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Allworth Financial’s Citizens Financial Services CZFS Stock Holding History

Allworth Financial’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
2026
Q1 		$1.41K Buy
+23
New +$1.42K ﹤0.01% 4462
2025
Q4 		– Sell
-1
Closed -$61 – 5073
2025
Q3 		$61 Buy
+1
New +$60 ﹤0.01% 4729
2025
Q1 		– Sell
-206
Closed -$12.2K – 4089
2024
Q4 		$12.2K Hold
206
– – ﹤0.01% 2356
2024
Q3 		$12K Buy
+206
New +$10.3K ﹤0.01% 2189

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Allworth Financial's CZFS Position: Q1 2026 in Review

Allworth Financial opened a new position in Citizens Financial Services (CZFS) in Q1 2026: 23 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #4462 among its holdings. This is a return to the name: Allworth Financial previously reported a position in CZFS as recently as Q3 2025.

Allworth Financial first reported a position in CZFS in Q3 2024 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Allworth Financial held 23 shares of Citizens Financial Services worth $1.41K as of Q1 2026.
  • Citizens Financial Services was a new Allworth Financial position in Q1 2026.
  • Citizens Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4462 holding.
  • Allworth Financial first reported a position in Citizens Financial Services in Q3 2024 and has held it in 4 quarters since.
  • Allworth Financial's Citizens Financial Services position peaked at $12.2K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.