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 | Reduced | 331,294 | 20,258 | 0.0% | 0.0% | 1 | -4,612 | -1.37% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 253,399 | 14,448 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 201,701 | 12,334 | 0.0% | — | 3 | +201,701 | New | Q1 2026 | May 15, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 117,063 | 7,158 | 1.79% | 1.65% | 4 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 112,462 | 6,878 | 0.0% | 0.0% | 5 | +1,596 | 1.44% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 93,930 | 5,743 | 0.0% | 0.0% | 6 | -5,710 | -5.73% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 44,186 | 2,701 | 0.0% | 0.0% | 7 | +16,296 | 58.43% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Added to | 40,787 | 2,494 | 0.37% | 0.34% | 8 | +863 | 2.16% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 37,616 | 2,300 | 0.0% | 0.0% | 9 | -1,397 | -3.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,087 | 2,267 | 0.0% | 0.0% | 10 | +2,049 | 5.85% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 30,546 | 1,867 | 0.0% | — | 11 | +30,546 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 28,590 | 1,748 | 0.0% | 0.0% | 12 | +4,115 | 16.81% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 26,115 | 1,596 | 0.0% | — | 13 | +26,115 | New | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 20,701 | 1,265 | 0.02% | 0.01% | 14 | +4,553 | 28.2% | Q1 2026 | May 22, 2026 |
| De Lisle Partners LLP | History | Added to | 20,519 | 1,261 | 0.15% | 0.13% | 15 | +2,500 | 13.87% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 18,175 | 1,111 | 0.0% | 0.0% | 16 | +10,779 | 145.74% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 17,598 | 1,076 | 0.0% | 0.0% | 17 | +9,163 | 108.63% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,293 | 996 | 0.05% | 0.05% | 18 | +108 | 0.67% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 15,463 | 945 | 0.0% | 0.0% | 19 | -4,186 | -21.3% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,851 | 846 | 0.0% | 0.0% | 20 | +3,626 | 35.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 12,795 | 782 | 0.0% | 0.0% | 21 | +6,389 | 99.73% | Q1 2026 | May 15, 2026 |
| LAWOOD & CO | History | No change | 10,726 | 655 | 0.61% | 0.58% | 22 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Squarepoint Ops LLC | History | New | 10,308 | 630 | 0.0% | — | 23 | +10,308 | New | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 9,890 | 604 | 0.0% | 0.01% | 24 | -724 | -6.82% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 8,032 | 491 | 0.0% | 0.0% | 25 | -1,085 | -11.9% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,017 | 490 | 0.0% | 0.0% | 26 | +3,280 | 69.24% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,752 | 474 | 0.0% | 0.0% | 27 | -5,454 | -41.3% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 7,199 | 440 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | No change | 6,400 | 391 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,196 | 378 | 0.0% | 0.0% | 30 | +749 | 13.75% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,974 | 365 | 0.0% | 0.0% | 31 | -3,364 | -36.02% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 5,645 | 345 | 0.01% | 0.01% | 32 | -1,600 | -22.08% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,531 | 338 | 0.0% | 0.0% | 33 | +45 | 0.82% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,422 | 331 | 0.0% | 0.0% | 34 | -3,858 | -41.57% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,981 | 305 | 0.0% | 0.0% | 35 | +45 | 0.91% | Q1 2026 | Apr 30, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 4,952 | 302 | 0.01% | 0.0% | 36 | +1,005 | 25.46% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,924 | 301 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Invesco Ltd. | History | Reduced | 4,782 | 292 | 0.0% | 0.0% | 38 | -191 | -3.84% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,812 | 233 | 0.0% | — | 39 | +3,812 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,651 | 223 | 0.0% | 0.0% | 40 | -4,724 | -56.41% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,642 | 222 | 0.0% | 0.0% | 41 | -301 | -7.63% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,578 | 218 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 3,117 | 190 | 0.0% | 0.0% | 43 | +909 | 41.17% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,753 | 168 | 0.0% | 0.0% | 44 | -1,386 | -33.49% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,658 | 162 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,199 | 134 | 0.0% | 0.0% | 46 | +137 | 6.64% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,943 | 120 | 0.0% | 0.0% | 47 | +398 | 25.76% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,890 | 115 | 0.0% | 0.0% | 48 | -1,125 | -37.31% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,868 | 114 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,793 | 109 | 0.0% | — | 50 | +1,793 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,448 | 88 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,341 | 82 | 0.0% | 0.0% | 52 | +1,144 | 580.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,330 | 81 | 0.0% | 0.0% | 53 | +106 | 8.66% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 1,210 | 73 | 0.0% | 0.0% | 54 | +1,153 | 2022.81% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,018 | 62 | 0.0% | 0.0% | 55 | +571 | 127.74% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 944 | 57 | 0.0% | 0.0% | 56 | +2 | 0.21% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 716 | 43 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 707 | 43 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 496 | 30 | 0.01% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legal & General Group Plc | History | Reduced | 413 | 25 | 0.0% | 0.0% | 60 | -5 | -1.2% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 382 | 23 | 0.0% | 0.0% | 61 | -37 | -8.83% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 374 | 22 | 0.0% | 0.0% | 62 | +2 | 0.54% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 364 | 22 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 305 | 18 | 0.0% | 0.0% | 64 | +109 | 55.61% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 240 | 14 | 0.0% | — | 66 | +240 | New | Q1 2026 | May 01, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 245 | 14 | 0.0% | 0.0% | 65 | -34 | -12.19% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 150 | 9 | 0.0% | 0.0% | 67 | -6 | -3.85% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 147 | 8 | 0.0% | — | 69 | +145 | 7250.0% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 140 | 8 | 0.0% | 0.0% | 68 | -103 | -42.39% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 147 | 8 | 0.0% | 0.0% | 70 | -62 | -29.67% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 111 | 6 | 0.0% | 0.0% | 71 | -37 | -25.0% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 97 | 5 | 0.0% | 0.0% | 73 | +41 | 73.21% | Q1 2026 | Apr 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 70 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 55 | 3 | 0.0% | — | 76 | +55 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 57 | 3 | 0.0% | 0.0% | 75 | -1 | -1.72% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 48 | 2 | 0.0% | 0.0% | 77 | -32 | -40.0% | Q1 2026 | Jun 02, 2026 |
| Bare Financial Services, Inc | History | No change | 38 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 26 | 1 | 0.0% | 0.0% | 79 | -180 | -87.38% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 23 | 1 | 0.0% | — | 83 | +23 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 82 | -16 | -48.48% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Added to | 11 | 1 | 0.0% | — | 80 | +6 | 120.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Minerva Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -7,881 | -100.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,057 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,974 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -21 | -65.63% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Jun 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |