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 $107.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Citizens Financial Services Inc as of Jun 30, 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
- +2 vs. Q1 2026
- Shares held
- 1.48M
- +80.0K (+5.7%) vs. Q1 2026
- Total value
- $107.1M
- +$21.6M (+25.2%) vs. Q1 2026
- New holders
- 5
- 35 more added
- Sold out
- 3
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $107.5M |
| Q1 2026 | 87 | $85.6M |
| Q4 2025 | 83 | $77.9M |
| Q3 2025 | 79 | $78.6M |
| Q2 2025 | 72 | $75.4M |
| Q1 2025 | 69 | $103.1M |
| Q4 2024 | 66 | $78.5M |
| Q3 2024 | 58 | $67.4M |
| Q2 2024 | 56 | $50.0M |
| Q1 2024 | 50 | $51.4M |
| Q4 2023 | 46 | $69.2M |
| Q3 2023 | 46 | $51.2M |
| Q2 2023 | 50 | $81.2M |
| Q1 2023 | 34 | $54.4M |
| 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 2026
Shares, value and share of portfolio for each institution holding Citizens Financial Services Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $145 | 0.00% | +1+100.0% | Added |
| EverSource Wealth Advisors, LLC | 3 | $217 | 0.00% | −144−98.0% | Reduced |
| Rothschild Investment LLC | 6 | $435 | 0.00% | +2+50.0% | Added |
| Smartleaf Asset Management LLC | 11 | $818 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −3−27.3% | Reduced |
| Optiver Holding B.V. | 16 | $1.16K | 0.00% | −32−66.7% | Reduced |
| Essential Partners LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 17 | $1.23K | 0.00% | +17 | New |
| Larson Financial Group LLC | 25 | $1.81K | 0.00% | +25 | New |
| Brown Brothers Harriman & Co | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 41 | $2.97K | 0.00% | +18+78.3% | Added |
| UBS Asset Management Americas Inc | 55 | $3.98K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64 | $4.64K | 0.00% | −181−73.9% | Reduced |
| Quarry LP | 69 | $5.00K | 0.00% | +69 | New |
| Advisor Group Holdings, Inc. | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 87 | $6.30K | 0.00% | −53−37.9% | Reduced |
| Versant Capital Management, Inc | 97 | $7.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 111 | $8.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 158 | $11.4K | 0.00% | +101+177.2% | Added |
| IFP Advisors, Inc | 168 | $12.2K | 0.00% | +21+14.3% | Added |
| Fifth Third Bancorp | 240 | $17.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 360 | $26.1K | 0.00% | −14−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 364 | $26.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 483 | $35.0K | 0.00% | +70+16.9% | Added |
| Stone House Investment Management, LLC | 496 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 530 | $38.4K | 0.00% | −811−60.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 707 | $50.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 716 | $51.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 933 | $67.6K | 0.00% | −397−29.8% | Reduced |
| Royal Bank of Canada | 1,348 | $98.0K | 0.00% | +330+32.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,448 | $104.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,793 | $129.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,868 | $135.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,062 | $147.5K | 0.00% | +172+9.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,131 | $154.4K | 0.00% | −68−3.1% | Reduced |
| Farther Finance Advisors, LLC | 2,155 | $156.1K | 0.00% | +212+10.9% | Added |
| Citigroup Inc | 2,240 | $162.3K | 0.00% | +1,935+634.4% | Added |
| Russell Investments Group, Ltd. | 2,436 | $176.5K | 0.00% | +2,054+537.7% | Added |
| MetLife Investment Management | 2,658 | $192.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,684 | $194.4K | 0.00% | −433−13.9% | Reduced |
| Barclays PLC | 2,731 | $197.8K | 0.00% | −920−25.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,579 | $259.3K | 0.00% | +10.0% | Added |
| Millennium Management LLC | 3,609 | $261.4K | 0.00% | −4,143−53.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,642 | $263.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,850 | $279.0K | 0.00% | +3,850 | New |
| Deutsche Bank AG | 4,510 | $326.7K | 0.00% | +1,757+63.8% | Added |
| Invesco Ltd. | 4,846 | $351.0K | 0.00% | +64+1.3% | Added |
| Weatherly Asset Management L. P. | 4,924 | $356.7K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,105 | $370.0K | 0.00% | +124+2.5% | Added |
| Bridgeway Capital Management, LLC | 5,192 | $376.1K | 0.01% | +240+4.8% | Added |
| Rhumbline Advisers | 5,749 | $416.9K | 0.00% | +218+3.9% | Added |
| Bailard, Inc. | 5,869 | $425.1K | 0.01% | +224+4.0% | Added |
| Morgan Stanley | 6,166 | $446.7K | 0.00% | −6,629−51.8% | Reduced |
| Raymond James Financial Inc | 6,221 | $450.7K | 0.00% | +6,221 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,396 | $463.3K | 0.00% | +200+3.2% | Added |
| Squarepoint Ops LLC | 6,560 | $475.2K | 0.00% | −3,748−36.4% | Reduced |
| Bank of America Corp | 6,828 | $494.6K | 0.00% | −1,189−14.8% | Reduced |
| Citadel Advisors LLC | 7,254 | $525.5K | 0.00% | +1,832+33.8% | Added |
| Nuveen, LLC | 7,703 | $558.0K | 0.00% | +504+7.0% | Added |
| Great Lakes Advisors, LLC | 7,797 | $564.8K | 0.00% | −235−2.9% | Reduced |
| Wells Fargo & Company | 8,153 | $590.6K | 0.00% | +2,179+36.5% | Added |
| Marshall Wace, LLP | 9,108 | $659.8K | 0.00% | −9,067−49.9% | Reduced |
| AQR Capital Management LLC | 9,400 | $680.9K | 0.00% | +5,588+146.6% | Added |
| Trexquant Investment LP | 9,643 | $698.5K | 0.00% | −247−2.5% | Reduced |
| STRS Ohio | 9,800 | $709.9K | 0.00% | +3,400+53.1% | Added |
| Lawood & Co | 10,726 | $777.0K | 0.53% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,982 | $868.0K | 0.00% | −5,616−31.9% | Reduced |
| Bank of New York Mellon Corp | 16,376 | $1.19M | 0.00% | +913+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 16,381 | $1.19M | 0.06% | +88+0.5% | Added |
| Quantinno Capital Management LP | 20,396 | $1.48M | 0.00% | +6,545+47.3% | Added |
| De Lisle Partners LLP | 20,519 | $1.48M | 0.16% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20,701 | $1.50M | 0.02% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 31,314 | $2.27M | 0.00% | +5,199+19.9% | Added |
| Dimensional Fund Advisors LP | 31,639 | $2.29M | 0.00% | +3,049+10.7% | Added |
| Vanguard Fiduciary Trust Co | 32,192 | $2.33M | 0.00% | +1,646+5.4% | Added |
| Northern Trust Corp | 37,370 | $2.71M | 0.00% | +283+0.8% | Added |
| Charles Schwab Investment Management Inc | 38,696 | $2.80M | 0.00% | +1,080+2.9% | Added |
| American Century Companies Inc | 44,108 | $3.20M | 0.00% | −78−0.2% | Reduced |
| Hudock, Inc. | 78,092 | $5.66M | 0.72% | +37,305+91.5% | Added |
| State Street Corp | 92,835 | $6.72M | 0.00% | −1,095−1.2% | Reduced |
| Citizens & Northern Corp | 117,063 | $8.48M | 1.94% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 119,810 | $8.68M | 0.00% | +7,348+6.5% | Added |
| Vanguard Capital Management LLC | 200,789 | $14.5M | 0.00% | −912−0.5% | Reduced |
| BlackRock, Inc. | 354,551 | $25.7M | 0.00% | +23,257+7.0% | Added |
| NBT Bank N A | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |