CZFS · Citizens Financial Services Inc

$81.15 +0.47 (+0.58%) At close · Aug 27

Russell 2000 member Rebalance outlook locked

Market Cap

$390.14M

4.81M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 87

Total Value: $107,137,898

Total Shares: 1,478,997

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 87 13F filers · Δ vs Mar 31, 2026

Top Holder

24.0%

+0.3 pts

Top 5

59.8%

−1.4 pts

Top 10

75.4%

+0.6 pts

HHI

1,005

Broadly held−5

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +25.2%

Shares held: +5.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Hudock, Inc.	+37,305	78,092
Mega BlackRock, Inc.	+23,257	354,551
Mega GEODE CAPITAL MANAGEMENT, LLC	+7,348	119,810
Large Quantinno Capital Management LP	+6,545	20,396
Mega AQR CAPITAL MANAGEMENT LLC	+5,588	9,400

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MARSHALL WACE, LLP	−9,067	9,108
Mega MORGAN STANLEY	−6,629	6,166
Mega GOLDMAN SACHS GROUP INC	−5,616	11,982
Mega MILLENNIUM MANAGEMENT LLC	−4,143	3,609
Large Squarepoint Ops LLC	−3,748	6,560

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega RAYMOND JAMES FINANCIAL INC	6,221	$450,649
Mega PRICE T ROWE ASSOCIATES INC /MD/	3,850	$278,894
Mid Quarry LP	69	$4,998
Mid Integrated Wealth Concepts LLC	30	$2,173
Mid Larson Financial Group LLC	25	$1,811

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid NBT BANK N A /NY	1,210	$73,991
Large MAI Capital Management	944	$57,725
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	245	$14,981
Large CWM, LLC	150	$9,172
Small Sunbelt Securities, Inc.	2	$122

Filter: New 6 Increased 35 Reduced 21 Sold out 6 Unchanged 25

Showing 87 of 87

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$25,683,671

23.97%

354,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	13,354	$967,363	3.8%	Sole
BlackRock Asset Management Canada Ltd	49	$3,549	0.0%	Sole
BlackRock Investment Management, LLC	14,724	$1,066,606	4.2%	Sole
BLACKROCK ADVISORS LLC	10,904	$789,885	3.1%	Sole
BlackRock Fund Advisors	185,919	$13,467,972	52.4%	Sole
BlackRock Institutional Trust Company, N.A.	129,389	$9,372,939	36.5%	Sole
BlackRock Japan Co. Ltd	187	$13,546	0.1%	Sole
Aperio Group, LLC	25	$1,811	0.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$14,545,155

13.58%

200,789

GEODE CAPITAL MANAGEMENT, LLC

$8,679,036

8.10%

119,810

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	18,214	$1,319,422	15.2%	Defined
Held directly	101,596	$7,359,614	84.8%	Defined

CITIZENS & NORTHERN CORP

$8,480,043

7.92%

117,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citizens & Northern Bank	117,063	$8,480,043	100.0%	Defined

STATE STREET CORP

$6,724,967

6.28%

92,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	92,835	$6,724,967	100.0%	Defined

Hudock, Inc.

$5,656,984

5.28%

78,092

AMERICAN CENTURY COMPANIES INC

$3,195,183

2.98%

44,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	44,108	$3,195,183	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,803,138

2.62%

38,696

NORTHERN TRUST CORP

$2,707,081

2.53%

37,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	36,641	$2,654,273	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	729	$52,808	2.0%	Other

VANGUARD FIDUCIARY TRUST CO

$2,331,988

2.18%

32,192

DIMENSIONAL FUND ADVISORS LP

$2,291,927

2.14%

31,639

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	341	$24,702	1.1%	Defined
DFA Australia Ltd.	524	$37,958	1.7%	Defined
Dimensional Ireland Ltd	1,972	$142,851	6.2%	Defined
Held directly	28,802	$2,086,416	91.0%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$2,268,386

2.12%

31,314

SEGALL BRYANT & HAMILL, LLC

$1,499,580

1.40%

20,701

De Lisle Partners LLP

$1,486,396

1.39%

20,519

Quantinno Capital Management LP

$1,477,486

1.38%

20,396

Cyndeo Wealth Partners, LLC

$1,186,639

1.11%

16,381

Bank of New York Mellon Corp

$1,186,275

1.11%

16,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	9,340	$676,589	57.0%	Defined
The Bank of New York Mellon	7,034	$509,542	43.0%	Defined
Held directly	2	$144	0.0%	Defined

GOLDMAN SACHS GROUP INC

$867,975

0.81%

11,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	7,049	$510,629	58.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	4,933	$357,346	41.2%	Defined

LAWOOD & CO

$776,990

0.73%

10,726

STRS OHIO

$709,912

0.66%

9,800

Trexquant Investment LP

$698,538

0.65%

9,643

AQR CAPITAL MANAGEMENT LLC

$680,933

0.64%

9,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$72	0.0%	Other
Prism Planning Partners LLC	6	$434	0.1%	Other
Arax Advisory Partners	62	$4,491	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	55	$3,984	0.6%	Other
Stokes Family Office, LLC	4	$289	0.0%	Other
Held directly	9,272	$671,663	98.6%	Defined

MARSHALL WACE, LLP

$659,783

0.62%

9,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	9,108	$659,783	100.0%	Other

WELLS FARGO & COMPANY/MN

$590,602

0.55%

8,153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,897	$282,298	47.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	4,256	$308,304	52.2%	Defined

GREAT LAKES ADVISORS, LLC

$564,813

0.53%

7,797

Nuveen, LLC

$558,004

0.52%

7,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	1,202	$87,072	15.6%	Defined
TEACHERS ADVISORS, LLC joint	6,501	$470,932	84.4%	Defined

CITADEL ADVISORS LLC

$525,479

0.49%

7,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,254	$525,479	100.0%	Defined

BANK OF AMERICA CORP /DE/

$494,620

0.46%

6,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	6,828	$494,620	100.0%	Defined

Squarepoint Ops LLC

$475,206

0.44%

6,560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	6,560	$475,206	100.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$463,326

0.43%

6,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	6,396	$463,326	100.0%	Sole

RAYMOND JAMES FINANCIAL INC

$450,649

0.42%

6,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	6,221	$450,649	100.0%	Defined

MORGAN STANLEY

$446,663

0.42%

6,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	8	$579	0.1%	Defined
MORGAN STANLEY & CO. LLC	1,180	$85,479	19.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	4,283	$310,260	69.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	695	$50,345	11.3%	Defined

BAILARD, INC.

$425,150

0.40%

5,869

RHUMBLINE ADVISERS

$416,457

0.39%

5,749

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$376,108

0.35%

5,192

Cambridge Investment Research Advisors, Inc.

$369,806

0.35%

5,105

WEATHERLY ASSET MANAGEMENT L. P.

$356,694

0.33%

4,924

Invesco Ltd.

$351,042

0.33%

4,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	594	$43,028	12.3%	Defined
Invesco Trust Co joint	1,840	$133,289	38.0%	Defined
Invesco Capital Management LLC	2,412	$174,725	49.8%	Defined

DEUTSCHE BANK AG\

$326,704

0.30%

4,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,510	$326,704	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$278,894

0.26%

3,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	3,850	$278,894	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$263,826

0.25%

3,642

MILLENNIUM MANAGEMENT LLC

$261,435

0.24%

3,609

PNC FINANCIAL SERVICES GROUP, INC.

$259,260

0.24%

3,579

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	3,123	$226,228	87.3%	Defined
PNC Delaware Trust Company	456	$33,032	12.7%	Defined

BARCLAYS PLC

$197,832

0.18%

2,731

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	2,693	$195,080	98.6%	Defined
BARCLAYS CAPITAL INC.	38	$2,752	1.4%	Defined

UBS Group AG

$194,427

0.18%

2,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	809	$58,603	30.1%	Defined
UBS AG	1,874	$135,752	69.8%	Defined
UBS Securities LLC	1	$72	0.0%	Defined

MetLife Investment Management, LLC

$192,545

0.18%

2,658

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	2,658	$192,545	100.0%	Defined

Russell Investments Group, Ltd.

$176,463

0.16%

2,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	2,436	$176,463	100.0%	Defined

CITIGROUP INC

$162,265

0.15%

2,240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,240	$162,265	100.0%	Defined

Farther Finance Advisors, LLC

$156,108

0.15%

2,155

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$154,369

0.14%

2,131

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,131	$154,369	100.0%	Defined

JPMORGAN CHASE & CO

$149,369

0.14%

2,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,002	$145,023	97.1%	Defined
J.P. Morgan Investment Management Inc.	60	$4,346	2.9%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$135,317

0.13%

1,868

Vanguard Global Advisers, LLC

$129,884

0.12%

1,793

Police & Firemen's Retirement System of New Jersey

$104,893

0.10%

1,448

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,448	$104,893	100.0%	Defined

ROYAL BANK OF CANADA

$97,647

0.09%

1,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	131	$9,489	9.7%	Defined
RBC Capital Markets, LLC	1,140	$82,581	84.6%	Defined
RBC Rochdale, LLC	77	$5,577	5.7%	Defined

BNP PARIBAS ARBITRAGE, SA

$67,586

0.06%

933

NISA INVESTMENT ADVISORS, LLC

$51,867

0.05%

716

Federation des caisses Desjardins du Quebec

$51,215

0.05%

707

Tower Research Capital LLC (TRC)

$38,393

0.04%

530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	530	$38,393	100.0%	Defined

Stone House Investment Management, LLC

$35,930

0.03%

496

Legal & General Group Plc

$34,988

0.03%

483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	483	$34,988	100.0%	Defined

Ameritas Investment Partners, Inc.

$26,368

0.02%

364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	364	$26,368	100.0%	Other

FMR LLC

$26,078

0.02%

360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	360	$26,078	100.0%	Defined

FIFTH THIRD BANCORP

$17,385

0.02%

240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	240	$17,385	100.0%	Defined

IFP Advisors, Inc

$12,169

0.01%

168

Arax Advisory Partners

$11,445

0.01%

158

GAMMA Investing LLC

$8,040

0.01%

111

Versant Capital Management, Inc

$7,026

0.01%

Sterling Capital Management LLC

$6,302

0.01%

Capital Advisors, Ltd. LLC

$6,012

0.01%

OSAIC HOLDINGS, INC.

$5,070

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	42	$3,042	60.0%	Defined
Osaic Advisory Services, LLC	28	$2,028	40.0%	Defined

Quarry LP

$4,998

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$3,984

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	55	$3,984	100.0%	Defined

Allworth Financial LP

$2,970

0.00%

Bare Financial Services, Inc

$2,752

0.00%

Fortitude Family Office, LLC

$2,318

0.00%

Integrated Wealth Concepts LLC

$2,173

0.00%

BROWN BROTHERS HARRIMAN & CO

$1,883

0.00%

Larson Financial Group LLC

$1,811

0.00%

Essential Partners LLC

$1,231

0.00%

Silver Grove Financial Group, Inc.

$1,231

0.00%

Optiver Holding B.V.

$1,159

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	16	$1,159	100.0%	Defined

Smartleaf Asset Management LLC

$796

0.00%

ROTHSCHILD INVESTMENT LLC

$434

0.00%

EverSource Wealth Advisors, LLC

$216

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$144	66.7%	Sole
Held directly	1	$72	33.3%	Sole

True Wealth Design, LLC

$144

0.00%

Covestor Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NBT Capital Management, Inc	1,210	$73,991	100.0%	Defined

Key facts CIK 739421 CUSIP 174615104 13F (30d) 70 filings 70 filers Visit website Investor relations