Citizens Financial Services Inc: which funds bought and sold
Institutions that bought and sold Citizens Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 41 institutions that filed 13F reports for both quarters added to or opened positions in Citizens Financial Services, and 24 cut or closed them. Together they added a net 85K shares, +6.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5,787 shares (−4.6%); index fund managers were net buyers of 37K shares (+4.2%). 6 opened a new position and 3 sold out entirely.
Bought, Q2 2026 41 institutions, 6 of them new holders Sold, Q2 2026 24 institutions, 3 of them sold out
Net change, all compared +85K shares (+6.1%)
Net change, active managers −5,787 shares (−4.6%), 4 bought, 6 sold
Buyers versus sellers
41 bought 25 24 sold
Active managers and hedge funds 4 bought · 6 sold · −5,787
Index fund managers 7 bought · 2 sold · +37K
Other institutions 30 bought · 16 sold · +54K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hudock, Inc. | +37K +91.5% | 78K | $5.7M |
| Blackrock, Inc. Index funds | +23K +7.0% | 355K | $25.7M |
| Geode Capital Management, LLC Index funds | +7,348 +6.5% | 120K | $8.7M |
| Quantinno Capital Management LP | +6,545 +47.3% | 20K | $1.5M |
| Raymond James Financial Inc | +6,221 New position | 6,221 | $450,679 |
| AQR Capital Management LLC Hedge fund | +5,588 +146.6% | 9,400 | $680,938 |
| Cambridge Investment Research Advisors, Inc. | +5,229 +105.0% | 10K | $740,000 |
| Vanguard Portfolio Management LLC Index funds | +5,199 +19.9% | 31K | $2.3M |
| Price T Rowe Associates Inc Active manager | +3,850 New position | 3,850 | $279,000 |
| Strs Ohio | +3,400 +53.1% | 9,800 | $709,912 |
| Dimensional Fund Advisors LP | +3,049 +10.7% | 32K | $2.3M |
| Wells Fargo & Company | +2,179 +36.5% | 8,153 | $590,604 |
| Russell Investments Group, Ltd. | +2,054 +537.7% | 2,436 | $176,464 |
| Citigroup Inc | +1,935 +634.4% | 2,240 | $162,265 |
| Citadel Advisors LLC Hedge fund | +1,832 +33.8% | 7,254 | $525,480 |
| Deutsche Bank Ag\ | +1,757 +63.8% | 4,510 | $326,704 |
| Vanguard Fiduciary Trust Co Index funds | +1,646 +5.4% | 32K | $2.3M |
| Charles Schwab Investment Management Inc Index funds | +1,080 +2.9% | 39K | $2.8M |
| Bank Of New York Mellon Corp | +913 +5.9% | 16K | $1.2M |
| Nuveen, LLC | +504 +7.0% | 7,703 | $558,005 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +5,588 +146.6% | 9,400 | $680,938 |
| Price T Rowe Associates Inc Active manager | +3,850 New position | 3,850 | $279,000 |
| Citadel Advisors LLC Hedge fund | +1,832 +33.8% | 7,254 | $525,480 |
| Bridgeway Capital Management, LLC Active manager | +240 +4.8% | 5,192 | $376,108 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Marshall Wace, LLP Hedge fund | −9,067 −49.9% | 9,108 | $659,785 |
| Morgan Stanley | −6,629 −51.8% | 6,166 | $446,666 |
| Goldman Sachs Group Inc | −5,616 −31.9% | 12K | $867,977 |
| Millennium Management LLC Hedge fund | −4,143 −53.4% | 3,609 | $261,436 |
| Squarepoint Ops LLC Hedge fund | −3,748 −36.4% | 6,560 | $475,206 |
| Nbt Bank, N.A. | −1,210 Sold out | 0 | — |
| Bank Of America Corp | −1,189 −14.8% | 6,828 | $494,620 |
| State Street Corp Index funds | −1,095 −1.2% | 93K | $6.7M |
| Mai Capital Management | −944 Sold out | 0 | — |
| Barclays PLC | −920 −25.2% | 2,731 | $197,833 |
| Vanguard Capital Management LLC Index funds | −912 −0.5% | 201K | $14.5M |
| Tower Research Capital LLC (TRC) | −811 −60.5% | 530 | $38,393 |
| UBS Group AG | −433 −13.9% | 2,684 | $194,429 |
| BNP Paribas Financial Markets | −397 −29.8% | 933 | $67,587 |
| Trexquant Investment LP Hedge fund | −247 −2.5% | 9,643 | $698,539 |
| Great Lakes Advisors, LLC | −235 −2.9% | 7,797 | $564,815 |
| California State Teachers Retirement System | −181 −73.9% | 64 | $4,636 |
| Eversource Wealth Advisors, LLC | −144 −98.0% | 3 | $217 |
| American Century Companies Inc Active manager | −78 −0.2% | 44K | $3.2M |
| Mirae Asset Global Etfs Holdings Ltd. | −68 −3.1% | 2,131 | $154,370 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Marshall Wace, LLP Hedge fund | −9,067 −49.9% | 9,108 | $659,785 |
| Millennium Management LLC Hedge fund | −4,143 −53.4% | 3,609 | $261,436 |
| Squarepoint Ops LLC Hedge fund | −3,748 −36.4% | 6,560 | $475,206 |
| Trexquant Investment LP Hedge fund | −247 −2.5% | 9,643 | $698,539 |
| American Century Companies Inc Active manager | −78 −0.2% | 44K | $3.2M |
| FMR LLC Active manager | −14 −3.7% | 360 | $26,078 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Raymond James Financial Inc | 6,221 | $450,679 |
| Price T Rowe Associates IncActive manager | 3,850 | $279,000 |
| Quarry LP | 69 | $4,998 |
| Integrated Wealth Concepts LLC | 30 | $2,171 |
| Larson Financial Group LLC | 25 | $1,811 |
| Silver Grove Financial Group, Inc. | 17 | $1,231 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Nbt Bank, N.A. | 1,210 | $73,992 |
| Mai Capital Management | 944 | $57,726 |
| Root Financial Partners, LLC | 2 | $122 |
Who holds the shares
- Institutions reporting
- 87
- Ten largest holders
- 75.2% of 13F-reported shares
- Index fund managers
- 61.5% of 13F-reported shares
- Active managers and hedge funds
- 8.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 4 | 6 | 1 | 0 | −5,787 | −4.6% |
| Index fund managers | 7 | 2 | 0 | 0 | +37K | +4.2% |
| Other institutions | 30 | 16 | 5 | 3 | +54K | +13.6% |
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