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CZFS
Citizens Financial Services, Inc.• Banking
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
24
Partial Q3 2026
Total 13F value
$11.1M
Filed positions so far
New positions
7
This quarter
Sold positions
3
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Hudock, Inc. | $6.3M | 79.6K | 0.79% | +1.9% |
Cyndeo Wealth Partners, Llc | $1.3M | 16.3K | 0.06% | -0.7% |
Strs Ohio | $888K | 11.3K | 0.00% | +15.3% |
Lawood & Co | $843K | 10.7K | 0.58% | Unchanged |
Cambridge Investment Research Advisors, Inc. | $418K | 5.3K | 0.00% | +4.1% |
Bankchampaign, National Association | $399K | 5.1K | 0.33% | New Position |
Creative Planning | $345K | 4.4K | 0.00% | New Position |
Commonwealth Equity Services, Llc | $286K | 3.6K | 0.00% | Unchanged |
Farther Finance Advisors, Llc | $172K | 2.2K | 0.00% | +1.4% |
Ifp Advisors, Inc | $70K | 889 | 0.00% | +429.2% |
Nisa Investment Advisors, Llc | $56K | 716 | 0.00% | Unchanged |
Gamma Investing Llc | $13K | 162 | 0.00% | +46.0% |
Versant Capital Management, Inc | $8K | 97 | 0.00% | Unchanged |
Sterling Capital Management Llc | $8K | 96 | 0.00% | +10.3% |
Capital Advisors, Ltd. Llc | $7K | 83 | 0.00% | Unchanged |
Lynch Investment Planning, Llc | $4K | 51 | 0.00% | New Position |
Pension & Wealth Management Advisors, Inc. | $3K | 33 | 0.00% | New Position |
Fortitude Family Office, Llc | $3K | 32 | 0.00% | Unchanged |
Sjs Investment Consulting Inc. | $2K | 27 | 0.00% | New Position |
Assetmark, Inc | $1K | 19 | 0.00% | New Position |
Essential Partners Llc | $1K | 17 | 0.00% | Unchanged |
Covestor Ltd | $1K | 15 | 0.00% | +87.5% |
Root Financial Partners, Llc | $707 | 9 | 0.00% | New Position |
True Wealth Design, Llc | $158 | 2 | 0.00% | Unchanged |