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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, Q4 2023

Institutional positions in Citizens Financial Services Inc as of Dec 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
46
+1 vs. Q3 2023
Shares held
1.06M
+27.7K (+2.7%) vs. Q3 2023
Total value
$68.5M
+$19.1M (+38.7%) vs. Q3 2023
New holders
4
19 more added
Sold out
3
12 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 46 institutions
Q1 2021: 1 institutionQ2 2021: 2 institutionsQ3 2021: 1 institutionQ4 2021: 2 institutionsQ1 2022: 1 institutionQ2 2022: 18 institutionsQ3 2022: 24 institutionsQ4 2022: 25 institutionsQ1 2023: 34 institutionsQ2 2023: 50 institutionsQ3 2023: 46 institutionsQ4 2023: 46 institutionsQ1 2024: 50 institutionsQ2 2024: 56 institutionsQ3 2024: 58 institutionsQ4 2024: 66 institutionsQ1 2025: 69 institutionsQ2 2025: 72 institutionsQ3 2025: 79 institutionsQ4 2025: 83 institutionsQ1 2026: 87 institutionsQ2 2026: 87 institutions
Value heldQ4 2023: $69.2M
Q1 2021: $1.56MQ2 2021: $1.79MQ3 2021: $1.68MQ4 2021: $1.76MQ1 2022: $1.27MQ2 2022: $15.4MQ3 2022: $17.2MQ4 2022: $23.3MQ1 2023: $54.4MQ2 2023: $81.2MQ3 2023: $51.2MQ4 2023: $69.2MQ1 2024: $51.4MQ2 2024: $50.0MQ3 2024: $67.4MQ4 2024: $78.5MQ1 2025: $103.1MQ2 2025: $75.4MQ3 2025: $78.6MQ4 2025: $77.9MQ1 2026: $85.6MQ2 2026: $107.5M
Institutions holding CZFS and their total value by quarter
QuarterHoldersValue
Q2 202687$107.5M
Q1 202687$85.6M
Q4 202583$77.9M
Q3 202579$78.6M
Q2 202572$75.4M
Q1 202569$103.1M
Q4 202466$78.5M
Q3 202458$67.4M
Q2 202456$50.0M
Q1 202450$51.4M
Q4 202346$69.2M
Q3 202346$51.2M
Q2 202350$81.2M
Q1 202334$54.4M
Q4 202225$23.3M
Q3 202224$17.2M
Q2 202218$15.4M
Q1 20221$1.27M
Q4 20212$1.76M
Q3 20211$1.68M
Q2 20212$1.79M
Q1 20211$1.56M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q3 2023.

Institutions holding CZFS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.281,347$18.2M0.00%+23,444+9.1%Added
Vanguard Group Inc219,213$14.2M0.00%+2,116+1.0%Added
Citizens & Northern Corp88,437$5.72M2.04%00.0%Unchanged
Geode Capital Management, LLC87,794$5.68M0.00%+4,181+5.0%Added
State Street Corp68,401$4.43M0.00%+7,321+12.0%Added
Hudock, Inc.40,401$2.61M0.56%−145−0.4%Reduced
Fourthstone LLC37,040$2.40M0.49%−30,151−44.9%Reduced
Northern Trust Corp36,326$2.35M0.00%+3,297+10.0%Added
Charles Schwab Investment Management Inc31,938$2.07M0.00%−804−2.5%Reduced
JFS Wealth Advisors, LLC29,909$1.94M0.16%00.0%Unchanged
Bank of New York Mellon Corp20,187$1.31M0.00%+5,950+41.8%Added
Weatherly Asset Management L. P.9,656$624.9K0.07%00.0%Unchanged
Nuveen Asset Management, LLC8,039$520.3K0.00%+2,158+36.7%Added
Minerva Advisors LLC7,726$500.0K0.31%00.0%Unchanged
Morgan Stanley7,458$482.7K0.00%+5,290+244.0%Added
American Century Companies Inc6,923$448.1K0.00%+160+2.4%Added
Commonwealth Equity Services, LLC6,056$392.0K0.00%+26+0.4%Added
Bank of America Corp5,743$371.7K0.00%−1,385−19.4%Reduced
LPL Financial LLC5,605$362.7K0.00%+10.0%Added
Barclays PLC5,215$337.5K0.00%+4,421+556.8%Added
Citadel Advisors LLC5,158$333.8K0.00%+5,158New
Rhumbline Advisers4,686$303.3K0.00%−276−5.6%Reduced
Wellington Management Group LLP4,393$284.3K0.00%00.0%Unchanged
UBS Group AG4,310$278.9K0.00%+2,272+111.5%Added
Bridgeway Capital Management, LLC3,871$250.5K0.01%+3,871New
Royal Bank of Canada3,861$249.0K0.00%+500+14.9%Added
JPMorgan Chase & Co3,659$236.8K0.00%+975+36.3%Added
The PNC Financial Services Group, Inc.3,265$211.3K0.00%00.0%Unchanged
Creative Planning3,153$204.1K0.00%+123+4.1%Added
Key Financial Inc2,508$162.3K0.04%00.0%Unchanged
MetLife Investment Management2,363$152.9K0.00%00.0%Unchanged
Deutsche Bank AG2,233$144.5K0.00%−127−5.4%Reduced
American International Group, Inc.1,885$122.0K0.00%−7−0.4%Reduced
SG Americas Securities, LLC1,844$119.0K0.00%+1,844New
New York State Common Retirement Fund1,833$118.6K0.00%+2+0.1%Added
Wells Fargo & Company1,339$86.7K0.00%+431+47.5%Added
NBT Bank N A1,188$76.9K0.01%+1,188New
Citigroup Inc648$41.9K0.00%+570+730.8%Added
California State Teachers Retirement System624$40.4K0.00%−213−25.4%Reduced
Northwestern Mutual Wealth Management Co583$37.7K0.00%00.0%Unchanged
Amalgamated Bank423$27.0K0.00%−44−9.4%Reduced
Tower Research Capital LLC (TRC)374$24.2K0.00%−380−50.4%Reduced
Ameritas Investment Partners, Inc.358$23.2K0.00%00.0%Unchanged
Legal & General Group Plc345$22.3K0.00%−33−8.7%Reduced
Metropolitan Life Insurance Co245$15.9K0.00%00.0%Unchanged
FMR LLC77$4.98K0.00%−96−55.5%Reduced
Alliancebernstein L.P.0$00.00%−8,767−100.0%Sold out
Invesco Ltd.0$00.00%−4,438−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−765−100.0%Sold out
Terrapin Asset Management, LLC––––Not filed