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 $107.5M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Citizens Financial Services Inc as of Sep 30, 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
- 46
- −3 vs. Q2 2023
- Shares held
- 1.07M
- −16.9K (−1.6%) vs. Q2 2023
- Total value
- $51.2M
- −$29.6M (−36.6%) vs. Q2 2023
- New holders
- 4
- 12 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 | $107.5M |
| Q1 2026 | 87 | $85.6M |
| Q4 2025 | 83 | $77.9M |
| Q3 2025 | 79 | $78.6M |
| Q2 2025 | 72 | $75.4M |
| Q1 2025 | 69 | $103.1M |
| Q4 2024 | 66 | $78.5M |
| Q3 2024 | 58 | $67.4M |
| Q2 2024 | 56 | $50.0M |
| Q1 2024 | 50 | $51.4M |
| Q4 2023 | 46 | $69.2M |
| Q3 2023 | 46 | $51.2M |
| Q2 2023 | 50 | $81.2M |
| Q1 2023 | 34 | $54.4M |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 257,903 | $12.4M | 0.00% | −10,408−3.9% | Reduced |
| Vanguard Group Inc | 217,097 | $10.4M | 0.00% | −1,772−0.8% | Reduced |
| Citizens & Northern Corp | 88,437 | $4.24M | 1.70% | +1,047+1.2% | Added |
| Geode Capital Management, LLC | 83,613 | $4.01M | 0.00% | −2,762−3.2% | Reduced |
| Fourthstone LLC | 67,191 | $3.22M | 0.73% | +67,191 | New |
| State Street Corp | 61,080 | $2.93M | 0.00% | +2,191+3.7% | Added |
| Hudock, Inc. | 40,546 | $1.94M | 0.46% | +96+0.2% | Added |
| Terrapin Asset Management, LLC | 37,460 | $1.80M | 2.46% | −113−0.3% | Reduced |
| Northern Trust Corp | 33,029 | $1.58M | 0.00% | −3,025−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 32,742 | $1.57M | 0.00% | +18+0.1% | Added |
| JFS Wealth Advisors, LLC | 29,909 | $1.43M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 14,237 | $682.2K | 0.00% | −293−2.0% | Reduced |
| Weatherly Asset Management L. P. | 9,656 | $462.7K | 0.06% | −20.0% | Reduced |
| Alliancebernstein L.P. | 8,767 | $420.1K | 0.00% | −27,938−76.1% | Reduced |
| Minerva Advisors LLC | 7,726 | $370.2K | 0.26% | 00.0% | Unchanged |
| Bank of America Corp | 7,128 | $341.6K | 0.00% | +1,914+36.7% | Added |
| American Century Companies Inc | 6,763 | $324.1K | 0.00% | −135−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,030 | $289.0K | 0.00% | +337+5.9% | Added |
| Nuveen Asset Management, LLC | 5,881 | $281.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,604 | $268.6K | 0.00% | +5,604 | New |
| Rhumbline Advisers | 4,962 | $237.8K | 0.00% | +200+4.2% | Added |
| Invesco Ltd. | 4,438 | $212.7K | 0.00% | +1,523+52.2% | Added |
| Wellington Management Group LLP | 4,393 | $210.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,361 | $161.0K | 0.00% | +1,627+93.8% | Added |
| The PNC Financial Services Group, Inc. | 3,265 | $156.5K | 0.00% | −367−10.1% | Reduced |
| Creative Planning | 3,030 | $145.2K | 0.00% | +3,030 | New |
| JPMorgan Chase & Co | 2,684 | $128.6K | 0.00% | −865−24.4% | Reduced |
| Key Financial Inc | 2,508 | $120.2K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 2,363 | $113.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,360 | $113.1K | 0.00% | +617+35.4% | Added |
| Morgan Stanley | 2,168 | $103.9K | 0.00% | −2,991−58.0% | Reduced |
| UBS Group AG | 2,038 | $97.7K | 0.00% | −493−19.5% | Reduced |
| American International Group, Inc. | 1,892 | $90.7K | 0.00% | −197−9.4% | Reduced |
| New York State Common Retirement Fund | 1,831 | $87.7K | 0.00% | +31+1.7% | Added |
| Wells Fargo & Company | 908 | $43.5K | 0.00% | −776−46.1% | Reduced |
| California State Teachers Retirement System | 837 | $40.1K | 0.00% | −607−42.0% | Reduced |
| Barclays PLC | 794 | $38.0K | 0.00% | −73−8.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 765 | $36.7K | 0.00% | +765 | New |
| Tower Research Capital LLC (TRC) | 754 | $36.1K | 0.00% | +498+194.5% | Added |
| Northwestern Mutual Wealth Management Co | 583 | $27.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 467 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 378 | $18.1K | 0.00% | −58−13.3% | Reduced |
| Ameritas Investment Partners, Inc. | 358 | $17.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 245 | $11.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 173 | $8.29K | 0.00% | −25,507−99.3% | Reduced |
| Citigroup Inc | 78 | $3.74K | 0.00% | −2,216−96.6% | Reduced |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −8,324−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |