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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 77 | $4.98K | 0.00% | −96−55.5% | Reduced |
| Metropolitan Life Insurance Co | 245 | $15.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 345 | $22.3K | 0.00% | −33−8.7% | Reduced |
| Ameritas Investment Partners, Inc. | 358 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 374 | $24.2K | 0.00% | −380−50.4% | Reduced |
| Amalgamated Bank | 423 | $27.0K | 0.00% | −44−9.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 583 | $37.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 624 | $40.4K | 0.00% | −213−25.4% | Reduced |
| Citigroup Inc | 648 | $41.9K | 0.00% | +570+730.8% | Added |
| NBT Bank N A | 1,188 | $76.9K | 0.01% | +1,188 | New |
| Wells Fargo & Company | 1,339 | $86.7K | 0.00% | +431+47.5% | Added |
| New York State Common Retirement Fund | 1,833 | $118.6K | 0.00% | +2+0.1% | Added |
| SG Americas Securities, LLC | 1,844 | $119.0K | 0.00% | +1,844 | New |
| American International Group, Inc. | 1,885 | $122.0K | 0.00% | −7−0.4% | Reduced |
| Deutsche Bank AG | 2,233 | $144.5K | 0.00% | −127−5.4% | Reduced |
| MetLife Investment Management | 2,363 | $152.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,508 | $162.3K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 3,153 | $204.1K | 0.00% | +123+4.1% | Added |
| The PNC Financial Services Group, Inc. | 3,265 | $211.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,659 | $236.8K | 0.00% | +975+36.3% | Added |
| Royal Bank of Canada | 3,861 | $249.0K | 0.00% | +500+14.9% | Added |
| Bridgeway Capital Management, LLC | 3,871 | $250.5K | 0.01% | +3,871 | New |
| UBS Group AG | 4,310 | $278.9K | 0.00% | +2,272+111.5% | Added |
| Wellington Management Group LLP | 4,393 | $284.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,686 | $303.3K | 0.00% | −276−5.6% | Reduced |
| Citadel Advisors LLC | 5,158 | $333.8K | 0.00% | +5,158 | New |
| Barclays PLC | 5,215 | $337.5K | 0.00% | +4,421+556.8% | Added |
| LPL Financial LLC | 5,605 | $362.7K | 0.00% | +10.0% | Added |
| Bank of America Corp | 5,743 | $371.7K | 0.00% | −1,385−19.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,056 | $392.0K | 0.00% | +26+0.4% | Added |
| American Century Companies Inc | 6,923 | $448.1K | 0.00% | +160+2.4% | Added |
| Morgan Stanley | 7,458 | $482.7K | 0.00% | +5,290+244.0% | Added |
| Minerva Advisors LLC | 7,726 | $500.0K | 0.31% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,039 | $520.3K | 0.00% | +2,158+36.7% | Added |
| Weatherly Asset Management L. P. | 9,656 | $624.9K | 0.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,187 | $1.31M | 0.00% | +5,950+41.8% | Added |
| JFS Wealth Advisors, LLC | 29,909 | $1.94M | 0.16% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 31,938 | $2.07M | 0.00% | −804−2.5% | Reduced |
| Northern Trust Corp | 36,326 | $2.35M | 0.00% | +3,297+10.0% | Added |
| Fourthstone LLC | 37,040 | $2.40M | 0.49% | −30,151−44.9% | Reduced |
| Hudock, Inc. | 40,401 | $2.61M | 0.56% | −145−0.4% | Reduced |
| State Street Corp | 68,401 | $4.43M | 0.00% | +7,321+12.0% | Added |
| Geode Capital Management, LLC | 87,794 | $5.68M | 0.00% | +4,181+5.0% | Added |
| Citizens & Northern Corp | 88,437 | $5.72M | 2.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 219,213 | $14.2M | 0.00% | +2,116+1.0% | Added |
| BlackRock Inc. | 281,347 | $18.2M | 0.00% | +23,444+9.1% | Added |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −8,767−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −4,438−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Terrapin Asset Management, LLC | – | – | – | – | Not filed |