undamentalytics Newsletter

Citizens & Northern Corp: which funds bought and sold

Institutions that bought and sold Citizens & Northern 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, 48 institutions that filed 13F reports for both quarters added to or opened positions in Citizens & Northern, and 36 cut or closed them. Together they added a net 454K shares, +8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2,443 shares (−0.5%); index fund managers were net buyers of 308K shares (+10.0%). 9 opened a new position and 9 sold out entirely.

Bought, Q2 2026 48 institutions, 9 of them new holders Sold, Q2 2026 36 institutions, 9 of them sold out
Net change, all compared +454K shares (+8.2%)
Net change, active managers −2,443 shares (−0.5%), 7 bought, 8 sold

Buyers versus sellers

institutions compared, 103
Active managers and hedge funds 7 bought · 8 sold · −2,443
Index fund managers 9 bought · 0 sold · +308K
Other institutions 32 bought · 28 sold · +148K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +171K +14.4% 1.4M $31.7M
Logan Capital Management Inc +60K New position 60K $1.4M
Citadel Advisors LLC Hedge fund +52K +229.8% 74K $1.7M
Qube Research & Technologies Ltd Hedge fund +48K New position 48K $1.1M
Vanguard Portfolio Management LLC Index funds +47K +47.7% 146K $3.4M
Vanguard Capital Management LLC Index funds +37K +5.0% 762K $17.8M
Morgan Stanley +33K +116.5% 61K $1.4M
Geode Capital Management, LLC Index funds +31K +7.3% 451K $10.5M
Wealth Enhancement Advisory Services, LLC +29K New position 29K $663,765
Two Sigma Investments, LP Hedge fund +19K +41.2% 64K $1.5M
Dimensional Fund Advisors LP +17K +2.7% 637K $14.9M
Quantinno Capital Management LP +15K +50.3% 46K $1.1M
UBS Group AG +13K +372.3% 16K $376,970
Northern Trust Corp Index funds +12K +8.7% 150K $3.5M
Occudo Quantitative Strategies LP +11K New position 11K $245,314
Mercer Global Advisors Inc +10K New position 10K $235,781
American Century Companies Inc Active manager +8,075 +44.4% 26K $612,191
Bank Of New York Mellon Corp +7,947 +6.9% 123K $2.9M
Wells Fargo & Company +7,749 +98.9% 16K $363,193
Hudock, Inc. +7,650 +17.7% 51K $1.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Segall Bryant & Hamill, LLC Active manager −67K Sold out 0 —
Goldman Sachs Group Inc −34K −58.8% 24K $549,440
Alliancebernstein L.P. Active manager −33K −64.9% 18K $392,335
Creative Planning −15K Sold out 0 —
Marshall Wace, LLP Hedge fund −14K Sold out 0 —
Franklin Resources Inc Active manager −11K Sold out 0 —
Citizens & Northern Corp −10K −2.9% 349K $8.1M
Invesco Ltd. −9,397 −36.9% 16K $375,081
Squarepoint Ops LLC Hedge fund −7,784 −12.9% 53K $1.2M
Stone House Investment Management, LLC −7,283 −12.9% 49K $1.1M
Martingale Asset Management L P Active manager −5,600 −38.3% 9,019 $210,233
Mai Capital Management −3,025 Sold out 0 —
Bank Of America Corp −2,579 −14.1% 16K $366,713
Ivc Wealth Advisors LLC −1,956 −3.5% 55K $1.3M
BNP Paribas Financial Markets −1,540 −38.7% 2,435 $56,760
Barclays PLC −1,535 −37.7% 2,538 $59,161
Connor, Clark & Lunn Investment Management Ltd. −1,389 −3.2% 42K $977,435
Tower Research Capital LLC (TRC) −1,106 −33.4% 2,201 $51,305
Osaic Holdings, Inc. −933 −55.6% 745 $17,366
Cetera Investment Advisers −840 −1.8% 46K $1.1M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Segall Bryant & Hamill, LLCActive manager 67K $1.5M
Creative Planning 15K $339,316
Marshall Wace, LLPHedge fund 14K $321,965
Franklin Resources IncActive manager 11K $239,440
Mai Capital Management 3,025 $67,579
Atlantic Union Bankshares Corp 782 $17,470
Advisory Services Network, LLC 547 $12,220
Albion Financial Group 515 $11,506
Root Financial Partners, LLC 13 $290

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
94
Ten largest holders
74.3%
of 13F-reported shares
Index fund managers
57.0%
of 13F-reported shares
Active managers and hedge funds
7.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 7 8 1 3 −2,443 −0.5%
Index fund managers 9 0 0 0 +308K +10.0%
Other institutions 32 28 8 6 +148K +7.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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