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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $122 | 0.00% | +2 | New |
| Rothschild Investment LLC | 4 | $245 | 0.00% | +2+100.0% | Added |
| Smartleaf Asset Management LLC | 11 | $698 | 0.00% | −21−65.6% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Essential Partners LLC | 17 | $1.04K | 0.00% | −16−48.5% | Reduced |
| Allworth Financial LP | 23 | $1.41K | 0.00% | +23 | New |
| Brown Brothers Harriman & Co | 26 | $1.59K | 0.00% | −180−87.4% | Reduced |
| Fortitude Family Office, LLC | 32 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.32K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 48 | $2.94K | 0.00% | −32−40.0% | Reduced |
| UBS Asset Management Americas Inc | 55 | $3.36K | 0.00% | +55 | New |
| SRS Capital Advisors, Inc. | 57 | $3.49K | 0.00% | −1−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 70 | $4.32K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $5.93K | 0.00% | +41+73.2% | Added |
| GAMMA Investing LLC | 111 | $6.79K | 0.00% | −37−25.0% | Reduced |
| Sterling Capital Management LLC | 140 | $8.56K | 0.00% | −103−42.4% | 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 |
| CWM, LLC | 150 | $9.17K | 0.00% | −6−3.8% | Reduced |
| Fifth Third Bancorp | 240 | $14.7K | 0.00% | +240 | New |
| California State Teachers Retirement System | 245 | $15.0K | 0.00% | −34−12.2% | Reduced |
| Citigroup Inc | 305 | $18.7K | 0.00% | +109+55.6% | Added |
| Ameritas Investment Partners, Inc. | 364 | $22.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 374 | $22.9K | 0.00% | +2+0.5% | Added |
| Russell Investments Group, Ltd. | 382 | $23.4K | 0.00% | −37−8.8% | Reduced |
| Legal & General Group Plc | 413 | $25.3K | 0.00% | −5−1.2% | Reduced |
| Stone House Investment Management, LLC | 496 | $30.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 707 | $43.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 716 | $43.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 944 | $57.7K | 0.00% | +2+0.2% | Added |
| Royal Bank of Canada | 1,018 | $62.0K | 0.00% | +571+127.7% | Added |
| NBT Bank N A | 1,210 | $74.0K | 0.00% | +1,153+2,022.8% | Added |
| BNP Paribas Arbitrage, SA | 1,330 | $81.3K | 0.00% | +106+8.7% | Added |
| Tower Research Capital LLC (TRC) | 1,341 | $82.0K | 0.00% | +1,144+580.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,448 | $88.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,793 | $109.6K | 0.00% | +1,793 | New |
| New York State Common Retirement Fund | 1,868 | $114.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,890 | $115.3K | 0.00% | −1,125−37.3% | Reduced |
| Farther Finance Advisors, LLC | 1,943 | $120.8K | 0.00% | +398+25.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,199 | $134.5K | 0.00% | +137+6.6% | Added |
| MetLife Investment Management | 2,658 | $162.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,753 | $168.3K | 0.00% | −1,386−33.5% | Reduced |
| UBS Group AG | 3,117 | $190.6K | 0.00% | +909+41.2% | Added |
| The PNC Financial Services Group, Inc. | 3,578 | $218.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,642 | $222.7K | 0.00% | −301−7.6% | Reduced |
| Barclays PLC | 3,651 | $223.3K | 0.00% | −4,724−56.4% | Reduced |
| AQR Capital Management LLC | 3,812 | $233.1K | 0.00% | +3,812 | New |
| Invesco Ltd. | 4,782 | $292.4K | 0.00% | −191−3.8% | Reduced |
| Weatherly Asset Management L. P. | 4,924 | $301.1K | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 4,952 | $302.8K | 0.01% | +1,005+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,981 | $305.0K | 0.00% | +45+0.9% | Added |
| Citadel Advisors LLC | 5,422 | $331.6K | 0.00% | −3,858−41.6% | Reduced |
| Rhumbline Advisers | 5,531 | $338.6K | 0.00% | +45+0.8% | Added |
| Bailard, Inc. | 5,645 | $345.2K | 0.01% | −1,600−22.1% | Reduced |
| Wells Fargo & Company | 5,974 | $365.3K | 0.00% | −3,364−36.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,196 | $378.9K | 0.00% | +749+13.8% | Added |
| STRS Ohio | 6,400 | $391.4K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 7,199 | $440.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 7,752 | $474.0K | 0.00% | −5,454−41.3% | Reduced |
| Bank of America Corp | 8,017 | $490.2K | 0.00% | +3,280+69.2% | Added |
| Great Lakes Advisors, LLC | 8,032 | $491.2K | 0.00% | −1,085−11.9% | Reduced |
| Trexquant Investment LP | 9,890 | $604.8K | 0.00% | −724−6.8% | Reduced |
| Squarepoint Ops LLC | 10,308 | $630.3K | 0.00% | +10,308 | New |
| Lawood & Co | 10,726 | $655.9K | 0.61% | 00.0% | Unchanged |
| Morgan Stanley | 12,795 | $782.4K | 0.00% | +6,389+99.7% | Added |
| Quantinno Capital Management LP | 13,851 | $847.0K | 0.00% | +3,626+35.5% | Added |
| Bank of New York Mellon Corp | 15,463 | $945.6K | 0.00% | −4,186−21.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,293 | $996.3K | 0.05% | +108+0.7% | Added |
| Goldman Sachs Group Inc | 17,598 | $1.08M | 0.00% | +9,163+108.6% | Added |
| Marshall Wace, LLP | 18,175 | $1.11M | 0.00% | +10,779+145.7% | Added |
| De Lisle Partners LLP | 20,519 | $1.26M | 0.15% | +2,500+13.9% | Added |
| Segall Bryant & Hamill, LLC | 20,701 | $1.27M | 0.02% | +4,553+28.2% | Added |
| Vanguard Portfolio Management LLC | 26,115 | $1.60M | 0.00% | +26,115 | New |
| Dimensional Fund Advisors LP | 28,590 | $1.75M | 0.00% | +4,115+16.8% | Added |
| Vanguard Fiduciary Trust Co | 30,546 | $1.87M | 0.00% | +30,546 | New |
| Northern Trust Corp | 37,087 | $2.27M | 0.00% | +2,049+5.8% | Added |
| Charles Schwab Investment Management Inc | 37,616 | $2.30M | 0.00% | −1,397−3.6% | Reduced |
| Hudock, Inc. | 40,787 | $2.49M | 0.37% | +863+2.2% | Added |
| American Century Companies Inc | 44,186 | $2.70M | 0.00% | +16,296+58.4% | Added |
| State Street Corp | 93,930 | $5.74M | 0.00% | −5,710−5.7% | Reduced |
| Geode Capital Management, LLC | 112,462 | $6.88M | 0.00% | +1,596+1.4% | Added |
| Citizens & Northern Corp | 117,063 | $7.16M | 1.79% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 201,701 | $12.3M | 0.00% | +201,701 | New |
| BlackRock, Inc. | 331,294 | $20.3M | 0.00% | −4,612−1.4% | Reduced |
| 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 |