AllianceBernstein
CZFS icon

AllianceBernstein’s Citizens Financial Services CZFS Stock Holding History

AllianceBernstein’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,943
Closed -$420K – 3187
2023
Q3 		$420K Sell
8,943
-28,500
-76% -$1.68M ﹤0.01% 2657
2023
Q2 		$2.73M Buy
+37,443
New +$3.05M ﹤0.01% 1731

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AllianceBernstein's CZFS Position: Q4 2023 in Review

AllianceBernstein sold out of Citizens Financial Services (CZFS) in Q4 2023, closing a stake of 8,943 shares — an estimated $420K sold.

AllianceBernstein first reported a position in CZFS in Q2 2023 and held it in 2 quarters. The position peaked at $2.73M in Q2 2023. 46 funds tracked by Wall St. Rank hold CZFS as of Q4 2023.

  • AllianceBernstein reported no remaining Citizens Financial Services position as of Q4 2023 after selling out during the quarter.
  • AllianceBernstein sold 8,943 Citizens Financial Services shares in Q4 2023, an estimated $420K.
  • AllianceBernstein first reported a position in Citizens Financial Services in Q2 2023 and held it in 2 quarters.
  • AllianceBernstein's Citizens Financial Services position peaked at $2.73M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Citizens Financial Services as of Q4 2023.

Based on AllianceBernstein's 13F filing for Q4 2023, filed 14 Feb 2024.