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 72 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $81.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
707
shares
|
$44,017
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
418
shares
|
$26,024
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
364
shares
|
$22,662
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
330
shares
|
$20,545
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
279
shares
|
$17,370
0.0% of portfolio
|
Q2 2025
Added 9200.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
206
shares
|
$12,825
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
148
shares
|
$9,214
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
115
shares
|
$7,159
0.0% of portfolio
|
Q2 2025
Added 55.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
99
shares
|
$6,163
0.0% of portfolio
|
Q2 2025
Added 230.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
92
shares
|
$5,727
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$5,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
45
shares
|
$2,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
44
shares
|
$2,739
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
38
shares
|
$2,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
32
shares
|
$1,992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5
shares
|
$311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|