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Citizens Financial Services (CZFS)

CUSIP: 174615104 | NYSE | Financial Services · Banks - Regional | Micro Cap | 153 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citizens & Northern Corp118,860
2.1% of portfolio›$9.3M
Geode Capital Management, LLC117,116
0.0% of portfolio›$9.2M
Hudock, Inc.79,603
0.8% of portfolio›$6.3M
Dimensional Fund Advisors LP45,450
0.0% of portfolio›$3.6M
Bank of New York Mellon Corp17,741
0.0% of portfolio›$1.4M
Cyndeo Wealth Partners, LLC16,273
0.1% of portfolio›$1.3M
Strs Ohio11,300
0.0% of portfolio›$888.3K
Lawood & Co10,726
0.6% of portfolio›$843.2K
Russell Investments Group, Ltd.9,978
0.0% of portfolio›$784.4K
Great Lakes Advisors, LLC7,751
0.0% of portfolio›$609.3K
Cambridge Investment Research Advisors, Inc.5,313
0.0% of portfolio›$418.0K
BankChampaign, National Association5,074
0.3% of portfolio›$398.9K
Creative Planning4,390
0.0% of portfolio›$345.1K
Deutsche Bank Ag\3,963
0.0% of portfolio›$311.5K
Commonwealth Equity Services, LLC3,642
0.0% of portfolio›$286.3K
PNC Financial Services Group, Inc.3,578
0.0% of portfolio›$281.3K
Farther Finance Advisors, LLC2,185
0.0% of portfolio›$171.7K
Barclays PLC1,919
0.0% of portfolio›$150.9K
Citigroup Inc1,506
0.0% of portfolio›$118.4K
IFP Advisors, Inc889
0.0% of portfolio›$69.9K
Nisa Investment Advisors, LLC716
0.0% of portfolio›$56.3K
Fifth Third Bancorp240
0.0% of portfolio›$18.9K
Gamma Investing LLC162
0.0% of portfolio›$12.7K
Versant Capital Management, Inc97
0.0% of portfolio›$7.6K
Sterling Capital Management LLC96
0.0% of portfolio›$7.5K
Capital Advisors, Ltd. LLC83
0.0% of portfolio›$7
US Bancorp \de\82
0.0% of portfolio›$6.4K
Larson Financial Group LLC61
0.0% of portfolio›$4.8K
Lynch Investment Planning, LLC51
0.0% of portfolio›$4.0K
Allworth Financial LP41
0.0% of portfolio›$3.0K
Bare Financial Services, Inc38
0.0% of portfolio›$3.0K
Pension & Wealth Management Advisors, Inc.33
0.0% of portfolio›$2.6K
Fortitude Family Office, LLC32
0.0% of portfolio›$2.5K
SJS Investment Consulting Inc.27
0.0% of portfolio›$2.1K
Assetmark, Inc19
0.0% of portfolio›$1.5K
Essential Partners LLC17
0.0% of portfolio›$1.3K
Covestor Ltd15
0.0% of portfolio›$1
Root Financial Partners, LLC9
0.0% of portfolio›$707
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$393
Silver Grove Financial Group, Inc.3
0.0% of portfolio›$236
True Wealth Design, LLC2
0.0% of portfolio›$158
StyleTurnoverLocationFiled
Citizens & Northern Corp
118,860$9.3M2.1%CoreLowWellsboro, PA2026-11-06
Geode Capital Management, LLC
117,116$9.2M0.0%IndexVery LowBoston, MA2026-11-06
Hudock, Inc.
79,603$6.3M0.8%ETFLowWilliamsport, PA2026-10-14
Dimensional Fund Advisors LP
45,450$3.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
17,741$1.4M0.0%CoreLowNew York, NY2026-11-05
Cyndeo Wealth Partners, LLC
16,273$1.3M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Strs Ohio
11,300$888.3K0.0%CoreMediumColumbus, OH2026-10-30
Lawood & Co
10,726$843.2K0.6%CoreLowWilliamsport, PA2026-10-09
Russell Investments Group, Ltd.
9,978$784.4K0.0%CoreLowSeattle, WA2026-11-06
Great Lakes Advisors, LLC
7,751$609.3K0.0%CoreMediumChicago, IL2026-11-06
Cambridge Investment Research Advisors, Inc.
5,313$418.0K0.0%ETFLowFairfield, IA2026-11-02
BankChampaign, National Association
5,074$398.9K0.3%GrowthMediumChampaign, IL2026-10-19
Creative Planning
4,390$345.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Deutsche Bank Ag\
3,963$311.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Commonwealth Equity Services, LLC
3,642$286.3K0.0%ETFLowWaltham, MA2026-11-02
PNC Financial Services Group, Inc.
3,578$281.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Farther Finance Advisors, LLC
2,185$171.7K0.0%IndexLowSan Francisco, CA2026-10-08
Barclays PLC
1,919$150.9K0.0%CoreMediumLondon, United Kingdom2026-11-06
Citigroup Inc
1,506$118.4K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
889$69.9K0.0%GrowthLowTampa, FL2026-10-16
Nisa Investment Advisors, LLC
716$56.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Fifth Third Bancorp
240$18.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
162$12.7K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
97$7.6K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
96$7.5K0.0%GARPMediumCharlotte, NC2026-10-22
Capital Advisors, Ltd. LLC
83$70.0%ETFLowShaker Heights, OH2026-10-27
US Bancorp \de\
82$6.4K0.0%IndexLowMinneapolis, MN2026-11-05
Larson Financial Group LLC
61$4.8K0.0%GrowthLowSt Louis, MO2026-11-05
Lynch Investment Planning, LLC
51$4.0K0.0%ETFLowNewtown Square, PA2026-10-27
Allworth Financial LP
41$3.0K0.0%IndexLowFolsom, CA2026-11-06
Bare Financial Services, Inc
38$3.0K0.0%ETFVery LowGap, PA2026-11-04
Pension & Wealth Management Advisors, Inc.
33$2.6K0.0%ETFLowWaltham, MA2026-10-16
Fortitude Family Office, LLC
32$2.5K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
27$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Assetmark, Inc
19$1.5K0.0%ETFLowConcord, CA2026-10-21
Essential Partners LLC
17$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
15$10.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
9$7070.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
5$3930.0%CoreMediumBirmingham, AL2026-11-04
Silver Grove Financial Group, Inc.
3$2360.0%CoreMediumOrchard Park, NY2026-11-05
True Wealth Design, LLC
2$1580.0%ETFMediumAkron, OH2026-10-13