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 71 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
646
shares
|
$39,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
380
shares
|
$23,294
0.0% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
361
shares
|
$22,129
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
327
shares
|
$20,045
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
218
shares
|
$13,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
209
shares
|
$12,811
0.0% of portfolio
|
Q1 2025
Reduced 75.18%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
204
shares
|
$12,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
147
shares
|
$9,011
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
87
shares
|
$5,333
0.0% of portfolio
|
Q1 2025
Added 112.2%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
83
shares
|
$5,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
74
shares
|
$4,536
0.0% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
44
shares
|
$2,697
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
38
shares
|
$2,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
32
shares
|
$1,961
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
30
shares
|
$1,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5
shares
|
$306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3
shares
|
$183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|