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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 8 | $470 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14 | $823 | 0.00% | +14 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | −3−23.1% | Reduced |
| Russell Investments Group, Ltd. | 20 | $1.18K | 0.00% | −694−97.2% | Reduced |
| Fortitude Family Office, LLC | 32 | $1.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $2.00K | 0.00% | +27+450.0% | Added |
| Capital Performance Advisors LLP | 36 | $2.12K | 0.00% | +36 | New |
| GAMMA Investing LLC | 41 | $2.41K | 0.00% | −37−47.4% | Reduced |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 204 | $12.0K | 0.00% | +204 | New |
| Tower Research Capital LLC (TRC) | 213 | $12.5K | 0.00% | −1,297−85.9% | Reduced |
| California State Teachers Retirement System | 327 | $19.2K | 0.00% | −1−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 361 | $21.2K | 0.00% | −1−0.3% | Reduced |
| FMR LLC | 435 | $25.6K | 0.00% | +107+32.6% | Added |
| Legal & General Group Plc | 442 | $26.0K | 0.00% | −17−3.7% | Reduced |
| Baldwin Brothers Inc | 617 | $36.2K | 0.00% | +617 | New |
| Stone House Investment Management, LLC | 646 | $38.0K | 0.01% | −1−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 709 | $41.7K | 0.00% | +3+0.4% | Added |
| NBT Bank N A | 1,199 | $70.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,850 | $108.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,298 | $135.0K | 0.00% | −128−5.3% | Reduced |
| Corebridge Financial, Inc. | 2,415 | $141.9K | 0.00% | −17−0.7% | Reduced |
| Wells Fargo & Company | 2,417 | $142.0K | 0.00% | +78+3.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,524 | $148.3K | 0.00% | +875+53.1% | Added |
| Deutsche Bank AG | 2,571 | $151.0K | 0.00% | +2,547+10,612.5% | Added |
| MetLife Investment Management | 2,633 | $154.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,224 | $189.0K | 0.00% | +41+1.3% | Added |
| The PNC Financial Services Group, Inc. | 3,295 | $193.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,520 | $206.8K | 0.00% | +65+1.9% | Added |
| Citigroup Inc | 3,527 | $207.2K | 0.00% | +2,369+204.6% | Added |
| Bridgeway Capital Management, LLC | 3,909 | $229.7K | 0.00% | +3,909 | New |
| Commonwealth Equity Services, LLC | 4,017 | $236.0K | 0.00% | −1,973−32.9% | Reduced |
| STRS Ohio | 5,100 | $299.6K | 0.00% | +1,400+37.8% | Added |
| Rhumbline Advisers | 5,375 | $316.0K | 0.00% | +90+1.7% | Added |
| Dimensional Fund Advisors LP | 5,894 | $346.3K | 0.00% | +499+9.2% | Added |
| Barclays PLC | 5,924 | $348.0K | 0.00% | +4,390+286.2% | Added |
| WSFS Capital Management, LLC | 6,517 | $382.9K | 0.02% | +6,517 | New |
| JPMorgan Chase & Co | 7,272 | $427.2K | 0.00% | +4,655+177.9% | Added |
| Minerva Advisors LLC | 7,803 | $458.4K | 0.27% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,118 | $476.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,866 | $520.9K | 0.00% | −2,314−20.7% | Reduced |
| American Century Companies Inc | 8,956 | $526.2K | 0.00% | +1,506+20.2% | Added |
| Invesco Ltd. | 9,242 | $543.0K | 0.00% | −7,674−45.4% | Reduced |
| Weatherly Asset Management L. P. | 9,752 | $572.9K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,875 | $638.9K | 0.00% | +5,727+111.2% | Added |
| Great Lakes Advisors, LLC | 10,961 | $644.0K | 0.01% | +1,012+10.2% | Added |
| Morgan Stanley | 14,695 | $863.3K | 0.00% | +7,081+93.0% | Added |
| De Lisle Partners LLP | 15,354 | $896.7K | 0.15% | +152+1.0% | Added |
| Bank of New York Mellon Corp | 19,960 | $1.17M | 0.00% | −3,801−16.0% | Reduced |
| Charles Schwab Investment Management Inc | 34,607 | $2.03M | 0.00% | −871−2.5% | Reduced |
| Northern Trust Corp | 39,698 | $2.33M | 0.00% | +4,680+13.4% | Added |
| Hudock, Inc. | 41,116 | $2.42M | 0.42% | +88+0.2% | Added |
| State Street Corp | 72,070 | $4.23M | 0.00% | +1,588+2.3% | Added |
| Citizens & Northern Corp | 89,229 | $5.24M | 1.57% | +883+1.0% | Added |
| Geode Capital Management, LLC | 102,399 | $6.02M | 0.00% | +1,112+1.1% | Added |
| Vanguard Group Inc | 238,583 | $14.0M | 0.00% | +4,236+1.8% | Added |
| BlackRock, Inc. | 318,343 | $18.7M | 0.00% | +318,343 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,493−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |