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 2025
Institutional positions in Citizens Financial Services Inc as of Mar 31, 2025. 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
- 69
- +4 vs. Q4 2024
- Shares held
- 2.00M
- +766.1K (+62.2%) vs. Q4 2024
- Total value
- $103.1M
- +$25.2M (+32.3%) vs. Q4 2024
- New holders
- 12
- 16 more added
- Sold out
- 8
- 23 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $59 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 3 | $174 | 0.00% | +3 | New |
| Rise Advisors, LLC | 16 | $929 | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 30 | $1.74K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.21K | 0.00% | +38 | New |
| Russell Investments Group, Ltd. | 44 | $2.55K | 0.00% | −72−62.1% | Reduced |
| Sterling Capital Management LLC | 74 | $4.30K | 0.00% | −63−46.0% | Reduced |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 87 | $5.00K | 0.00% | +46+112.2% | Added |
| Amalgamated Bank | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 204 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 209 | $12.1K | 0.00% | −633−75.2% | Reduced |
| Coldstream Capital Management Inc | 218 | $12.7K | 0.00% | +218 | New |
| California State Teachers Retirement System | 327 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 361 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 380 | $22.1K | 0.00% | −62−14.0% | Reduced |
| GAMMA Investing LLC | 413 | $24.0K | 0.00% | +353+588.3% | Added |
| FMR LLC | 431 | $25.0K | 0.00% | −63−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 472 | $27.4K | 0.00% | −73−13.4% | Reduced |
| Stone House Investment Management, LLC | 646 | $37.5K | 0.01% | +646 | New |
| Federation des caisses Desjardins du Quebec | 700 | $40.6K | 0.00% | +700 | New |
| Nisa Investment Advisors, LLC | 709 | $41.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 734 | $42.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 908 | $52.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 934 | $54.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,199 | $69.6K | 0.01% | +1,199 | New |
| New York State Common Retirement Fund | 1,850 | $107.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 2,213 | $128.5K | 0.00% | −32−1.4% | Reduced |
| MetLife Investment Management | 2,633 | $152.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,678 | $155.5K | 0.00% | +78+3.0% | Added |
| Royal Bank of Canada | 3,051 | $177.0K | 0.00% | −407−11.8% | Reduced |
| Bank of America Corp | 3,452 | $200.4K | 0.00% | −1,666−32.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,613 | $209.7K | 0.00% | +318+9.7% | Added |
| Citigroup Inc | 3,668 | $212.9K | 0.00% | −370−9.2% | Reduced |
| Bridgeway Capital Management, LLC | 3,909 | $226.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,003 | $232.0K | 0.00% | +5+0.1% | Added |
| Deutsche Bank AG | 4,217 | $244.8K | 0.00% | −617−12.8% | Reduced |
| Jane Street Group, LLC | 4,291 | $249.1K | 0.00% | +4,291 | New |
| PDT Partners, LLC | 4,314 | $250.4K | 0.02% | +1,092+33.9% | Added |
| UBS Group AG | 4,642 | $269.5K | 0.00% | +1,238+36.4% | Added |
| Barclays PLC | 4,669 | $271.0K | 0.00% | −2,153−31.6% | Reduced |
| STRS Ohio | 5,100 | $296.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,267 | $305.9K | 0.00% | −265−4.8% | Reduced |
| WSFS Capital Management, LLC | 5,522 | $320.6K | 0.02% | −995−15.3% | Reduced |
| Trexquant Investment LP | 6,129 | $355.8K | 0.00% | +789+14.8% | Added |
| Susquehanna International Group, LLP | 6,450 | $374.4K | 0.00% | +3,143+95.0% | Added |
| Wells Fargo & Company | 6,889 | $399.9K | 0.00% | +59+0.9% | Added |
| Goldman Sachs Group Inc | 7,393 | $429.2K | 0.00% | −6,627−47.3% | Reduced |
| Minerva Advisors LLC | 7,803 | $453.0K | 0.32% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,050 | $467.3K | 0.00% | −8,526−51.4% | Reduced |
| Invesco Ltd. | 8,233 | $477.9K | 0.00% | −1,132−12.1% | Reduced |
| Morgan Stanley | 8,658 | $502.6K | 0.00% | −4,471−34.1% | Reduced |
| Weatherly Asset Management L. P. | 9,752 | $566.1K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 10,929 | $634.4K | 0.01% | −37−0.3% | Reduced |
| Segall Bryant & Hamill, LLC | 11,385 | $660.9K | 0.01% | +11,385 | New |
| Bank of New York Mellon Corp | 12,912 | $749.5K | 0.00% | −614−4.5% | Reduced |
| De Lisle Partners LLP | 16,054 | $937.3K | 0.16% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 17,300 | $1.00M | 0.00% | +5,566+47.4% | Added |
| American Century Companies Inc | 27,944 | $1.62M | 0.00% | +5,707+25.7% | Added |
| Charles Schwab Investment Management Inc | 36,354 | $2.11M | 0.00% | −111−0.3% | Reduced |
| Northern Trust Corp | 39,466 | $2.29M | 0.00% | −1,038−2.6% | Reduced |
| Hudock, Inc. | 40,626 | $2.36M | 0.41% | +84+0.2% | Added |
| State Street Corp | 91,907 | $5.34M | 0.00% | +2,729+3.1% | Added |
| Geode Capital Management, LLC | 104,657 | $6.08M | 0.00% | +2,002+2.0% | Added |
| Citizens & Northern Corp | 115,922 | $6.73M | 1.90% | 00.0% | Unchanged |
| Vanguard Group Inc | 238,911 | $13.9M | 0.00% | −153−0.1% | Reduced |
| BlackRock, Inc. | 325,700 | $18.9M | 0.00% | +2,321+0.7% | Added |
| Nuveen, LLC | 759,297 | $31.2M | 0.01% | +759,297 | New |
| Covestor Ltd | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |