Citizens Financial Services Ownership | Who Owns Citizens Financial Services?

Citizens Financial Services Ownership Summary

Citizens Financial Services is owned by 24.01% institutional investors, 6.34% insiders, and 69.65% retail investors. Blackrock is the largest institutional shareholder, holding 6.50% 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	24.01%	6.34%	69.65%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	305.59K	6.50%	$13.73M
Vanguard group	234.35K	4.98%	$10.53M
Geode capital management	101.29K	2.15%	$4.55M
Citizens & northern	88.35K	1.88%	$3.97M
State street	70.48K	1.50%	$3.17M
Hudock	41.03K	0.87%	$1.84M
Charles schwab investment management	35.48K	0.75%	$1.59M
Northern trust	35.02K	0.74%	$1.57M
Bank of new york mellon	23.76K	0.51%	$1.07M
Invesco	16.92K	0.36%	$760.21K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Citizens & northern	88.35K	1.24%	$3.97M
Hudock	41.03K	0.34%	$1.84M
Minerva advisors	7.80K	0.23%	$350.67K
De lisle partners llp	15.20K	0.15%	$686.37K
Weatherly asset management l. p.	9.75K	0.04%	$438.25K
Stone house investment management	647.00	0.01%	$29.09K
Great lakes advisors	9.95K	0.00%	$447.11K
Nbt bank n a /ny	1.20K	0.00%	$53.88K
Tower research capital llc (trc)	1.51K	0.00%	$67.86K
Beaird harris wealth management	240.00	0.00%	$10.79K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	305.59K	0.00%	34.69K
Geode capital management	101.29K	0.00%	12.50K
Great lakes advisors	9.95K	0.00%	9.95K
Goldman sachs group	5.15K	-	5.15K
Vanguard group	234.35K	0.00%	5.08K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-13.49K
Millennium management	-	-	-8.27K
Jpmorgan chase	2.62K	-	-4.08K
Jfs wealth advisors	-	-	-3.06K
Key financial	-	-	-2.51K

New Positions

Holder	Shares	% Assets	Change	Value
Great lakes advisors	9.95K	0.00%	9.95K	$447.11K
Goldman sachs group	5.15K	-	5.15K	$231.35K
Strs ohio	3.70K	0.00%	3.70K	$166.28K
Corebridge financial	2.43K	0.00%	2.43K	$109.27K
Mirae asset global etfs	1.65K	0.00%	1.65K	$74.10K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Smartleaf asset management	-50.00
Metropolitan life insurance co/ny	-245.00
American group	-1.87K
Key financial	-2.51K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	45	-8.16%	1,062,402	-2.03%	22	3.25%	15	-65.91%	20	300.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	142.13K	2.99%	-
iShares Russell 2000 ETF	117.79K	2.47%	-266.00
Vanguard Institutional Extnd Mkt Idx Tr	62.24K	1.31%	-
Fidelity Small Cap Index	46.30K	0.97%	-618.00
iShares Russell 2000 Value ETF	38.98K	0.82%	-
Fidelity Extended Market Index	25.81K	0.54%	-364.00
Vanguard Russell 2000 ETF	20.81K	0.44%	-136.00
Schwab US Small-Cap ETF™	19.71K	0.41%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	18.61K	0.39%	-900.00
VT De Lisle America B USD	15.35K	0.32%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 04, 2024	Painter John P II	-	Buy	$16.43K
Aug 30, 2024	RICHARDS DAVID Z JR	SENIOR EVP	Sell	$27.43K
Oct 27, 2023	LANDY R JOSEPH	-	Buy	$23.75K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	1
2024 Q3	-	1
2024 Q2	1	-
2024 Q1	2	-
2023 Q4	4	11

CZFS Ownership FAQ

Who Owns Citizens Financial Services?

Citizens Financial Services shareholders are primarily institutional investors at 24.01%, followed by 6.34% insiders and 69.65% retail investors. The average institutional ownership in Citizens Financial Services's industry, Regional Banks Stocks, is 51.67%, which Citizens Financial Services falls below.

Who owns the most shares of Citizens Financial Services?

Citizens Financial Services’s largest shareholders are Blackrock (305.59K shares, 6.50%), Vanguard group (234.35K shares, 4.98%), and Geode capital management (101.29K shares, 2.15%). Together, they hold 13.64% 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 1.24% of its assets in 88.35K Citizens Financial Services shares, valued at 3.97M$.

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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