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Citizens Financial Services, Inc. (CZFS) institutional ownership

Latest close $72.68 Jul 22, 2026
Market cap$253M 52-week range SectorFinancial Services
Funds holding · Q1 2026
70
reported CZFS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
38 buyers · 32 sellers

Citizens Financial Services, Inc. (CZFS) price and institutional activity

Dates

Q1 2026

$0 bought by 38 investors
American Century Companies IncMarshall Wace, LLP +36 more
$0 sold by 32 investors
Minerva Advisors LLCO'Shaughnessy Asset Management, LLC +30 more
Bought Sold Totals per quarter; hover a bar for the names.

Citizens Financial Services, Inc. (CZFS) institutional activity · 70

Investor Type Est. change Change Δ Own Date
American Century Companies Inc · Added
Change +16K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +16K Q1 2026
Marshall Wace, LLP · Added
Change +11K Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +11K Q1 2026
Squarepoint Ops LLC · New
Change +10K Date Q1 2026
Squarepoint Ops LLC New· Q1 2026 +10K Q1 2026
Goldman Sachs Group Inc · Added
Change +9K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +9K Q1 2026
Minerva Advisors LLC · Exited
Change −8K Δ Own −100.0% Date Q1 2026
Minerva Advisors LLC Exited· Q1 2026 −8K −100.0% Q1 2026
O'Shaughnessy Asset Management, LLC · Exited
Change −7K Δ Own −100.0% Date Q1 2026
O'Shaughnessy Asset Management, LLC Exited· Q1 2026 −7K −100.0% Q1 2026
Vanguard · Added
Change +7K Date Q1 2026
Vanguard Added· Q1 2026 +7K Q1 2026
Morgan Stanley · Added
Change +6K Date Q1 2026
Morgan Stanley Added· Q1 2026 +6K Q1 2026
State Street · Reduced
Change −6K Date Q1 2026
State Street Reduced· Q1 2026 −6K Q1 2026
Millennium Management LLC · Reduced
Change −5K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −5K Q1 2026
Barclays PLC · Reduced
Change −5K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −5K Q1 2026
BlackRock · Reduced
Change −5K Date Q1 2026
BlackRock Reduced· Q1 2026 −5K Q1 2026
Segall Bryant & Hamill, LLC · Added
Change +5K Date Q1 2026
Segall Bryant & Hamill, LLC Added· Q1 2026 +5K Q1 2026
Bank of New York Mellon Corp · Reduced
Change −4K Date Q1 2026
Bank of New York Mellon Corp Reduced· Q1 2026 −4K Q1 2026
Dimensional · Added
Change +4K Date Q1 2026
Dimensional Added· Q1 2026 +4K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 70

Famous investor activity in Citizens Financial Services, Inc. (CZFS)

Citizens Financial Services, Inc. (CZFS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Richards David Z. Jr · Director Grant (A) 343
Owned 2K Trade date Jul 22, 2026 Filed date Jul 23, 2026
Richards David Z. Jr Director Grant (A) 343 2K Jul 22, 2026 Jul 23, 2026
Landy R. Joseph · Director Gift (G) -20
Owned 28K Trade date Jul 9, 2026 Filed date Jul 9, 2026
Landy R. Joseph Director Gift (G) -20 28K Jul 9, 2026 Jul 9, 2026
Gephart Leeann · Officer Sell −$1K
Price $71.52 Qty −15 Owned 946 Trade date Jul 9, 2026 Filed date Jul 9, 2026
Gephart Leeann Officer Sell $71.52 −15 −$1K 946 Jul 9, 2026 Jul 9, 2026
Black Randall E. · Director Grant (A) 563
Owned 46K Trade date Jun 25, 2026 Filed date Jun 26, 2026
Black Randall E. Director Grant (A) 563 46K Jun 25, 2026 Jun 26, 2026
Wilson Jeffrey L. · Officer Grant (A) 49
Owned 8K Trade date Jun 25, 2026 Filed date Jun 26, 2026
Wilson Jeffrey L. Officer Grant (A) 49 8K Jun 25, 2026 Jun 26, 2026
Guillaume Stephen J. · Officer Grant (A) 311
Owned 5K Trade date Jun 25, 2026 Filed date Jun 26, 2026
Guillaume Stephen J. Officer Grant (A) 311 5K Jun 25, 2026 Jun 26, 2026
Gephart Leeann · Officer Grant (A) 153
Owned 961 Trade date Jun 25, 2026 Filed date Jun 26, 2026
Gephart Leeann Officer Grant (A) 153 961 Jun 25, 2026 Jun 26, 2026
White Jeffrey R. · Officer Grant (A) 336
Owned 2K Trade date Jun 25, 2026 Filed date Jun 26, 2026
White Jeffrey R. Officer Grant (A) 336 2K Jun 25, 2026 Jun 26, 2026
Gephart Leeann · Officer Sell −$2K
Price $66.52 Qty −29 Owned 808 Trade date Jun 25, 2026 Filed date Jun 25, 2026
Gephart Leeann Officer Sell $66.52 −29 −$2K 808 Jun 25, 2026 Jun 25, 2026
Behm John D. · Director Grant (A) 29
Owned 13K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Behm John D. Director Grant (A) 29 13K Jun 15, 2026 Jun 16, 2026
Hilfiger Janie M. · Director Grant (A) 88
Owned 4K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Hilfiger Janie M. Director Grant (A) 88 4K Jun 15, 2026 Jun 16, 2026
Painter John P. II · Director Grant (A) 88
Owned 4K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Painter John P. II Director Grant (A) 88 4K Jun 15, 2026 Jun 16, 2026
Bower Joseph B. Jr · Director Grant (A) 88
Owned 2K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Bower Joseph B. Jr Director Grant (A) 88 2K Jun 15, 2026 Jun 16, 2026
Osborne Terry B. · Director Grant (A) 88
Owned 13K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Osborne Terry B. Director Grant (A) 88 13K Jun 15, 2026 Jun 16, 2026
Jones Mickey L. · Director Grant (A) 88
Owned 14K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Jones Mickey L. Director Grant (A) 88 14K Jun 15, 2026 Jun 16, 2026
15 of 73
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Citizens Financial Services, Inc. (CZFS) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 281K
% of shares outstanding 6.0% Filing date Jan 29, 2024
BlackRock Inc. 281K 6.0% Jan 29, 2024
Vanguard Group Inc 239K
% of shares outstanding 5.0% Filing date Nov 12, 2024
Vanguard Group Inc 239K 5.0% Nov 12, 2024
Vanguard Group Inc 0
% of shares outstanding 0.0% Filing date Mar 26, 2026
Vanguard Group Inc 0 0.0% Mar 26, 2026
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Citizens Financial Services, Inc. (CZFS) ownership FAQ

Who owns CZFS?

70 reporting institutions disclosed CZFS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.