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, Q4 2025
Institutional positions in Citizens Financial Services Inc as of Dec 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
- 83
- +4 vs. Q3 2025
- Shares held
- 1.37M
- +67.9K (+5.2%) vs. Q3 2025
- Total value
- $77.9M
- −$371.4K (−0.5%) vs. Q3 2025
- New holders
- 8
- 24 more added
- Sold out
- 4
- 30 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −11−68.8% | Reduced |
| True Wealth Design, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $114 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $114 | 0.00% | +2 | New |
| GWM Advisors LLC | 10 | $575 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 32 | $1.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $1.83K | 0.00% | +32 | New |
| Essential Partners LLC | 33 | $1.88K | 0.00% | +5+17.9% | Added |
| Bare Financial Services, Inc | 38 | $2.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $3.19K | 0.00% | +56 | New |
| SRS Capital Advisors, Inc. | 58 | $3.31K | 0.00% | −133−69.6% | Reduced |
| Advisor Group Holdings, Inc. | 70 | $4.01K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 80 | $4.56K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 142 | $8.00K | 0.00% | −6−4.1% | Reduced |
| GAMMA Investing LLC | 148 | $8.44K | 0.00% | −873−85.5% | Reduced |
| CWM, LLC | 156 | $9.00K | 0.00% | +24+18.2% | Added |
| Citigroup Inc | 196 | $11.2K | 0.00% | −136−41.0% | Reduced |
| Tower Research Capital LLC (TRC) | 197 | $11.2K | 0.00% | −24−10.9% | Reduced |
| Brown Brothers Harriman & Co | 206 | $11.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 209 | $11.9K | 0.00% | −30−12.6% | Reduced |
| Sterling Capital Management LLC | 243 | $13.9K | 0.00% | −46−15.9% | Reduced |
| California State Teachers Retirement System | 279 | $15.9K | 0.00% | −52−15.7% | Reduced |
| Ameritas Investment Partners, Inc. | 364 | $20.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 372 | $21.2K | 0.00% | +3+0.8% | Added |
| Legal & General Group Plc | 418 | $23.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 419 | $23.9K | 0.00% | −1,044−71.4% | Reduced |
| Royal Bank of Canada | 447 | $25.0K | 0.00% | +216+93.5% | Added |
| Stone House Investment Management, LLC | 496 | $28.3K | 0.00% | −156−23.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 707 | $40.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 716 | $40.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 942 | $53.7K | 0.00% | +1+0.1% | Added |
| NBT Bank N A | 57 | $69.0K | 0.00% | −3−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,224 | $69.8K | 0.00% | +121+11.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,448 | $82.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,545 | $88.1K | 0.00% | +82+5.6% | Added |
| New York State Common Retirement Fund | 1,868 | $106.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,062 | $117.6K | 0.00% | −44−2.1% | Reduced |
| UBS Group AG | 2,208 | $125.9K | 0.00% | −1,469−40.0% | Reduced |
| MetLife Investment Management | 2,658 | $151.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,015 | $171.9K | 0.00% | −1,576−34.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,578 | $204.0K | 0.00% | −17−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 3,943 | $224.8K | 0.00% | −182−4.4% | Reduced |
| Bridgeway Capital Management, LLC | 3,947 | $225.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,974 | $226.6K | 0.00% | −4,713−54.3% | Reduced |
| Deutsche Bank AG | 4,139 | $236.0K | 0.00% | −386−8.5% | Reduced |
| Bank of America Corp | 4,737 | $270.1K | 0.00% | +1,852+64.2% | Added |
| Weatherly Asset Management L. P. | 4,924 | $280.8K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,936 | $281.0K | 0.00% | +860+21.1% | Added |
| Invesco Ltd. | 4,973 | $283.6K | 0.00% | −1,466−22.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,447 | $310.6K | 0.00% | +1,087+24.9% | Added |
| Rhumbline Advisers | 5,486 | $313.1K | 0.00% | −958−14.9% | Reduced |
| STRS Ohio | 6,400 | $364.9K | 0.00% | +900+16.4% | Added |
| Morgan Stanley | 6,406 | $365.3K | 0.00% | +875+15.8% | Added |
| O'Shaughnessy Asset Management, LLC | 7,057 | $402.4K | 0.00% | −1,752−19.9% | Reduced |
| Nuveen, LLC | 7,199 | $410.5K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 7,245 | $413.1K | 0.01% | +7,245 | New |
| Marshall Wace, LLP | 7,396 | $421.7K | 0.00% | +7,396 | New |
| Minerva Advisors LLC | 7,881 | $449.4K | 0.30% | 00.0% | Unchanged |
| Barclays PLC | 8,375 | $477.5K | 0.00% | +1,155+16.0% | Added |
| Goldman Sachs Group Inc | 8,435 | $481.0K | 0.00% | +4,960+142.7% | Added |
| Great Lakes Advisors, LLC | 9,117 | $519.9K | 0.00% | −1,120−10.9% | Reduced |
| Citadel Advisors LLC | 9,280 | $529.1K | 0.00% | +4,284+85.7% | Added |
| Wells Fargo & Company | 9,338 | $532.5K | 0.00% | +1,661+21.6% | Added |
| Quantinno Capital Management LP | 10,225 | $583.0K | 0.00% | +5,259+105.9% | Added |
| Trexquant Investment LP | 10,614 | $605.2K | 0.01% | +4,432+71.7% | Added |
| Lawood & Co | 10,726 | $611.6K | 0.58% | +10,726 | New |
| Millennium Management LLC | 13,206 | $753.0K | 0.00% | +7,158+118.4% | Added |
| Segall Bryant & Hamill, LLC | 16,148 | $920.8K | 0.01% | −11,140−40.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,185 | $922.9K | 0.05% | +16,185 | New |
| De Lisle Partners LLP | 18,019 | $1.02M | 0.13% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,649 | $1.12M | 0.00% | +5,600+39.9% | Added |
| Dimensional Fund Advisors LP | 24,475 | $1.40M | 0.00% | +56+0.2% | Added |
| American Century Companies Inc | 27,890 | $1.59M | 0.00% | −18−0.1% | Reduced |
| Northern Trust Corp | 35,038 | $2.00M | 0.00% | −2,493−6.6% | Reduced |
| Charles Schwab Investment Management Inc | 39,013 | $2.22M | 0.00% | −190.0% | Reduced |
| Hudock, Inc. | 39,924 | $2.28M | 0.34% | −349−0.9% | Reduced |
| State Street Corp | 99,640 | $5.68M | 0.00% | −106−0.1% | Reduced |
| Geode Capital Management, LLC | 110,866 | $6.32M | 0.00% | +1,390+1.3% | Added |
| Citizens & Northern Corp | 117,063 | $6.67M | 1.65% | −180.0% | Reduced |
| Vanguard Group Inc | 253,399 | $14.4M | 0.00% | +6,664+2.7% | Added |
| BlackRock, Inc. | 335,906 | $19.2M | 0.00% | +15,397+4.8% | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |