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Compiled from SEC Form N-PX filings and PEOPLES FINANCIAL SERVICES CORP.’s Form 8-K, filed 2024-05-14 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PEOPLES FINANCIAL SERVICES CORP. in the interactive database Compare manager voting policies
These tallies are PEOPLES FINANCIAL SERVICES CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-14 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Richard S. Lochen, Jr. | 2,657,253 | 1,078,052 | 37,900 | -- | 1,171,445 | Majority: yes |
| Elect Director: James B. Nicholas | 3,212,469 | 510,888 | 49,848 | -- | 1,171,445 | Majority: yes |
Source: PEOPLES FINANCIAL SERVICES CORP., Form 8-K, filed with the SEC on 2024-05-14 — read the filing on EDGAR.
Each item below shows how the 108 asset managers that disclosed a PEOPLES FINANCIAL SERVICES CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PEOPLES FINANCIAL SERVICES CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2024-05-11.
Combines 3 wordings of this item as funds reported it.
97% fund support · no official result
The 102 asset managers below cast 97% of the shares they voted on this item FOR (1,638,786 for, 46,707 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 445,652 | 0 | 0 | 0 | For |
| Vanguard | 317,516 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 148,217 | 0 | 0 | 0 | For |
| Dimensional | 145,072 | 0 | 0 | 0 | For |
| Fidelity | 140,349 | 0 | 0 | 0 | For |
| American Century | 0 | 45,643 | 0 | 0 | Against |
| Charles Schwab | 37,182 | 0 | 0 | 0 | For |
| SEI | 29,020 | 0 | 0 | 0 | For |
| Renaissance | 26,175 | 0 | 0 | 0 | For |
| PNC BANK, NATIONAL ASSOCIATION | 24,660 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22,439 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 22,439 | 0 | 0 | 0 | For |
| Invesco | 18,335 | 0 | 0 | 0 | For |
| WisdomTree | 16,442 | 0 | 0 | 0 | For |
| Nuveen | 15,014 | 0 | 0 | 0 | For |
| Northern Trust | 14,889 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 14,534 | 0 | 0 | 0 | For |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,791 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 10,527 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 9,677 | 0 | 0 | 0 | For |
| STRS OHIO | 8,900 | 0 | 0 | 0 | For |
| State Street | 8,841 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,789 | 0 | 0 | 0 | For |
Showing the 25 largest of 102 asset managers. See all 102 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
99.9% fund support · no official result
The 65 asset managers below cast 99.9% of the shares they voted on this item FOR (1,513,951 for, 602 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 469,177 | 0 | 0 | 0 | For |
| Vanguard | 316,207 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 147,457 | 0 | 0 | 0 | For |
| Dimensional | 143,684 | 0 | 0 | 0 | For |
| Fidelity | 140,269 | 0 | 0 | 0 | For |
| American Century | 30,355 | 0 | 0 | 0 | For |
| Renaissance | 25,156 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 22,900 | 0 | 0 | 0 | For |
| Invesco | 18,735 | 0 | 0 | 0 | For |
| WisdomTree | 16,792 | 0 | 0 | 0 | For |
| Nuveen | 15,014 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 12,920 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 11,699 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,140 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 9,677 | 0 | 0 | 0 | For |
| STRS OHIO | 9,500 | 0 | 0 | 0 | For |
| State Street | 8,841 | 0 | 0 | 0 | For |
| Voya | 6,776 | 0 | 0 | 0 | For |
| Fisher Asset Management, LLC | 6,418 | 0 | 0 | 0 | For |
| Goldman Sachs | 5,557 | 0 | 0 | 0 | For |
| AllianceBernstein | 4,982 | 0 | 0 | 0 | For |
| Rhumbline | 4,624 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Meeting held 2024-05-11.
Combines 4 wordings of this item as funds reported it.
71% Majority: yes · of votes cast
PEOPLES FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Richard S. Lochen, Jr.”): 2,657,253 for, 1,078,052 against, per its Form 8-K filed 2024-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,058,749 outstanding shares: 38% for, 15% against (52.9% of the company cast a for/against vote).
