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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, Q3 2024

Institutional positions in Citizens Financial Services Inc as of Sep 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
58
+3 vs. Q2 2024
Shares held
1.14M
+336.6K (+41.9%) vs. Q2 2024
Total value
$67.0M
+$30.9M (+85.4%) vs. Q2 2024
New holders
7
25 more added
Sold out
4
15 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 58 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 heldQ3 2024: $67.4M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q2 2024.

Institutions holding CZFS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.318,343$18.7M0.00%+318,343New
Vanguard Group Inc238,583$14.0M0.00%+4,236+1.8%Added
Geode Capital Management, LLC102,399$6.02M0.00%+1,112+1.1%Added
Citizens & Northern Corp89,229$5.24M1.57%+883+1.0%Added
State Street Corp72,070$4.23M0.00%+1,588+2.3%Added
Hudock, Inc.41,116$2.42M0.42%+88+0.2%Added
Northern Trust Corp39,698$2.33M0.00%+4,680+13.4%Added
Charles Schwab Investment Management Inc34,607$2.03M0.00%−871−2.5%Reduced
Bank of New York Mellon Corp19,960$1.17M0.00%−3,801−16.0%Reduced
De Lisle Partners LLP15,354$896.7K0.15%+152+1.0%Added
Morgan Stanley14,695$863.3K0.00%+7,081+93.0%Added
Great Lakes Advisors, LLC10,961$644.0K0.01%+1,012+10.2%Added
Goldman Sachs Group Inc10,875$638.9K0.00%+5,727+111.2%Added
Weatherly Asset Management L. P.9,752$572.9K0.05%00.0%Unchanged
Invesco Ltd.9,242$543.0K0.00%−7,674−45.4%Reduced
American Century Companies Inc8,956$526.2K0.00%+1,506+20.2%Added
Citadel Advisors LLC8,866$520.9K0.00%−2,314−20.7%Reduced
Nuveen Asset Management, LLC8,118$476.9K0.00%00.0%Unchanged
Minerva Advisors LLC7,803$458.4K0.27%00.0%Unchanged
JPMorgan Chase & Co7,272$427.2K0.00%+4,655+177.9%Added
WSFS Capital Management, LLC6,517$382.9K0.02%+6,517New
Barclays PLC5,924$348.0K0.00%+4,390+286.2%Added
Dimensional Fund Advisors LP5,894$346.3K0.00%+499+9.2%Added
Rhumbline Advisers5,375$316.0K0.00%+90+1.7%Added
STRS Ohio5,100$299.6K0.00%+1,400+37.8%Added
Commonwealth Equity Services, LLC4,017$236.0K0.00%−1,973−32.9%Reduced
Bridgeway Capital Management, LLC3,909$229.7K0.00%+3,909New
Citigroup Inc3,527$207.2K0.00%+2,369+204.6%Added
Bank of America Corp3,520$206.8K0.00%+65+1.9%Added
The PNC Financial Services Group, Inc.3,295$193.6K0.00%00.0%Unchanged
Royal Bank of Canada3,224$189.0K0.00%+41+1.3%Added
MetLife Investment Management2,633$154.7K0.00%00.0%Unchanged
Deutsche Bank AG2,571$151.0K0.00%+2,547+10,612.5%Added
Mirae Asset Global ETFs Holdings Ltd.2,524$148.3K0.00%+875+53.1%Added
Wells Fargo & Company2,417$142.0K0.00%+78+3.3%Added
Corebridge Financial, Inc.2,415$141.9K0.00%−17−0.7%Reduced
UBS Group AG2,298$135.0K0.00%−128−5.3%Reduced
New York State Common Retirement Fund1,850$108.7K0.00%00.0%Unchanged
NBT Bank N A1,199$70.4K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC709$41.7K0.00%+3+0.4%Added
Stone House Investment Management, LLC646$38.0K0.01%−1−0.2%Reduced
Baldwin Brothers Inc617$36.2K0.00%+617New
Legal & General Group Plc442$26.0K0.00%−17−3.7%Reduced
FMR LLC435$25.6K0.00%+107+32.6%Added
Ameritas Investment Partners, Inc.361$21.2K0.00%−1−0.3%Reduced
California State Teachers Retirement System327$19.2K0.00%−1−0.3%Reduced
Tower Research Capital LLC (TRC)213$12.5K0.00%−1,297−85.9%Reduced
Allworth Financial LP204$12.0K0.00%+204New
Amalgamated Bank147$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC83$5.00K0.00%00.0%Unchanged
GAMMA Investing LLC41$2.41K0.00%−37−47.4%Reduced
Capital Performance Advisors LLP36$2.12K0.00%+36New
CWM, LLC33$2.00K0.00%+27+450.0%Added
Fortitude Family Office, LLC32$1.88K0.00%00.0%Unchanged
Russell Investments Group, Ltd.20$1.18K0.00%−694−97.2%Reduced
Covestor Ltd10$1.00K0.00%−3−23.1%Reduced
Sterling Capital Management LLC14$8230.00%+14New
Creekmur Asset Management LLC8$4700.00%00.0%Unchanged
Fourthstone LLC0$00.00%−13,493−100.0%Sold out
LPL Financial LLC0$00.00%−5,672−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−240−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−50−100.0%Sold out
BlackRock Inc.––––Not filed