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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
TRCT
51
Tower Research Capital (TRC)
New York
$82K +$70.7K +1,144 +581%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$81.3K +$6.55K +106 +9%
NB
53
NBT Bank
New York
$74K +$71.2K +1,153 +2,023%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$62K +$35.3K +571 +128%
MCM
55
MAI Capital Management
Ohio
$57.7K +$124 +2 +0.2%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$43.8K
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.1K
SHIM
58
Stone House Investment Management
Pennsylvania
$30.3K
Legal & General Group
59
Legal & General Group
United Kingdom
$25.3K -$309 -5 -1%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$23.4K -$2.29K -37 -9%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$22.9K +$124 +2 +0.5%
AIP
62
Ameritas Investment Partners
Nebraska
$22.3K
Citigroup
63
Citigroup
New York
$18.7K +$6.74K +109 +56%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$15K -$2.1K -34 -12%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$14.7K +$14.8K +240 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$9.17K -$371 -6 -4%
EWA
67
EverSource Wealth Advisors
Alabama
$8.99K -$3.83K -62 -30%
IA
68
IFP Advisors
Florida
$8.99K +$8.96K +145 +7,250%
SCM
69
Sterling Capital Management
North Carolina
$8.56K -$6.37K -103 -42%
GI
70
GAMMA Investing
California
$6.79K -$2.29K -37 -25%
VCM
71
Versant Capital Management
Arizona
$5.93K +$2.53K +41 +73%
CAL
72
Capital Advisors Ltd
Ohio
$5K
Osaic Holdings
73
Osaic Holdings
Arizona
$4.32K
AAP
74
Arax Advisory Partners
Colorado
$3.49K -$62 -1 -2%
UBS AM
75
UBS AM
Illinois
$3.36K +$3.4K +55 New

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.