The 45 asset managers below cast 44% of the shares they voted on this item FOR (463,355 for, 582,791 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 311,659 | 0 | 0 | Against |
| BlackRock | 273,381 | 0 | 0 | 0 | For |
| Fidelity | 139,943 | 0 | 0 | 0 | For |
| Dimensional | 0 | 119,929 | 0 | 0 | Against |
| American Century | 0 | 22,605 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 22,439 | 0 | 0 | Against |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 16,442 | 0 | 0 | Against |
| TIAA | 0 | 14,739 | 0 | 0 | Against |
| SEI | 0 | 14,510 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 5,207 | 5,320 | 0 | 0 | Against |
| Invesco | 0 | 8,086 | 0 | 0 | Against |
| Lincoln Financial | 0 | 6,789 | 0 | 0 | Against |
| First Trust | 0 | 4,250 | 0 | 0 | Against |
| Northern Trust | 0 | 4,006 | 0 | 0 | Against |
| RBC FUNDS TRUST | 0 | 3,900 | 0 | 0 | Against |
| Goldman Sachs | 3,873 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 3,412 | 0 | 0 | Against |
| Global X | 0 | 3,065 | 0 | 0 | Against |
| Voya | 0 | 2,953 | 0 | 0 | Against |
| State Street | 0 | 2,947 | 0 | 0 | Against |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,835 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 2,533 | 0 | 0 | Against |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-05-11.
Combines 4 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
PEOPLES FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: James B. Nicholas”): 3,212,469 for, 510,888 against, per its Form 8-K filed 2024-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,058,749 outstanding shares: 45.5% for, 7% against (52.7% of the company cast a for/against vote).
The 45 asset managers below cast 64% of the shares they voted on this item FOR (670,950 for, 375,196 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 311,659 | 0 | 0 | Against |
| BlackRock | 273,381 | 0 | 0 | 0 | For |
| Fidelity | 139,943 | 0 | 0 | 0 | For |
| Dimensional | 119,929 | 0 | 0 | 0 | For |
| American Century | 22,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 22,439 | 0 | 0 | Against |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 16,442 | 0 | 0 | Against |
| TIAA | 0 | 14,739 | 0 | 0 | Against |
| SEI | 14,510 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 5,207 | 5,320 | 0 | 0 | Against |
| Invesco | 8,086 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,789 | 0 | 0 | 0 | For |
| First Trust | 4,250 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 3,900 | 0 | 0 | Against |
| Goldman Sachs | 3,873 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,412 | 0 | 0 | 0 | For |
| Global X | 3,065 | 0 | 0 | 0 | For |
| Voya | 2,953 | 0 | 0 | 0 | For |
| State Street | 2,947 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,835 | 0 | 0 | 0 | For |
| Brighthouse | 2,533 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-05-11.
Combines 3 wordings of this item as funds reported it.
100% fund support · no official result
The 45 asset managers below cast 100% of the shares they voted on this item FOR (1,046,146 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 311,659 | 0 | 0 | 0 | For |
| BlackRock | 273,381 | 0 | 0 | 0 | For |
| Fidelity | 139,943 | 0 | 0 | 0 | For |
| Dimensional | 119,929 | 0 | 0 | 0 | For |
| American Century | 22,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 22,439 | 0 | 0 | 0 | For |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| WisdomTree | 16,442 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| SEI | 14,510 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 10,527 | 0 | 0 | 0 | For |
| Invesco | 8,086 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,789 | 0 | 0 | 0 | For |
| First Trust | 4,250 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,900 | 0 | 0 | 0 | For |
| Goldman Sachs | 3,873 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,412 | 0 | 0 | 0 | For |
| Global X | 3,065 | 0 | 0 | 0 | For |
| Voya | 2,953 | 0 | 0 | 0 | For |
| State Street | 2,947 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,835 | 0 | 0 | 0 | For |
| Brighthouse | 2,533 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
Combines 3 wordings of this item as funds reported it.
98% fund support · no official result
The 44 asset managers below cast 98% of the shares they voted on this item FOR (1,056,658 for, 17,395 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 310,350 | 0 | 0 | 0 | For |
| BlackRock | 285,303 | 0 | 0 | 0 | For |
| Fidelity | 139,956 | 0 | 0 | 0 | For |
| Dimensional | 118,790 | 0 | 0 | 0 | For |
| EA Series Trust | 24,918 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 22,900 | 0 | 0 | 0 | For |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| WisdomTree | 16,792 | 0 | 0 | 0 | For |
| American Century | 15,071 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| SEI | 0 | 14,330 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 11,699 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,140 | 0 | 0 | 0 | For |
| Invesco | 8,286 | 0 | 0 | 0 | For |
| Goldman Sachs | 4,048 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,900 | 0 | 0 | 0 | For |
| First Trust | 3,839 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,412 | 0 | 0 | 0 | For |
| Voya | 3,388 | 0 | 0 | 0 | For |
| Global X | 0 | 3,065 | 0 | 0 | Against |
| State Street | 2,947 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,899 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
Combines 2 wordings of this item as funds reported it.
97% fund support · no official result
The 44 asset managers below cast 97% of the shares they voted on this item FOR (1,037,233 for, 31,838 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 310,350 | 0 | 0 | 0 | For |
| BlackRock | 285,303 | 0 | 0 | 0 | For |
| Fidelity | 139,956 | 0 | 0 | 0 | For |
| Dimensional | 118,790 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 24,918 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 22,900 | 0 | 0 | 0 | For |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| WisdomTree | 16,792 | 0 | 0 | 0 | For |
| American Century | 15,071 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| SEI | 14,330 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 6,717 | 0 | 4,982 | 0 | For |
| Lincoln Financial | 3,963 | 6,177 | 0 | 0 | Against |
| Invesco | 8,286 | 0 | 0 | 0 | For |
| Goldman Sachs | 4,048 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,900 | 0 | 0 | 0 | For |
| First Trust | 3,839 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,412 | 0 | 0 | 0 | For |
| Voya | 3,388 | 0 | 0 | 0 | For |
| Global X | 3,065 | 0 | 0 | 0 | For |
| State Street | 2,947 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| Pacific Life | 2,899 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
Combines 4 wordings of this item as funds reported it.
86% fund support · no official result
The 37 asset managers below cast 86% of the shares they voted on this item FOR (160,442 for, 25,289 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 37,182 | 0 | 0 | 0 | For |
| SEI | 28,660 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 24,918 | 0 | 0 | Against |
| PNC BANK, NATIONAL ASSOCIATION | 24,660 | 0 | 0 | 0 | For |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,791 | 0 | 0 | 0 | For |
| Northern Trust | 9,031 | 0 | 0 | 0 | For |
| Janney Montgomery Scott LLC | 6,554 | 0 | 0 | 0 | For |
| Community Bank, N.A. | 6,284 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,160 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,900 | 0 | 0 | 0 | For |
| WASHINGTON STATE INVESTMENT BOARD | 3,092 | 0 | 0 | 0 | For |
| Global X | 3,065 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| John Hancock | 2,745 | 0 | 0 | 0 | For |
| Jackson National | 2,031 | 0 | 0 | 0 | For |
| Ensign Peak Advisors, Inc | 1,948 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1,797 | 0 | 0 | 0 | For |
| Neuberger Berman | 1,363 | 0 | 0 | 0 | For |
| ZACKS INVESTMENT MANAGEMENT | 1,268 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 1,047 | 0 | 0 | 0 | For |
| Northeast Financial Group, Inc. | 954 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 897 | 0 | 0 | 0 | For |
| Vericimetry Funds | 780 | 0 | 0 | 0 | For |
| Prudential/PGIM | 710 | 0 | 0 | 0 | For |
| Allianz | 488 | 0 | 0 | 0 | For |
