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 2025
Institutional positions in Citizens Financial Services Inc as of Sep 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
- 79
- +7 vs. Q2 2025
- Shares held
- 1.30M
- +16.9K (+1.3%) vs. Q2 2025
- Total value
- $78.3M
- +$3.08M (+4.1%) vs. Q2 2025
- New holders
- 12
- 25 more added
- Sold out
- 5
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $60 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $61 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $121 | 0.00% | +2 | Added |
| Sunbelt Securities, Inc. | 2 | $121 | 0.00% | +2 | New |
| Covestor Ltd | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| Essential Partners LLC | 28 | $1.69K | 0.00% | +26+1,300.0% | Added |
| Fortitude Family Office, LLC | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.29K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70 | $4.23K | 0.00% | +25+55.6% | Added |
| Optiver Holding B.V. | 80 | $4.82K | 0.00% | +80 | New |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 132 | $8.00K | 0.00% | +40+43.5% | Added |
| Amalgamated Bank | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 191 | $11.5K | 0.00% | +92+92.9% | Added |
| Brown Brothers Harriman & Co | 206 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 221 | $13.3K | 0.00% | −1,111−83.4% | Reduced |
| Royal Bank of Canada | 231 | $14.0K | 0.00% | −2,910−92.6% | Reduced |
| EverSource Wealth Advisors, LLC | 239 | $14.4K | 0.00% | −40−14.3% | Reduced |
| Sterling Capital Management LLC | 289 | $17.4K | 0.00% | +174+151.3% | Added |
| California State Teachers Retirement System | 331 | $20.0K | 0.00% | +1+0.3% | Added |
| Citigroup Inc | 332 | $20.0K | 0.00% | −1,781−84.3% | Reduced |
| Ameritas Investment Partners, Inc. | 364 | $21.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 369 | $22.2K | 0.00% | −51−12.1% | Reduced |
| Legal & General Group Plc | 418 | $25.2K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 652 | $39.3K | 0.01% | −524−44.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 707 | $42.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 716 | $43.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 941 | $56.7K | 0.00% | −2−0.2% | Reduced |
| GAMMA Investing LLC | 1,021 | $61.5K | 0.00% | −149−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,103 | $66.5K | 0.00% | +445+67.6% | Added |
| NBT Bank N A | 60 | $72.9K | 0.00% | −1,150−95.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,448 | $87.3K | 0.00% | +531+57.9% | Added |
| Russell Investments Group, Ltd. | 1,463 | $88.2K | 0.00% | +1,419+3,225.0% | Added |
| Farther Finance Advisors, LLC | 1,463 | $88.2K | 0.00% | +1,453+14,530.0% | Added |
| New York State Common Retirement Fund | 1,868 | $112.6K | 0.00% | −1−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,106 | $127.0K | 0.00% | −375−15.1% | Reduced |
| MetLife Investment Management | 2,658 | $160.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,885 | $173.9K | 0.00% | −1,895−39.6% | Reduced |
| Goldman Sachs Group Inc | 3,475 | $209.5K | 0.00% | +3,475 | New |
| The PNC Financial Services Group, Inc. | 3,595 | $216.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,600 | $217.0K | 0.00% | +3,600 | New |
| UBS Group AG | 3,677 | $221.7K | 0.00% | −1,080−22.7% | Reduced |
| Quadrature Capital Ltd | 3,868 | $234.3K | 0.00% | +3,868 | New |
| Bridgeway Capital Management, LLC | 3,947 | $237.9K | 0.01% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,076 | $246.0K | 0.00% | +4,076 | New |
| Commonwealth Equity Services, LLC | 4,125 | $249.0K | 0.00% | −26−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,360 | $262.8K | 0.00% | +4,360 | New |
| Deutsche Bank AG | 4,525 | $272.8K | 0.00% | +1,273+39.1% | Added |
| JPMorgan Chase & Co | 4,591 | $276.7K | 0.00% | +510+12.5% | Added |
| Weatherly Asset Management L. P. | 4,924 | $296.8K | 0.02% | −4,926−50.0% | Reduced |
| Quantinno Capital Management LP | 4,966 | $299.4K | 0.00% | +777+18.5% | Added |
| Citadel Advisors LLC | 4,996 | $301.2K | 0.00% | +4,996 | New |
| STRS Ohio | 5,500 | $331.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,531 | $333.4K | 0.00% | −3,685−40.0% | Reduced |
| Millennium Management LLC | 6,048 | $364.6K | 0.00% | +6,048 | New |
| Trexquant Investment LP | 6,182 | $372.7K | 0.00% | +6,182 | New |
| Invesco Ltd. | 6,439 | $388.1K | 0.00% | −1,034−13.8% | Reduced |
| Rhumbline Advisers | 6,444 | $388.8K | 0.00% | −160−2.4% | Reduced |
| Nuveen, LLC | 7,199 | $434.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,220 | $435.2K | 0.00% | −280−3.7% | Reduced |
| Wells Fargo & Company | 7,677 | $462.8K | 0.00% | +531+7.4% | Added |
| Minerva Advisors LLC | 7,881 | $475.1K | 0.30% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,687 | $523.7K | 0.00% | +2,807+47.7% | Added |
| O'Shaughnessy Asset Management, LLC | 8,809 | $531.0K | 0.00% | −3,156−26.4% | Reduced |
| Great Lakes Advisors, LLC | 10,237 | $617.1K | 0.01% | −698−6.4% | Reduced |
| Bank of New York Mellon Corp | 14,049 | $846.9K | 0.00% | +496+3.7% | Added |
| De Lisle Partners LLP | 18,019 | $1.09M | 0.13% | +1,083+6.4% | Added |
| Dimensional Fund Advisors LP | 24,419 | $1.47M | 0.00% | +1,496+6.5% | Added |
| Segall Bryant & Hamill, LLC | 27,288 | $1.64M | 0.02% | −246−0.9% | Reduced |
| American Century Companies Inc | 27,908 | $1.68M | 0.00% | −436−1.5% | Reduced |
| Northern Trust Corp | 37,531 | $2.26M | 0.00% | −322−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 39,032 | $2.35M | 0.00% | +1,709+4.6% | Added |
| Hudock, Inc. | 40,273 | $2.43M | 0.37% | −845−2.1% | Reduced |
| State Street Corp | 99,746 | $6.01M | 0.00% | +262+0.3% | Added |
| Geode Capital Management, LLC | 109,476 | $6.60M | 0.00% | +3,138+3.0% | Added |
| Citizens & Northern Corp | 117,081 | $7.06M | 1.75% | 00.0% | Unchanged |
| Vanguard Group Inc | 246,735 | $14.9M | 0.00% | +1,987+0.8% | Added |
| BlackRock, Inc. | 320,509 | $19.3M | 0.00% | +647+0.2% | Added |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |