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 2025
Institutional positions in Citizens Financial Services Inc as of Jun 30, 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
- 72
- +3 vs. Q1 2025
- Shares held
- 1.28M
- −716.5K (−35.9%) vs. Q1 2025
- Total value
- $75.2M
- −$27.9M (−27.1%) vs. Q1 2025
- New holders
- 10
- 46 more added
- Sold out
- 7
- 11 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $59 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $117 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $235 | 0.00% | 0 | New |
| Versant Capital Management, Inc | 5 | $294 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 10 | $587 | 0.00% | +10 | New |
| Covestor Ltd | 13 | $1.00K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 32 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 45 | $2.64K | 0.00% | +45 | New |
| CWM, LLC | 92 | $5.00K | 0.00% | +5+5.7% | Added |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $5.81K | 0.00% | +69+230.0% | Added |
| Sterling Capital Management LLC | 115 | $6.75K | 0.00% | +41+55.4% | Added |
| Amalgamated Bank | 148 | $9.00K | 0.00% | +1+0.7% | Added |
| Brown Brothers Harriman & Co | 206 | $12.1K | 0.00% | +2+1.0% | Added |
| EverSource Wealth Advisors, LLC | 279 | $16.4K | 0.00% | +276+9,200.0% | Added |
| California State Teachers Retirement System | 330 | $19.4K | 0.00% | +3+0.9% | Added |
| Ameritas Investment Partners, Inc. | 364 | $21.4K | 0.00% | +3+0.8% | Added |
| Legal & General Group Plc | 418 | $24.5K | 0.00% | +38+10.0% | Added |
| FMR LLC | 420 | $24.7K | 0.00% | −11−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 658 | $38.6K | 0.00% | +186+39.4% | Added |
| Federation des caisses Desjardins du Quebec | 707 | $41.5K | 0.00% | +7+1.0% | Added |
| Nisa Investment Advisors, LLC | 716 | $42.0K | 0.00% | +7+1.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 917 | $53.8K | 0.00% | +9+1.0% | Added |
| MAI Capital Management | 943 | $55.4K | 0.00% | +9+1.0% | Added |
| GAMMA Investing LLC | 1,170 | $68.7K | 0.00% | +757+183.3% | Added |
| Stone House Investment Management, LLC | 1,176 | $69.0K | 0.01% | +530+82.0% | Added |
| NBT Bank N A | 1,210 | $71.1K | 0.00% | +11+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,332 | $78.2K | 0.00% | +1,123+537.3% | Added |
| New York State Common Retirement Fund | 1,869 | $109.7K | 0.00% | +19+1.0% | Added |
| Raymond James Financial Inc | 2,106 | $123.6K | 0.00% | +2,106 | New |
| Citigroup Inc | 2,113 | $124.1K | 0.00% | −1,555−42.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,481 | $145.7K | 0.00% | −197−7.4% | Reduced |
| MetLife Investment Management | 2,658 | $156.1K | 0.00% | +25+0.9% | Added |
| Royal Bank of Canada | 3,141 | $184.0K | 0.00% | +90+2.9% | Added |
| Deutsche Bank AG | 3,252 | $191.0K | 0.00% | −965−22.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,595 | $211.1K | 0.00% | −18−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 3,948 | $231.8K | 0.01% | +39+1.0% | Added |
| JPMorgan Chase & Co | 4,081 | $239.6K | 0.00% | −3,969−49.3% | Reduced |
| Commonwealth Equity Services, LLC | 4,151 | $244.0K | 0.00% | +148+3.7% | Added |
| Quantinno Capital Management LP | 4,189 | $246.0K | 0.00% | +4,189 | New |
| UBS Group AG | 4,757 | $279.3K | 0.00% | +115+2.5% | Added |
| Bank of America Corp | 4,780 | $280.7K | 0.00% | +1,328+38.5% | Added |
| Susquehanna International Group, LLP | 5,428 | $318.7K | 0.00% | −1,022−15.8% | Reduced |
| STRS Ohio | 5,500 | $323.0K | 0.00% | +400+7.8% | Added |
| Jane Street Group, LLC | 5,880 | $345.3K | 0.00% | +1,589+37.0% | Added |
| WSFS Capital Management, LLC | 6,305 | $370.2K | 0.02% | +783+14.2% | Added |
| Rhumbline Advisers | 6,604 | $388.2K | 0.00% | +1,337+25.4% | Added |
| Wells Fargo & Company | 7,146 | $419.6K | 0.00% | +257+3.7% | Added |
| Nuveen, LLC | 7,199 | $422.7K | 0.00% | −752,098−99.1% | Reduced |
| Invesco Ltd. | 7,473 | $438.8K | 0.00% | −760−9.2% | Reduced |
| Barclays PLC | 7,500 | $440.4K | 0.00% | +2,831+60.6% | Added |
| Minerva Advisors LLC | 7,881 | $462.8K | 0.30% | +78+1.0% | Added |
| Morgan Stanley | 9,216 | $541.2K | 0.00% | +558+6.4% | Added |
| Weatherly Asset Management L. P. | 9,850 | $578.4K | 0.05% | +98+1.0% | Added |
| Great Lakes Advisors, LLC | 10,935 | $642.1K | 0.01% | +6+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 11,965 | $702.6K | 0.00% | +11,965 | New |
| Bank of New York Mellon Corp | 13,553 | $795.8K | 0.00% | +641+5.0% | Added |
| De Lisle Partners LLP | 16,936 | $999.4K | 0.14% | +882+5.5% | Added |
| Dimensional Fund Advisors LP | 22,923 | $1.35M | 0.00% | +5,623+32.5% | Added |
| Segall Bryant & Hamill, LLC | 27,534 | $1.62M | 0.02% | +16,149+141.8% | Added |
| American Century Companies Inc | 28,344 | $1.66M | 0.00% | +400+1.4% | Added |
| Charles Schwab Investment Management Inc | 37,323 | $2.19M | 0.00% | +969+2.7% | Added |
| Northern Trust Corp | 37,853 | $2.22M | 0.00% | −1,613−4.1% | Reduced |
| Hudock, Inc. | 41,118 | $2.41M | 0.39% | +492+1.2% | Added |
| State Street Corp | 99,484 | $5.84M | 0.00% | +7,577+8.2% | Added |
| Geode Capital Management, LLC | 106,338 | $6.25M | 0.00% | +1,681+1.6% | Added |
| Citizens & Northern Corp | 117,081 | $6.88M | 1.84% | +1,159+1.0% | Added |
| Vanguard Group Inc | 244,748 | $14.4M | 0.00% | +5,837+2.4% | Added |
| BlackRock, Inc. | 319,862 | $18.8M | 0.00% | −5,838−1.8% | Reduced |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,129−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |