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Citizens Financial Services

87 hedge funds and large institutions have $85.6M invested in Citizens Financial Services in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $77.9M → $85.6M (+$7.65M)

5% more funds holding

Funds holding: 8387 (+4)

0.7% more ownership

Funds ownership: 28.41%29.11% (+0.7%)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.3M -$285K -4,612 -1%
VCM
2
Vanguard Capital Management
Pennsylvania
$12.3M +$12.5M +201,701 New
CNC
3
Citizens & Northern Corp
Pennsylvania
$7.16M
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.88M +$98.6K +1,596 +1%
State Street
5
State Street
Massachusetts
$5.74M -$353K -5,710 -6%
American Century Companies
6
American Century Companies
Missouri
$2.7M +$1.01M +16,296 +58%
HI
7
Hudock Inc
Pennsylvania
$2.49M +$53.3K +863 +2%
Charles Schwab
8
Charles Schwab
California
$2.3M -$86.3K -1,397 -4%
Northern Trust
9
Northern Trust
Illinois
$2.27M +$127K +2,049 +6%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$1.87M +$1.89M +30,546 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.75M +$254K +4,115 +17%
VPM
12
Vanguard Portfolio Management
Pennsylvania
$1.6M +$1.61M +26,115 New
SBH
13
Segall Bryant & Hamill
Illinois
$1.27M +$281K +4,553 +28%
DLP
14
De Lisle Partners
United Kingdom
$1.26M +$154K +2,500 +14%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.11M +$666K +10,779 +146%
Goldman Sachs
16
Goldman Sachs
New York
$1.08M +$566K +9,163 +109%
CWP
17
Cyndeo Wealth Partners
Florida
$996K +$6.67K +108 +0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$946K -$259K -4,186 -21%
QCM
19
Quantinno Capital Management
New York
$847K +$224K +3,626 +35%
Morgan Stanley
20
Morgan Stanley
New York
$782K +$395K +6,389 +100%
LC
21
Lawood & Co
Pennsylvania
$656K
Squarepoint
22
Squarepoint
New York
$630K +$637K +10,308 New
TI
23
Trexquant Investment
Connecticut
$605K -$44.7K -724 -7%
GLA
24
Great Lakes Advisors
Illinois
$491K -$67K -1,085 -12%
Bank of America
25
Bank of America
North Carolina
$490K +$203K +3,280 +69%

CZFS Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q1 2026, worth a combined $85.6M — up 9.8% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CZFS positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.01M. The largest seller was Minerva Advisors, exiting entirely with an estimated $449K sold.

  • 87 institutional investors held Citizens Financial Services (CZFS) as of Q1 2026, up from 83 in Q4 2025.
  • Funds reported $85.6M of Citizens Financial Services stock for Q1 2026, up 9.8% quarter-over-quarter.
  • 10 funds opened new Citizens Financial Services positions in Q1 2026 and 5 closed out, a net change of +5 holders.
  • The largest Citizens Financial Services buyer in Q1 2026 was American Century Companies, an estimated $1.01M added.
  • The largest Citizens Financial Services seller in Q1 2026 was Minerva Advisors, an estimated $449K sold.

Based on aggregated 13F filings for Q1 2026.