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, 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 | $107.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 78 | $3.74K | 0.00% | −2,216−96.6% | Reduced |
| FMR LLC | 173 | $8.29K | 0.00% | −25,507−99.3% | Reduced |
| Metropolitan Life Insurance Co | 245 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 358 | $17.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 378 | $18.1K | 0.00% | −58−13.3% | Reduced |
| Amalgamated Bank | 467 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 583 | $27.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 754 | $36.1K | 0.00% | +498+194.5% | Added |
| Allspring Global Investments Holdings, LLC | 765 | $36.7K | 0.00% | +765 | New |
| Barclays PLC | 794 | $38.0K | 0.00% | −73−8.4% | Reduced |
| California State Teachers Retirement System | 837 | $40.1K | 0.00% | −607−42.0% | Reduced |
| Wells Fargo & Company | 908 | $43.5K | 0.00% | −776−46.1% | Reduced |
| New York State Common Retirement Fund | 1,831 | $87.7K | 0.00% | +31+1.7% | Added |
| American International Group, Inc. | 1,892 | $90.7K | 0.00% | −197−9.4% | Reduced |
| UBS Group AG | 2,038 | $97.7K | 0.00% | −493−19.5% | Reduced |
| Morgan Stanley | 2,168 | $103.9K | 0.00% | −2,991−58.0% | Reduced |
| Deutsche Bank AG | 2,360 | $113.1K | 0.00% | +617+35.4% | Added |
| MetLife Investment Management | 2,363 | $113.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,508 | $120.2K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,684 | $128.6K | 0.00% | −865−24.4% | Reduced |
| Creative Planning | 3,030 | $145.2K | 0.00% | +3,030 | New |
| The PNC Financial Services Group, Inc. | 3,265 | $156.5K | 0.00% | −367−10.1% | Reduced |
| Royal Bank of Canada | 3,361 | $161.0K | 0.00% | +1,627+93.8% | Added |
| Wellington Management Group LLP | 4,393 | $210.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 4,438 | $212.7K | 0.00% | +1,523+52.2% | Added |
| Rhumbline Advisers | 4,962 | $237.8K | 0.00% | +200+4.2% | Added |
| LPL Financial LLC | 5,604 | $268.6K | 0.00% | +5,604 | New |
| Nuveen Asset Management, LLC | 5,881 | $281.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,030 | $289.0K | 0.00% | +337+5.9% | Added |
| American Century Companies Inc | 6,763 | $324.1K | 0.00% | −135−2.0% | Reduced |
| Bank of America Corp | 7,128 | $341.6K | 0.00% | +1,914+36.7% | Added |
| Minerva Advisors LLC | 7,726 | $370.2K | 0.26% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 8,767 | $420.1K | 0.00% | −27,938−76.1% | Reduced |
| Weatherly Asset Management L. P. | 9,656 | $462.7K | 0.06% | −20.0% | Reduced |
| Bank of New York Mellon Corp | 14,237 | $682.2K | 0.00% | −293−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 29,909 | $1.43M | 0.14% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 32,742 | $1.57M | 0.00% | +18+0.1% | Added |
| Northern Trust Corp | 33,029 | $1.58M | 0.00% | −3,025−8.4% | Reduced |
| Terrapin Asset Management, LLC | 37,460 | $1.80M | 2.46% | −113−0.3% | Reduced |
| Hudock, Inc. | 40,546 | $1.94M | 0.46% | +96+0.2% | Added |
| State Street Corp | 61,080 | $2.93M | 0.00% | +2,191+3.7% | Added |
| Fourthstone LLC | 67,191 | $3.22M | 0.73% | +67,191 | New |
| Geode Capital Management, LLC | 83,613 | $4.01M | 0.00% | −2,762−3.2% | Reduced |
| Citizens & Northern Corp | 88,437 | $4.24M | 1.70% | +1,047+1.2% | Added |
| Vanguard Group Inc | 217,097 | $10.4M | 0.00% | −1,772−0.8% | Reduced |
| BlackRock Inc. | 257,903 | $12.4M | 0.00% | −10,408−3.9% | 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 |