AssetMark Inc’s Citizens Financial Services CZFS Stock Holding History

AssetMark Inc’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 Q3	$1.49K	Buy	+19	New	+$1.49K	﹤0.01%	3134

Other funds holding CZFS

Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

AssetMark Inc's CZFS Position: Q3 2026 in Review

AssetMark Inc opened a new position in Citizens Financial Services (CZFS) in Q3 2026: 19 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #3134 among its holdings.

41 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

AssetMark Inc held 19 shares of Citizens Financial Services worth $1.49K as of Q3 2026.
Citizens Financial Services was a new AssetMark Inc position in Q3 2026.
Citizens Financial Services made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3134 holding.
41 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.