Citizens Financial Services Ownership | Who Owns Citizens Financial Services?

Citizens Financial Services Ownership Summary

Citizens Financial Services is owned by 26.01% institutional investors, 6.33% insiders, and 67.66% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.81% of CZFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in Citizens Financial Services shares.

CZFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Citizens Financial Services	26.01%	6.33%	67.66%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	323.38K	6.81%	$20.47M
Blackrock	305.59K	6.50%	$13.73M
Vanguard group	239.06K	5.03%	$15.14M
Citizens & northern	115.92K	2.44%	$7.34M
Bryn mawr capital management	115.05K	2.42%	$412.59K
Geode capital management	102.66K	2.16%	$6.50M
State street	89.18K	1.88%	$5.65M
Hudock	40.54K	0.85%	$2.57M
Charles schwab investment management	36.47K	0.77%	$2.31M
Northern trust	35.02K	0.74%	$1.57M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Citizens & northern	115.92K	2.01%	$7.34M
Hudock	40.54K	0.45%	$2.57M
Minerva advisors	7.80K	0.29%	$494.01K
De lisle partners llp	16.05K	0.15%	$1.02M
Weatherly asset management l. p.	9.75K	0.05%	$617.40K
Bryn mawr capital management	115.05K	0.02%	$412.59K
Pdt partners	3.22K	0.02%	$203.99K
Great lakes advisors	10.97K	0.01%	$694.26K
Bridgeway capital management	3.91K	0.01%	$247.48K
Trexquant investment lp	5.34K	0.00%	$338.07K

Top Buyers

Holder	Shares	% Assets	Change
Bryn mawr capital management	115.05K	0.02%	108.53K
Blackrock	305.59K	0.00%	34.69K
Citizens & northern	115.92K	2.01%	26.69K
State street	89.18K	0.00%	17.11K
American century companies	22.24K	0.00%	13.28K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-13.49K
Millennium management	-	-	-8.27K
Bank of new york mellon	13.53K	0.00%	-6.43K
Jfs wealth advisors	-	-	-3.06K
Key financial	-	-	-2.51K

New Positions

Holder	Shares	% Assets	Change	Value
Trexquant investment lp	5.34K	0.00%	5.34K	$338.07K
Strs ohio	3.70K	0.00%	3.70K	$166.28K
Susquehanna group, llp	3.31K	-	3.31K	$209.37K
Pdt partners	3.22K	0.02%	3.22K	$203.99K
Mai capital management	934.00	0.00%	934.00	$59.13K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Capital performance advisors llp	-36.00
Smartleaf asset management	-50.00
Metropolitan life insurance co/ny	-245.00
Baldwin brothers llc/ma	-617.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	65	12.07%	1,235,334	8.32%	26	4.51%	43	34.38%	6	-60.00%
Sep 30, 2024	58	5.45%	1,140,486	2.79%	24	4.31%	32	-28.89%	15	87.50%
Jun 30, 2024	54	12.50%	1,109,423	8.35%	23	4.98%	44	83.33%	8	-33.33%
Mar 31, 2024	48	6.67%	1,023,933	-2.72%	21	3.78%	24	9.09%	12	-
Dec 31, 2023	45	-	1,052,584	-0.92%	24	4.70%	22	46.67%	12	-40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	142.13K	2.99%	-
Vanguard US Total Market Shares ETF	142.13K	2.99%	-
iShares Russell 2000 ETF	127.13K	2.67%	-1.10K
Vanguard Institutional Extnd Mkt Idx Tr	62.24K	1.31%	-
Fidelity Small Cap Index	45.40K	0.95%	-850.00
iShares Russell 2000 Value ETF	39.40K	0.83%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	32.01K	0.67%	-
State St Russell Sm/Mid Cp® Indx SL Cl I	28.91K	0.61%	-3.10K
Fidelity Extended Market Index	24.17K	0.51%	-154.00
Schwab US Small-Cap ETF™	20.93K	0.44%	50.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 28, 2025	Guillaume Stephen J	EXECUTIVE VICE PRESIDENT	Buy	$746.85
Feb 03, 2025	Painter John P II	-	Buy	$6.60K
Feb 03, 2025	Gephart LeeAnn	EXECUTIVE VICE PRESIDENT	Buy	$1.45K
Nov 29, 2024	Guillaume Stephen J	SENIOR VICE PRESIDENT	Buy	$872.03
Nov 20, 2024	RICHARDS DAVID Z JR	EXECUTIVE VICE PRESIDENT	Sell	$8.41K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	1
2024 Q4	2	1
2024 Q3	-	1
2024 Q2	1	-
2024 Q1	2	-

CZFS Ownership FAQ

Who Owns Citizens Financial Services?

Citizens Financial Services shareholders are primarily institutional investors at 26.01%, followed by 6.33% insiders and 67.66% retail investors. The average institutional ownership in Citizens Financial Services's industry, Regional Banks Stocks, is 42.21%, which Citizens Financial Services falls below.

Who owns the most shares of Citizens Financial Services?

Citizens Financial Services’s largest shareholders are Blackrock funding, inc. /de (323.38K shares, 6.81%), Blackrock (305.59K shares, 6.50%), and Vanguard group (239.06K shares, 5.03%). Together, they hold 18.34% of Citizens Financial Services’s total shares outstanding.

Does Blackrock own Citizens Financial Services?

Yes, BlackRock owns 6.50% of Citizens Financial Services, totaling 305.59K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 13.73M$. In the last quarter, BlackRock increased its holdings by 34.69K shares, a 12.81% change.

Who is Citizens Financial Services’s biggest shareholder by percentage of total assets invested?

Citizens & northern is Citizens Financial Services’s biggest shareholder by percentage of total assets invested, with 2.01% of its assets in 115.92K Citizens Financial Services shares, valued at 7.34M$.

Who is the top mutual fund holder of Citizens Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Citizens Financial Services shares, with 2.99% of its total shares outstanding invested in 142.12K Citizens Financial Services shares.

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