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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
Q2 		$2.97K Buy
41
+18
+78% +$1.19K ﹤0.01% 4358
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's CZFS Position: Q2 2026 in Review

Allworth Financial increased its Citizens Financial Services (CZFS) stake by 78% in Q2 2026, buying an estimated $1.19K and bringing the position to 41 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4358.

Allworth Financial first reported a position in CZFS in Q3 2024 and has held it in 5 quarters since. The position peaked at $12.2K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Allworth Financial held 41 shares of Citizens Financial Services worth $2.97K as of Q2 2026.
  • Allworth Financial bought 18 Citizens Financial Services shares in Q2 2026, an estimated $1.19K.
  • Citizens Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4358 holding.
  • Allworth Financial first reported a position in Citizens Financial Services in Q3 2024 and has held it in 5 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 Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.