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 2026
Institutional positions in Citizens Financial Services Inc as of Mar 31, 2026. 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
- 87
- +5 vs. Q4 2025
- Shares held
- 1.40M
- +287.2K (+25.8%) vs. Q4 2025
- Total value
- $85.6M
- +$22.1M (+34.8%) vs. Q4 2025
- New holders
- 10
- 31 more added
- Sold out
- 5
- 27 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 331,294 | $20.3M | 0.00% | −4,612−1.4% | Reduced |
| Vanguard Capital Management LLC | 201,701 | $12.3M | 0.00% | +201,701 | New |
| Citizens & Northern Corp | 117,063 | $7.16M | 1.79% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 112,462 | $6.88M | 0.00% | +1,596+1.4% | Added |
| State Street Corp | 93,930 | $5.74M | 0.00% | −5,710−5.7% | Reduced |
| American Century Companies Inc | 44,186 | $2.70M | 0.00% | +16,296+58.4% | Added |
| Hudock, Inc. | 40,787 | $2.49M | 0.37% | +863+2.2% | Added |
| Charles Schwab Investment Management Inc | 37,616 | $2.30M | 0.00% | −1,397−3.6% | Reduced |
| Northern Trust Corp | 37,087 | $2.27M | 0.00% | +2,049+5.8% | Added |
| Vanguard Fiduciary Trust Co | 30,546 | $1.87M | 0.00% | +30,546 | New |
| Dimensional Fund Advisors LP | 28,590 | $1.75M | 0.00% | +4,115+16.8% | Added |
| Vanguard Portfolio Management LLC | 26,115 | $1.60M | 0.00% | +26,115 | New |
| Segall Bryant & Hamill, LLC | 20,701 | $1.27M | 0.02% | +4,553+28.2% | Added |
| De Lisle Partners LLP | 20,519 | $1.26M | 0.15% | +2,500+13.9% | Added |
| Marshall Wace, LLP | 18,175 | $1.11M | 0.00% | +10,779+145.7% | Added |
| Goldman Sachs Group Inc | 17,598 | $1.08M | 0.00% | +9,163+108.6% | Added |
| Cyndeo Wealth Partners, LLC | 16,293 | $996.3K | 0.05% | +108+0.7% | Added |
| Bank of New York Mellon Corp | 15,463 | $945.6K | 0.00% | −4,186−21.3% | Reduced |
| Quantinno Capital Management LP | 13,851 | $847.0K | 0.00% | +3,626+35.5% | Added |
| Morgan Stanley | 12,795 | $782.4K | 0.00% | +6,389+99.7% | Added |
| Lawood & Co | 10,726 | $655.9K | 0.61% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,308 | $630.3K | 0.00% | +10,308 | New |
| Trexquant Investment LP | 9,890 | $604.8K | 0.00% | −724−6.8% | Reduced |
| Great Lakes Advisors, LLC | 8,032 | $491.2K | 0.00% | −1,085−11.9% | Reduced |
| Bank of America Corp | 8,017 | $490.2K | 0.00% | +3,280+69.2% | Added |
| Millennium Management LLC | 7,752 | $474.0K | 0.00% | −5,454−41.3% | Reduced |
| Nuveen, LLC | 7,199 | $440.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,400 | $391.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,196 | $378.9K | 0.00% | +749+13.8% | Added |
| Wells Fargo & Company | 5,974 | $365.3K | 0.00% | −3,364−36.0% | Reduced |
| Bailard, Inc. | 5,645 | $345.2K | 0.01% | −1,600−22.1% | Reduced |
| Rhumbline Advisers | 5,531 | $338.6K | 0.00% | +45+0.8% | Added |
| Citadel Advisors LLC | 5,422 | $331.6K | 0.00% | −3,858−41.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,981 | $305.0K | 0.00% | +45+0.9% | Added |
| Bridgeway Capital Management, LLC | 4,952 | $302.8K | 0.01% | +1,005+25.5% | Added |
| Weatherly Asset Management L. P. | 4,924 | $301.1K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 4,782 | $292.4K | 0.00% | −191−3.8% | Reduced |
| AQR Capital Management LLC | 3,812 | $233.1K | 0.00% | +3,812 | New |
| Barclays PLC | 3,651 | $223.3K | 0.00% | −4,724−56.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,642 | $222.7K | 0.00% | −301−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,578 | $218.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,117 | $190.6K | 0.00% | +909+41.2% | Added |
| Deutsche Bank AG | 2,753 | $168.3K | 0.00% | −1,386−33.5% | Reduced |
| MetLife Investment Management | 2,658 | $162.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,199 | $134.5K | 0.00% | +137+6.6% | Added |
| Farther Finance Advisors, LLC | 1,943 | $120.8K | 0.00% | +398+25.8% | Added |
| JPMorgan Chase & Co | 1,890 | $115.3K | 0.00% | −1,125−37.3% | Reduced |
| New York State Common Retirement Fund | 1,868 | $114.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,793 | $109.6K | 0.00% | +1,793 | New |
| Police & Firemen's Retirement System of New Jersey | 1,448 | $88.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,341 | $82.0K | 0.00% | +1,144+580.7% | Added |
| BNP Paribas Arbitrage, SA | 1,330 | $81.3K | 0.00% | +106+8.7% | Added |
| NBT Bank N A | 1,210 | $74.0K | 0.00% | +1,153+2,022.8% | Added |
| Royal Bank of Canada | 1,018 | $62.0K | 0.00% | +571+127.7% | Added |
| MAI Capital Management | 944 | $57.7K | 0.00% | +2+0.2% | Added |
| Nisa Investment Advisors, LLC | 716 | $43.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 707 | $43.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 496 | $30.3K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 413 | $25.3K | 0.00% | −5−1.2% | Reduced |
| Russell Investments Group, Ltd. | 382 | $23.4K | 0.00% | −37−8.8% | Reduced |
| FMR LLC | 374 | $22.9K | 0.00% | +2+0.5% | Added |
| Ameritas Investment Partners, Inc. | 364 | $22.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 305 | $18.7K | 0.00% | +109+55.6% | Added |
| California State Teachers Retirement System | 245 | $15.0K | 0.00% | −34−12.2% | Reduced |
| Fifth Third Bancorp | 240 | $14.7K | 0.00% | +240 | New |
| CWM, LLC | 150 | $9.17K | 0.00% | −6−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 147 | $8.99K | 0.00% | −62−29.7% | Reduced |
| IFP Advisors, Inc | 147 | $8.99K | 0.00% | +145+7,250.0% | Added |
| Sterling Capital Management LLC | 140 | $8.56K | 0.00% | −103−42.4% | Reduced |
| GAMMA Investing LLC | 111 | $6.79K | 0.00% | −37−25.0% | Reduced |
| Versant Capital Management, Inc | 97 | $5.93K | 0.00% | +41+73.2% | Added |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70 | $4.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 57 | $3.49K | 0.00% | −1−1.7% | Reduced |
| UBS Asset Management Americas Inc | 55 | $3.36K | 0.00% | +55 | New |
| Optiver Holding B.V. | 48 | $2.94K | 0.00% | −32−40.0% | Reduced |
| Bare Financial Services, Inc | 38 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $1.96K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $1.59K | 0.00% | −180−87.4% | Reduced |
| Allworth Financial LP | 23 | $1.41K | 0.00% | +23 | New |
| Essential Partners LLC | 17 | $1.04K | 0.00% | −16−48.5% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Smartleaf Asset Management LLC | 11 | $698 | 0.00% | −21−65.6% | Reduced |
| Rothschild Investment LLC | 4 | $245 | 0.00% | +2+100.0% | Added |
| Sunbelt Securities, Inc. | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $122 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Minerva Advisors LLC | 0 | $0 | 0.00% | −7,881−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |