Institutional Ownership Citizens Financial Services Inc (CZFS)
This table provides information about the institutional ownership of Citizens Financial Services Inc (CZFS). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $75.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
941
shares
|
$52,978
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
716
shares
|
$40,310
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
707
shares
|
$39,804
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
652
shares
|
$36,707
0.01% of portfolio
|
Q3 2025
Reduced 44.56%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
418
shares
|
$23,533
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
364
shares
|
$20,493
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
332
shares
|
$18,691
0.0% of portfolio
|
Q3 2025
Reduced 84.29%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
331
shares
|
$18,635
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
289
shares
|
$16,270
0.0% of portfolio
|
Q3 2025
Added 151.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
239
shares
|
$13,455
0.0% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
231
shares
|
$13,005
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
221
shares
|
$12,442
0.0% of portfolio
|
Q3 2025
Reduced 83.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
206
shares
|
$11,597
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
191
shares
|
$10,753
0.0% of portfolio
|
Q3 2025
Added 92.93%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
148
shares
|
$8,332
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
148
shares
|
$8,332
0.0% of portfolio
|
Q4 2025
Reduced 85.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
132
shares
|
$7,431
0.0% of portfolio
|
Q3 2025
Added 43.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
83
shares
|
$4,672
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
80
shares
|
$4,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
70
shares
|
$3,941
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
60
shares
|
$3,378
0.0% of portfolio
|
Q3 2025
Reduced 95.04%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
56
shares
|
$3,152
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
38
shares
|
$2,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
32
shares
|
$1,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
16
shares
|
$900
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|