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Bailard’s Citizens Financial Services CZFS Stock Holding History

Bailard’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 		$345K Sell
5,645
-1,600
-22% -$98.9K 0.01% 555
2025
Q4 		$413K Buy
+7,245
New +$412K 0.01% 508

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 $680M AUM 18.73% 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

Bailard's CZFS Position: Q1 2026 in Review

Bailard reduced its Citizens Financial Services (CZFS) stake by 22% in Q1 2026, selling an estimated $98.9K and leaving 5,645 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #555.

Bailard first reported a position in CZFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $413K in Q4 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Bailard held 5,645 shares of Citizens Financial Services worth $345K as of Q1 2026.
  • Bailard sold 1,600 Citizens Financial Services shares in Q1 2026, an estimated $98.9K.
  • Citizens Financial Services made up 0.01% of Bailard's portfolio in Q1 2026, its #555 holding.
  • Bailard first reported a position in Citizens Financial Services in Q4 2025 and has held it in 2 quarters since.
  • Bailard's Citizens Financial Services position peaked at $413K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.