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Coldstream Capital Management’s Citizens Financial Services CZFS Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-220
Closed -$12.7K – 1664
2025
Q1 		$12.7K Buy
+220
New +$13.1K ﹤0.01% 2287

Other funds holding CZFS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Coldstream Capital Management's CZFS Position: Q2 2025 in Review

Coldstream Capital Management sold out of Citizens Financial Services (CZFS) in Q2 2025, closing a stake of 220 shares — an estimated $12.7K sold.

Coldstream Capital Management first reported a position in CZFS in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 71 funds tracked by Wall St. Rank hold CZFS as of Q2 2025.

  • Coldstream Capital Management reported no remaining Citizens Financial Services position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 220 Citizens Financial Services shares in Q2 2025, an estimated $12.7K.
  • Coldstream Capital Management first reported a position in Citizens Financial Services in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Citizens Financial Services position peaked at $12.7K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.