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 2024
Institutional positions in Citizens Financial Services Inc as of Mar 31, 2024. 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
- 50
- +4 vs. Q4 2023
- Shares held
- 1.02M
- −34.7K (−3.3%) vs. Q4 2023
- Total value
- $50.4M
- −$18.1M (−26.5%) vs. Q4 2023
- New holders
- 10
- 15 more added
- Sold out
- 6
- 12 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 270,895 | $13.3M | 0.00% | −10,452−3.7% | Reduced |
| Vanguard Group Inc | 229,271 | $11.3M | 0.00% | +10,058+4.6% | Added |
| Geode Capital Management, LLC | 88,786 | $4.37M | 0.00% | +992+1.1% | Added |
| Citizens & Northern Corp | 88,522 | $4.36M | 1.47% | +85+0.1% | Added |
| State Street Corp | 69,067 | $3.40M | 0.00% | +666+1.0% | Added |
| Hudock, Inc. | 40,401 | $1.99M | 0.44% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 35,060 | $1.72M | 0.00% | +3,122+9.8% | Added |
| Northern Trust Corp | 34,957 | $1.72M | 0.00% | −1,369−3.8% | Reduced |
| Bank of New York Mellon Corp | 19,392 | $954.1K | 0.00% | −795−3.9% | Reduced |
| De Lisle Partners LLP | 15,202 | $743.5K | 0.17% | +15,202 | New |
| Invesco Ltd. | 12,495 | $614.8K | 0.00% | +12,495 | New |
| Weatherly Asset Management L. P. | 9,656 | $475.1K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 8,270 | $406.9K | 0.00% | +8,270 | New |
| Nuveen Asset Management, LLC | 8,039 | $395.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,795 | $383.5K | 0.00% | +2,637+51.1% | Added |
| Minerva Advisors LLC | 7,726 | $380.1K | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 7,416 | $364.9K | 0.00% | +493+7.1% | Added |
| Morgan Stanley | 7,058 | $347.3K | 0.00% | −400−5.4% | Reduced |
| JPMorgan Chase & Co | 6,701 | $329.7K | 0.00% | +3,042+83.1% | Added |
| Commonwealth Equity Services, LLC | 6,056 | $298.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 5,691 | $280.0K | 0.00% | +5,691 | New |
| LPL Financial LLC | 5,605 | $275.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,780 | $235.2K | 0.00% | +94+2.0% | Added |
| UBS Group AG | 3,795 | $186.7K | 0.00% | −515−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,265 | $160.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,065 | $150.8K | 0.01% | −26,844−89.8% | Reduced |
| Royal Bank of Canada | 2,814 | $138.0K | 0.00% | −1,047−27.1% | Reduced |
| Barclays PLC | 2,619 | $128.9K | 0.00% | −2,596−49.8% | Reduced |
| Key Financial Inc | 2,508 | $123.4K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,423 | $119.2K | 0.00% | +190+8.5% | Added |
| MetLife Investment Management | 2,363 | $116.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,971 | $97.0K | 0.00% | −3,772−65.7% | Reduced |
| American International Group, Inc. | 1,869 | $92.0K | 0.00% | −16−0.8% | Reduced |
| New York State Common Retirement Fund | 1,839 | $90.5K | 0.00% | +6+0.3% | Added |
| Wells Fargo & Company | 1,508 | $74.2K | 0.00% | +169+12.6% | Added |
| NBT Bank N A | 1,188 | $58.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 845 | $41.6K | 0.00% | +197+30.4% | Added |
| Stone House Investment Management, LLC | 641 | $31.5K | 0.01% | +641 | New |
| Tower Research Capital LLC (TRC) | 544 | $26.8K | 0.00% | +170+45.5% | Added |
| California State Teachers Retirement System | 381 | $18.7K | 0.00% | −243−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 358 | $17.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 345 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 305 | $15.0K | 0.00% | +228+296.1% | Added |
| Metropolitan Life Insurance Co | 245 | $12.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 146 | $7.00K | 0.00% | −277−65.5% | Reduced |
| Smartleaf Asset Management LLC | 50 | $2.29K | 0.00% | +50 | New |
| GAMMA Investing LLC | 4 | $197 | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $49 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 2 | $0 | 0.00% | +2 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −37,040−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −583−100.0% | Sold out |