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