Bank of America
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Bank of America’s Citizens Financial Services CZFS Stock Holding History

Bank of America’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 		$490K Buy
8,017
+3,280
+69% +$203K ﹤0.01% 4909
2025
Q4 		$270K Buy
4,737
+1,852
+64% +$105K ﹤0.01% 5199
2025
Q3 		$174K Sell
2,885
-1,895
-40% -$113K ﹤0.01% 6350
2025
Q2 		$281K Buy
4,780
+1,293
+37% +$74.4K ﹤0.01% 6020
2025
Q1 		$200K Sell
3,487
-1,682
-33% -$100K ﹤0.01% 6172
2024
Q4 		$324K Buy
5,169
+1,614
+45% +$103K ﹤0.01% 5833
2024
Q3 		$207K Buy
3,555
+65
+2% +$3.27K ﹤0.01% 5983
2024
Q2 		$155K Buy
3,490
+1,479
+74% +$63.4K ﹤0.01% 6025
2024
Q1 		$97K Sell
2,011
-3,847
-66% -$195K ﹤0.01% 6248
2023
Q4 		$372K Sell
5,858
-1,413
-19% -$75.9K ﹤0.01% 5709
2023
Q3 		$342K Buy
7,271
+1,952
+37% +$115K ﹤0.01% 5572
2023
Q2 		$388K Sell
5,319
-1,916
-26% -$156K ﹤0.01% 5441
2023
Q1 		$587K Buy
7,235
+5,583
+338% +$435K ﹤0.01% 5276
2022
Q4 		$123K Sell
1,652
-20
-1% -$1.39K ﹤0.01% 6153
2022
Q3 		$114K Buy
1,672
+20
+1% +$1.45K ﹤0.01% 6280
2022
Q2 		$112K Buy
+1,652
New +$110K ﹤0.01% 6413

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

Bank of America's CZFS Position: Q1 2026 in Review

Bank of America increased its Citizens Financial Services (CZFS) stake by 69% in Q1 2026, buying an estimated $203K and bringing the position to 8,017 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #4909.

Bank of America first reported a position in CZFS in Q2 2022 and has held it in 16 quarters since. The position peaked at $587K in Q1 2023. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Bank of America held 8,017 shares of Citizens Financial Services worth $490K as of Q1 2026.
  • Bank of America bought 3,280 Citizens Financial Services shares in Q1 2026, an estimated $203K.
  • Citizens Financial Services made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4909 holding.
  • Bank of America first reported a position in Citizens Financial Services in Q2 2022 and has held it in 16 quarters since.
  • Bank of America's Citizens Financial Services position peaked at $587K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.