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, Q2 2024
Institutional positions in Citizens Financial Services Inc as of Jun 30, 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
- 56
- +6 vs. Q1 2024
- Shares held
- 1.11M
- +85.6K (+8.4%) vs. Q1 2024
- Total value
- $49.9M
- −$507.3K (−1.0%) vs. Q1 2024
- New holders
- 12
- 34 more added
- Sold out
- 6
- 8 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 6 | $0 | 0.00% | +4+200.0% | Added |
| Creekmur Asset Management LLC | 8 | $362 | 0.00% | +8 | New |
| Covestor Ltd | 13 | $1.00K | 0.00% | +10+333.3% | Added |
| Deutsche Bank AG | 24 | $1.08K | 0.00% | −2,399−99.0% | Reduced |
| Fortitude Family Office, LLC | 32 | $1.44K | 0.00% | +32 | New |
| Smartleaf Asset Management LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 78 | $3.50K | 0.00% | +74+1,850.0% | Added |
| Capital Advisors, Ltd. LLC | 83 | $4.00K | 0.00% | +83 | New |
| Amalgamated Bank | 147 | $7.00K | 0.00% | +1+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 240 | $10.8K | 0.00% | +240 | New |
| California State Teachers Retirement System | 328 | $14.7K | 0.00% | −53−13.9% | Reduced |
| FMR LLC | 328 | $14.7K | 0.00% | +23+7.5% | Added |
| Ameritas Investment Partners, Inc. | 362 | $16.2K | 0.00% | +4+1.1% | Added |
| Legal & General Group Plc | 459 | $20.6K | 0.00% | +114+33.0% | Added |
| Stone House Investment Management, LLC | 647 | $29.1K | 0.01% | +6+0.9% | Added |
| Nisa Investment Advisors, LLC | 706 | $31.7K | 0.00% | +706 | New |
| Russell Investments Group, Ltd. | 714 | $32.1K | 0.00% | +714 | New |
| Citigroup Inc | 1,158 | $52.0K | 0.00% | +313+37.0% | Added |
| NBT Bank N A | 1,199 | $53.9K | 0.00% | +11+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,510 | $67.9K | 0.00% | +966+177.6% | Added |
| Barclays PLC | 1,534 | $68.9K | 0.00% | −1,085−41.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,649 | $74.1K | 0.00% | +1,649 | New |
| New York State Common Retirement Fund | 1,850 | $83.2K | 0.00% | +11+0.6% | Added |
| Wells Fargo & Company | 2,339 | $105.1K | 0.00% | +831+55.1% | Added |
| UBS Group AG | 2,426 | $109.0K | 0.00% | −1,369−36.1% | Reduced |
| Corebridge Financial, Inc. | 2,432 | $109.3K | 0.00% | +2,432 | New |
| JPMorgan Chase & Co | 2,617 | $117.6K | 0.00% | −4,084−60.9% | Reduced |
| MetLife Investment Management | 2,633 | $118.3K | 0.00% | +270+11.4% | Added |
| Royal Bank of Canada | 3,183 | $143.0K | 0.00% | +369+13.1% | Added |
| The PNC Financial Services Group, Inc. | 3,295 | $148.1K | 0.00% | +30+0.9% | Added |
| Bank of America Corp | 3,455 | $155.3K | 0.00% | +1,484+75.3% | Added |
| STRS Ohio | 3,700 | $166.3K | 0.00% | +3,700 | New |
| Goldman Sachs Group Inc | 5,148 | $231.4K | 0.00% | +5,148 | New |
| Rhumbline Advisers | 5,285 | $237.7K | 0.00% | +505+10.6% | Added |
| Dimensional Fund Advisors LP | 5,395 | $242.5K | 0.00% | −296−5.2% | Reduced |
| LPL Financial LLC | 5,672 | $254.9K | 0.00% | +67+1.2% | Added |
| Commonwealth Equity Services, LLC | 5,990 | $269.0K | 0.00% | −66−1.1% | Reduced |
| American Century Companies Inc | 7,450 | $334.8K | 0.00% | +34+0.5% | Added |
| Morgan Stanley | 7,614 | $342.2K | 0.00% | +556+7.9% | Added |
| Minerva Advisors LLC | 7,803 | $350.7K | 0.23% | +77+1.0% | Added |
| Nuveen Asset Management, LLC | 8,118 | $364.8K | 0.00% | +79+1.0% | Added |
| Weatherly Asset Management L. P. | 9,752 | $438.3K | 0.04% | +96+1.0% | Added |
| Great Lakes Advisors, LLC | 9,949 | $447.1K | 0.00% | +9,949 | New |
| Citadel Advisors LLC | 11,180 | $502.4K | 0.00% | +3,385+43.4% | Added |
| Fourthstone LLC | 13,493 | $606.4K | 0.19% | +13,493 | New |
| De Lisle Partners LLP | 15,202 | $686.4K | 0.15% | 00.0% | Unchanged |
| Invesco Ltd. | 16,916 | $760.2K | 0.00% | +4,421+35.4% | Added |
| Bank of New York Mellon Corp | 23,761 | $1.07M | 0.00% | +4,369+22.5% | Added |
| Northern Trust Corp | 35,018 | $1.57M | 0.00% | +61+0.2% | Added |
| Charles Schwab Investment Management Inc | 35,478 | $1.59M | 0.00% | +418+1.2% | Added |
| Hudock, Inc. | 41,028 | $1.84M | 0.34% | +627+1.6% | Added |
| State Street Corp | 70,482 | $3.17M | 0.00% | +1,415+2.0% | Added |
| Citizens & Northern Corp | 88,346 | $3.97M | 1.24% | −176−0.2% | Reduced |
| Geode Capital Management, LLC | 101,287 | $4.55M | 0.00% | +12,501+14.1% | Added |
| Vanguard Group Inc | 234,347 | $10.5M | 0.00% | +5,076+2.2% | Added |
| BlackRock Inc. | 305,588 | $13.7M | 0.00% | +34,693+12.8% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |