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Citizens Financial Services Ownership | Who Owns Citizens Financial Services?

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Citizens Financial Services Ownership Summary

Citizens Financial Services is owned by 31.68% institutional investors, 6.35% insiders, and 61.97% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.39% of CZFS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.99% of its assets in Citizens Financial Services shares.

CZFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCitizens Financial Services31.68%6.35%61.97%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de354.55K7.39%$25.68M
Blackrock305.59K6.50%$13.73M
Vanguard group253.40K5.28%$14.45M
Vanguard capital management200.79K4.18%$14.55M
Geode capital management119.81K2.50%$8.68M
Citizens & northern117.06K2.44%$8.48M
State street92.83K1.93%$6.72M
Hudock78.09K1.63%$5.66M
American century companies44.11K0.92%$3.20M
Charles schwab investment management38.70K0.81%$2.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Citizens & northern117.06K1.94%$8.48M
Hudock78.09K0.72%$5.66M
De lisle partners llp20.52K0.16%$1.48M
Cyndeo wealth partners16.38K0.06%$1.19M
Weatherly asset management l. p.4.92K0.03%$356.69K
Segall bryant & hamill20.70K0.02%$1.50M
Bailard5.87K0.01%$425.15K
Bridgeway capital management5.19K0.01%$376.11K
Stone house investment management496.000.00%$35.92K
Great lakes advisors7.80K0.00%$564.82K

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company38.70K0.00%38.70K
Hudock78.09K0.72%37.30K
Blackrock305.59K0.00%34.69K
Blackrock funding, inc. /de354.55K0.00%23.26K
Geode capital management119.81K0.00%7.35K

Top Sellers

HolderShares% AssetsChange
Fourthstone---13.49K
Marshall wace, llp9.11K0.00%-9.07K
Minerva advisors---7.88K
O'shaughnessy asset management---7.06K
Morgan stanley6.17K--6.63K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company38.70K0.00%38.70K$2.80M
Raymond james financial6.22K0.00%6.22K$450.68K
Quadrature capital3.87K0.00%3.87K$234.32K
Price t rowe associates inc /md/3.85K-3.85K$279.00K
Susquehanna group, llp3.31K-3.31K$209.37K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Tortoise investment management-1.00
Root financial partners-2.00
Creekmur asset management-8.00
Rise advisors-16.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026892.30%1,520,2188.65%313.73%434.88%21-22.22%
Mar 31, 202658-28.40%971,268-28.87%202.50%25-19.35%16-44.83%
Dec 31, 202567-14.10%1,273,881-1.82%263.63%25-30.56%25-3.85%
Sep 30, 202524-65.71%464,078-63.76%91.36%6-88.89%10-9.09%
Jun 30, 2025701.45%1,280,672-35.88%261.51%5492.86%11-52.17%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF142.13K2.99%-
Vanguard Total Stock Mkt Idx Inv141.03K2.94%1.02K
Vanguard Morn Total Stk Mkt Idx Investor141.03K2.93%1.02K
Vanguard MStar Total Stk Mkt Idx Invest141.03K2.93%-
iShares Russell 2000 ETF118.50K2.46%-2.11K
Vanguard Institutional Extnd Mkt Idx Tr55.42K1.15%-
Fidelity Small Cap Index45.22K0.94%-62.00
Avantis US Small Cap Value ETF44.10K0.92%500.00
iShares Russell 2000 Value ETF42.96K0.89%-
Russell 2000 Equity Index Fund B35.60K0.74%5.78K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 31, 2026Guillaume Stephen J SENIOR VICE PRESIDENTBuy$1.83K
Aug 05, 2026Painter John P II-Buy$12.88K
Jul 09, 2026Gephart LeeAnn EXECUTIVE VICE PRESIDENTSell$1.07K
Jun 25, 2026Gephart LeeAnn EXECUTIVE VICE PRESIDENTSell$1.93K
May 29, 2026Guillaume Stephen J SENIOR VICE PRESIDENTBuy$2.10K

Insider Transactions Trends

DateBuySell
2026 Q321
2026 Q222
2026 Q12-
2025 Q44-
2025 Q312

CZFS Ownership FAQ

Who Owns Citizens Financial Services?

Citizens Financial Services shareholders are primarily institutional investors at 31.68%, followed by 6.35% insiders and 61.97% retail investors. The average institutional ownership in Citizens Financial Services's industry, Regional Banks Stocks, is 56.79%, 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 (354.55K shares, 7.39%), Blackrock (305.59K shares, 6.50%), and Vanguard group (253.4K shares, 5.28%). Together, they hold 19.17% 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 1.94% of its assets in 117.06K Citizens Financial Services shares, valued at 8.48M$.

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

Vanguard US Total Market Shares ETF 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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