Showing the 25 largest of 37 asset managers. See all 37 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
100% fund support · no official result
The 32 asset managers below cast 100% of the shares they voted on this item FOR (995,045 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 310,350 | 0 | 0 | 0 | For |
| BlackRock | 285,303 | 0 | 0 | 0 | For |
| Fidelity | 139,956 | 0 | 0 | 0 | For |
| Dimensional | 118,790 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 22,900 | 0 | 0 | 0 | For |
| WisdomTree | 16,792 | 0 | 0 | 0 | For |
| American Century | 15,071 | 0 | 0 | 0 | For |
| TIAA | 14,739 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 12,166 | 0 | 0 | 0 | For |
| Equitable | 6,717 | 0 | 4,982 | 0 | For |
| Lincoln Financial | 10,140 | 0 | 0 | 0 | For |
| Invesco | 8,286 | 0 | 0 | 0 | For |
| Goldman Sachs | 4,048 | 0 | 0 | 0 | For |
| Northern Trust | 4,006 | 0 | 0 | 0 | For |
| First Trust | 3,839 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,412 | 0 | 0 | 0 | For |
| Voya | 3,388 | 0 | 0 | 0 | For |
| State Street | 2,947 | 0 | 0 | 0 | For |
| Pacific Life | 2,899 | 0 | 0 | 0 | For |
| Nationwide | 2,072 | 0 | 0 | 0 | For |
| ProShares | 1,178 | 0 | 0 | 0 | For |
| Brighthouse | 1,144 | 0 | 0 | 0 | For |
| DWS | 942 | 0 | 0 | 0 | For |
| Victory Capital | 906 | 0 | 0 | 0 | For |
| Principal | 843 | 0 | 0 | 0 | For |
Showing the 25 largest of 32 asset managers. See all 32 in the interactive database.
Meeting held 2024-03-22; no official results are on file for this meeting.
100% fund support · no official result
The 11 asset managers below cast 100% of the shares they voted on this item FOR (74,005 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| EA Series Trust | 24,918 | 0 | 0 | 0 | For |
| Charles Schwab | 18,591 | 0 | 0 | 0 | For |
| SEI | 14,330 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,900 | 0 | 0 | 0 | For |
| Global X | 3,065 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 2,944 | 0 | 0 | 0 | For |
| John Hancock | 2,745 | 0 | 0 | 0 | For |
| Jackson National | 2,031 | 0 | 0 | 0 | For |
| Vericimetry Funds | 780 | 0 | 0 | 0 | For |
| Allianz | 488 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 213 | 0 | 0 | 0 | For |
Meeting held 2024-03-22; no official results are on file for this meeting.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (42 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 21 | 0 | 0 | 0 | For |
| L2 Asset Management, LLC | 21 | 0 | 0 | 0 | For |
Ranked by the number of PEOPLES FINANCIAL SERVICES CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 7,058,749 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.31% |
| 2 | Vanguard | 4.50% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 2.10% |
| 4 | Dimensional | 2.06% |
| 5 | Fidelity | 1.99% |
| 6 | American Century | 0.65% |
| 7 | Charles Schwab | 0.53% |
| 8 | SEI | 0.41% |
| 9 | Renaissance | 0.37% |
| 10 | PNC BANK, NATIONAL ASSOCIATION | 0.35% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 9.11% | 13F |
| Vanguard Group | 6.96% | 13F |
| Dimensional Fund Advisors | 2.59% | 13F |
| Geode Capital | 2.12% | 13F |
| State Street | 2.12% | 13F |
| Northern Trust | 0.90% | 13F |
| BNY Mellon | 0.56% | 13F |
| Morgan Stanley | 0.50% | 13F |
| Renaissance Technologies | 0.46% | 13F |
| Nuveen | 0.34% | 13F |
Percentages above are of 7,058,749 shares outstanding, as reported by PEOPLES FINANCIAL SERVICES CORP. on its Form 10-K dated 2024-02-29 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PEOPLES FINANCIAL SERVICES CORP.’s 10-K dated 2024-02-29. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At PEOPLES FINANCIAL SERVICES CORP.'s 2 shareholder meetings in the 2023-2024 proxy season (held 2024-03-22 and 2024-05-11), 108 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,168 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. PEOPLES FINANCIAL SERVICES CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — the reporting funds cast 97% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
PEOPLES FINANCIAL SERVICES CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.