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Amalgamated Bank’s Citizens Financial Services CZFS Stock Holding History

Amalgamated Bank’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 		– Sell
-142
Closed -$8K – 1930
2025
Q4 		$8K Sell
142
-6
-4% -$341 ﹤0.01% 2507
2025
Q3 		$9K Hold
148
– – ﹤0.01% 2508
2025
Q2 		$9K Hold
148
– – ﹤0.01% 2472
2025
Q1 		$9K Hold
148
– – ﹤0.01% 2411
2024
Q4 		$9K Hold
148
– – ﹤0.01% 2470
2024
Q3 		$9K Hold
148
– – ﹤0.01% 2491
2024
Q2 		$7K Sell
148
-1
-0.7% -$43 ﹤0.01% 2602
2024
Q1 		$7K Sell
149
-283
-66% -$14.4K ﹤0.01% 2569
2023
Q4 		$27K Sell
432
-44
-9% -$2.36K ﹤0.01% 2513
2023
Q3 		$22K Hold
476
– – ﹤0.01% 2609
2023
Q2 		$35K Buy
+476
New +$38.7K ﹤0.01% 2466

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

Amalgamated Bank's CZFS Position: Q1 2026 in Review

Amalgamated Bank sold out of Citizens Financial Services (CZFS) in Q1 2026, closing a stake of 142 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in CZFS in Q2 2023 and held it in 11 quarters. The position peaked at $35K in Q2 2023. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Amalgamated Bank reported no remaining Citizens Financial Services position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 142 Citizens Financial Services shares in Q1 2026, an estimated $8K.
  • Amalgamated Bank first reported a position in Citizens Financial Services in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Citizens Financial Services position peaked at $35K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.