Citizens Financial Services Inc
CZFS- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000739421
In the last 90 days, Citizens Financial Services Inc insiders filed 2 open-market purchases and 1 sale; 87 institutions reported holding it in 13F filings for Q2 2026, worth $107.1M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Citizens Financial Services Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- +9 vs. Q4 2022
- Shares held
- 625.8K
- +321.3K (+105.5%) vs. Q4 2022
- Total value
- $52.3M
- +$28.9M (+124.0%) vs. Q4 2022
- New holders
- 13
- 6 more added
- Sold out
- 4
- 6 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CZFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $107.1M |
| Q1 2026 | 87 | $85.6M |
| Q4 2025 | 83 | $77.9M |
| Q3 2025 | 79 | $78.3M |
| Q2 2025 | 72 | $75.2M |
| Q1 2025 | 69 | $103.1M |
| Q4 2024 | 66 | $78.5M |
| Q3 2024 | 58 | $67.0M |
| Q2 2024 | 56 | $49.9M |
| Q1 2024 | 50 | $50.4M |
| Q4 2023 | 46 | $68.5M |
| Q3 2023 | 46 | $51.2M |
| Q2 2023 | 50 | $81.2M |
| Q1 2023 | 34 | $52.3M |
| Q4 2022 | 25 | $23.3M |
| Q3 2022 | 24 | $17.2M |
| Q2 2022 | 18 | $15.4M |
| Q1 2022 | 1 | $1.27M |
| Q4 2021 | 2 | $1.76M |
| Q3 2021 | 1 | $1.68M |
| Q2 2021 | 2 | $1.79M |
| Q1 2021 | 1 | $1.56M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 0 | $77 | 0.00% | −96−100.0% | Reduced |
| Wells Fargo & Company | 26 | $2.17K | 0.00% | +26 | New |
| JPMorgan Chase & Co | 183 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 285 | $23.0K | 0.00% | +285 | New |
| Northwestern Mutual Wealth Management Co | 578 | $48.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,041 | $87.0K | 0.00% | +754+262.7% | Added |
| Belpointe Asset Management LLC | 1,123 | $93.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,179 | $98.5K | 0.00% | +1,179 | New |
| UBS Group AG | 1,277 | $106.7K | 0.00% | +972+318.7% | Added |
| Royal Bank of Canada | 1,300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,484 | $207.5K | 0.08% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,000 | $250.7K | 0.05% | −417−12.2% | Reduced |
| Bank of New York Mellon Corp | 3,002 | $250.8K | 0.00% | +3,002 | New |
| Qube Research & Technologies Ltd | 3,332 | $278.4K | 0.00% | +3,332 | New |
| The PNC Financial Services Group, Inc. | 3,599 | $300.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 4,200 | $350.9K | 0.00% | +4,200 | New |
| BlueCrest Capital Management Ltd | 4,325 | $361.4K | 0.04% | +4,325 | New |
| Commonwealth Equity Services, LLC | 5,119 | $427.0K | 0.00% | −317−5.8% | Reduced |
| Wellington Management Group LLP | 5,591 | $467.1K | 0.00% | −484−8.0% | Reduced |
| Bank of America Corp | 7,022 | $586.7K | 0.00% | +5,419+338.1% | Added |
| Citigroup Inc | 7,237 | $604.7K | 0.00% | +4,976+220.1% | Added |
| Northern Trust Corp | 7,350 | $614.1K | 0.00% | +7,350 | New |
| Weatherly Asset Management L. P. | 9,562 | $798.9K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,592 | $801.4K | 0.00% | +3,569+59.3% | Added |
| Charles Schwab Investment Management Inc | 19,605 | $1.64M | 0.00% | +19,605 | New |
| Millennium Management LLC | 24,151 | $2.02M | 0.00% | +18,055+296.2% | Added |
| FMR LLC | 25,423 | $2.12M | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29,614 | $2.47M | 0.23% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,000 | $2.92M | 0.00% | +35,000 | New |
| Hudock, Inc. | 39,992 | $3.34M | 0.82% | −782−1.9% | Reduced |
| Geode Capital Management, LLC | 42,036 | $3.51M | 0.00% | +42,036 | New |
| BlackRock Inc. | 50,641 | $4.23M | 0.00% | +50,641 | New |
| Citizens & Northern Corp | 86,837 | $7.26M | 2.83% | −100−0.1% | Reduced |
| Vanguard Group Inc | 190,102 | $15.9M | 0.00% | +190,102 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −55,424−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,797−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |