CITIZENS FINANCIAL SERVICES INC - CZFS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 354,551 | 25,683 | 0.0% | 0.0% | 1 | +23,257 | 7.02% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 200,789 | 14,545 | 0.0% | 0.0% | 2 | -912 | -0.45% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 119,810 | 8,681 | 0.0% | 0.0% | 3 | +7,348 | 6.53% | Q2 2026 | Aug 12, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 117,063 | 8,480 | 1.94% | 1.79% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE STREET CORP | History | Reduced | 92,835 | 6,724 | 0.0% | 0.0% | 5 | -1,095 | -1.17% | Q2 2026 | Sep 22, 2026 |
| Hudock, Inc. | History | Added to | 78,092 | 5,657 | 0.72% | 0.37% | 6 | +37,305 | 91.46% | Q2 2026 | Jul 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 44,108 | 3,195 | 0.0% | 0.0% | 7 | -78 | -0.18% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 38,696 | 2,803 | 0.0% | 0.0% | 8 | +1,080 | 2.87% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,370 | 2,707 | 0.0% | 0.0% | 9 | +283 | 0.76% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 32,192 | 2,331 | 0.0% | 0.0% | 10 | +1,646 | 5.39% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 31,639 | 2,291 | 0.0% | 0.0% | 11 | +3,049 | 10.66% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 31,314 | 2,268 | 0.0% | 0.0% | 12 | +5,199 | 19.91% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 20,701 | 1,499 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| De Lisle Partners LLP | History | No change | 20,519 | 1,480 | 0.16% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,396 | 1,477 | 0.0% | 0.0% | 15 | +6,545 | 47.25% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,376 | 1,186 | 0.0% | 0.0% | 16 | +913 | 5.9% | Q2 2026 | Aug 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,381 | 1,186 | 0.06% | 0.05% | 17 | +88 | 0.54% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,982 | 867 | 0.0% | 0.0% | 18 | -5,616 | -31.91% | Q2 2026 | Aug 14, 2026 |
| LAWOOD & CO | History | No change | 10,726 | 776 | 0.53% | 0.61% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STRS OHIO | History | Added to | 9,800 | 709 | 0.0% | 0.0% | 20 | +3,400 | 53.13% | Q2 2026 | Jul 30, 2026 |
| Trexquant Investment LP | History | Reduced | 9,643 | 698 | 0.0% | 0.0% | 21 | -247 | -2.5% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,400 | 680 | 0.0% | 0.0% | 22 | +5,588 | 146.59% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 9,108 | 659 | 0.0% | 0.0% | 23 | -9,067 | -49.89% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,153 | 590 | 0.0% | 0.0% | 24 | +2,179 | 36.47% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 7,797 | 564 | 0.0% | 0.0% | 25 | -235 | -2.93% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | Added to | 7,703 | 558 | 0.0% | 0.0% | 26 | +504 | 7.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,254 | 525 | 0.0% | 0.0% | 27 | +1,832 | 33.79% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,828 | 494 | 0.0% | 0.0% | 28 | -1,189 | -14.83% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,560 | 475 | 0.0% | 0.0% | 29 | -3,748 | -36.36% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,396 | 463 | 0.0% | 0.0% | 30 | +200 | 3.23% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,221 | 450 | 0.0% | — | 31 | +6,221 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 6,166 | 446 | 0.0% | 0.0% | 32 | -6,629 | -51.81% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | Added to | 5,869 | 425 | 0.01% | 0.01% | 33 | +224 | 3.97% | Q2 2026 | Jul 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,749 | 416 | 0.0% | 0.0% | 34 | +218 | 3.94% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 5,192 | 376 | 0.01% | 0.01% | 35 | +240 | 4.85% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,105 | 370 | 0.0% | 0.0% | 36 | +124 | 2.49% | Q2 2026 | Jul 27, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,924 | 356 | 0.03% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Invesco Ltd. | History | Added to | 4,846 | 351 | 0.0% | 0.0% | 38 | +64 | 1.34% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,510 | 326 | 0.0% | 0.0% | 39 | +1,757 | 63.82% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 3,850 | 279 | 0.0% | — | 40 | +3,850 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,642 | 263 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,609 | 261 | 0.0% | 0.0% | 42 | -4,143 | -53.44% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,579 | 259 | 0.0% | 0.0% | 43 | +1 | 0.03% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 2,731 | 197 | 0.0% | 0.0% | 44 | -920 | -25.2% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 2,684 | 194 | 0.0% | 0.0% | 45 | -433 | -13.89% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,658 | 192 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,436 | 176 | 0.0% | 0.0% | 47 | +2,054 | 537.7% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 2,240 | 162 | 0.0% | 0.0% | 48 | +1,935 | 634.43% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,155 | 156 | 0.0% | 0.0% | 49 | +212 | 10.91% | Q2 2026 | Jul 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,131 | 154 | 0.0% | 0.0% | 50 | -68 | -3.09% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,062 | 147 | 0.0% | 0.0% | 51 | +172 | 9.1% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,868 | 135 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,793 | 129 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,448 | 104 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,348 | 98 | 0.0% | 0.0% | 55 | +330 | 32.42% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 933 | 67 | 0.0% | 0.0% | 56 | -397 | -29.85% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 716 | 51 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 707 | 50 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 530 | 38 | 0.0% | 0.0% | 59 | -811 | -60.48% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 496 | 35 | 0.0% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legal & General Group Plc | History | Added to | 483 | 34 | 0.0% | 0.0% | 61 | +70 | 16.95% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 360 | 26 | 0.0% | 0.0% | 62 | -14 | -3.74% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 364 | 26 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 240 | 17 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 168 | 12 | 0.0% | 0.0% | 65 | +21 | 14.29% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 158 | 11 | 0.0% | 0.0% | 66 | +101 | 177.19% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | No change | 111 | 8 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | No change | 97 | 7 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 87 | 6 | 0.0% | 0.0% | 70 | -53 | -37.86% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 83 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 70 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64 | 4 | 0.0% | 0.0% | 73 | -181 | -73.88% | Q2 2026 | Aug 24, 2026 |
| Quarry LP | History | New | 69 | 4 | 0.0% | — | 74 | +69 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 41 | 2 | 0.0% | 0.0% | 76 | +18 | 78.26% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 38 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 80 | -32 | -66.67% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 25 | 1 | 0.0% | — | 83 | +25 | New | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 17 | 1 | 0.0% | — | 84 | +17 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 8 | 1 | 0.0% | 0.0% | 81 | -3 | -27.27% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 26 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,210 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -944 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -144 | -97.96% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |