLEY | $1.8M | 33K | ▼−30% Reduced · −15K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $1.7M | 33K | ▼−0.7% Reduced · −240 sh | Q1 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.6M | 30K | ▲New +30K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $1.6M | 30K | ▼−19% Reduced · −7K sh | Q1 2026 | |
| 21 | Cutler Capital Management, LLC | $1.5M | 29K | —Held | Q1 2026 | |
| 22 | EAGLE WEALTH STRATEGIES LLC | $1.9M | 29K | —Held | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.5M | 28K | ▲+42% Added · +8K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 24K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $1.2M | 22K | ▲+10% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in PFIS and 15 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 52 funds | $135.1B |
| APPLE INCAAPL | 50 funds | $152.4B |
| ALPHABET INC-CL AGOOGL | 50 funds | $75.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $19.0B |
| NVIDIA CORPNVDA | 49 funds | $199.4B |
| AMAZON.COM INCAMZN | 49 funds | $94.0B |
| JPMORGAN CHASE & COJPM | 49 funds | $30.5B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $56.5B |
| COSTCO WHOLESALE CORPCOST | 48 funds | $18.2B |
| WALMART INCWMT | 48 funds | $17.0B |
| PROCTER & GAMBLE CO/THEPG | 48 funds | $16.0B |
| ABBVIE INCABBV | 48 funds | $15.9B |
Ranked by how many of PFIS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 15, 2025 | LOCHEN RICHARD S JR | Director | Buy (P) | 100 | $5K |
| Aug 6, 2025 | LOCHEN RICHARD S JR | Director | Buy (P) | 1K | $48K |
| Mar 5, 2025 | LOCHEN RICHARD S JR | Director | Buy (P) | 300 | $14K |
| Mar 5, 2025 | LOCHEN RICHARD S JR | Director | Buy (P) | 700 | $33K |
| Nov 27, 2024 | BEST CRAIG W | CEO, Director | Sell (S) | 3K | $143K |
| Nov 21, 2024 | BEST CRAIG W | CEO, Director | Sell (S) | 4K | $234K |
| Nov 13, 2024 | BEST CRAIG W | CEO, Director | Sell (S) | 659 | $36K |
| Nov 11, 2024 | BEST CRAIG W | CEO, Director | Sell (S) | 5K | $260K |
| Aug 7, 2024 | LOCHEN RICHARD S JR | Director | Buy (P) | 122 | $5K |
| Aug 5, 2024 | LOCHEN RICHARD S JR | Director | Buy (P) | 32 | $1K |
| Aug 5, 2024 | LOCHEN RICHARD S JR | Director | Buy (P) | 268 | $12K |
| Aug 5, 2024 | LOCHEN RICHARD S JR | Director | Buy (P) | 313 | $14K |
Connected entities for PFIS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFIS/capital-change-brief"
Use Arkolith's capital_change_brief for PFIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.