Follow-The-Filings

Security

Citizens Finl Svcs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

5 owners 1 new max 0.0% (Vanguard Group Inc.)

owners 5
max % 0.0%
tracked value $17M
qoq N 1 A 2 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 253,399 $14M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 18,175 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 7,752 $474 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 5,422 $332 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% New 0.0% 3,812 $233 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.97M $9.61M $9.88M
Gross profit
Gross margin
Net income $17.81M $27.82M $36.57M
Net margin * 198.5% 289.5% 370.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $2.98B $3.03B $3.06B
Total current liabilities
Total non-current liabilities
Total equity $279.67M $299.73M $338.05M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $26.54M $33.18M $36.53M
Cash from investing $59.46M -$69.07M -$40.08M
Cash from financing -$59.4M $25.28M -$4.37M
Net change in cash * $26.61M -$10.62M -$7.91M

ownership over time

filing count by report period · click a bar for that quarter’s holders