Bank of New York Mellon
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Bank of New York Mellon’s Citizens Financial Services CZFS Stock Holding History

Bank of New York Mellon’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 		$1.19M Buy
16,376
+913
+6% +$60.2K ﹤0.01% 3262
2026
Q1 		$946K Sell
15,463
-4,186
-21% -$259K ﹤0.01% 3239
2025
Q4 		$1.12M Buy
19,649
+5,600
+40% +$319K ﹤0.01% 3170
2025
Q3 		$847K Buy
14,049
+496
+4% +$29.7K ﹤0.01% 3307
2025
Q2 		$796K Buy
13,553
+512
+4% +$29.5K ﹤0.01% 3246
2025
Q1 		$750K Sell
13,041
-620
-5% -$36.9K ﹤0.01% 3220
2024
Q4 		$856K Sell
13,661
-6,499
-32% -$414K ﹤0.01% 3247
2024
Q3 		$1.17M Sell
20,160
-3,839
-16% -$193K ﹤0.01% 3046
2024
Q2 		$1.07M Buy
23,999
+4,217
+21% +$181K ﹤0.01% 3162
2024
Q1 		$954K Sell
19,782
-811
-4% -$41.1K ﹤0.01% 3178
2023
Q4 		$1.31M Buy
20,593
+6,070
+42% +$326K ﹤0.01% 3049
2023
Q3 		$682K Sell
14,523
-299
-2% -$17.6K ﹤0.01% 3394
2023
Q2 		$1.08M Buy
14,822
+11,729
+379% +$954K ﹤0.01% 3155
2023
Q1 		$251K Buy
+3,093
New +$241K ﹤0.01% 3822

Other funds holding CZFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Bank of New York Mellon's CZFS Position: Q2 2026 in Review

Bank of New York Mellon increased its Citizens Financial Services (CZFS) stake by 5.9% in Q2 2026, buying an estimated $60.2K and bringing the position to 16,376 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Bank of New York Mellon first reported a position in CZFS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2023. 35 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Bank of New York Mellon held 16,376 shares of Citizens Financial Services worth $1.19M as of Q2 2026.
  • Bank of New York Mellon bought 913 Citizens Financial Services shares in Q2 2026, an estimated $60.2K.
  • Citizens Financial Services made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3262 holding.
  • Bank of New York Mellon first reported a position in Citizens Financial Services in Q1 2023 and has held it in 14 quarters since.
  • Bank of New York Mellon's Citizens Financial Services position peaked at $1.31M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.