Commonwealth Equity Services
CZFS icon

Commonwealth Equity Services’s Citizens Financial Services CZFS Stock Holding History

Commonwealth Equity Services’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 		$264K Hold
3,642
– – ﹤0.01% 3874
2026
Q1 		$223K Sell
3,642
-301
-8% -$18.6K ﹤0.01% 3907
2025
Q4 		$225K Sell
3,943
-182
-4% -$10.4K ﹤0.01% 3882
2025
Q3 		$249K Sell
4,125
-26
-0.6% -$1.55K ﹤0.01% 3787
2025
Q2 		$244K Buy
4,151
+108
+3% +$6.21K ﹤0.01% 3771
2025
Q1 		$232K Buy
4,043
+5
+0.1% +$298 ﹤0.01% 3718
2024
Q4 		$253K Sell
4,038
-19
-0.5% -$1.21K ﹤0.01% 3567
2024
Q3 		$236K Sell
4,057
-1,993
-33% -$100K ﹤0.01% 3559
2024
Q2 		$269K Sell
6,050
-128
-2% -$5.49K ﹤0.01% 3393
2024
Q1 		$298K Hold
6,178
– – ﹤0.01% 3282
2023
Q4 		$392K Buy
6,178
+27
+0.4% +$1.45K ﹤0.01% 2941
2023
Q3 		$289K Buy
6,151
+344
+6% +$20.2K ﹤0.01% 3068
2023
Q2 		$424K Buy
5,807
+533
+10% +$43.3K ﹤0.01% 2759
2023
Q1 		$427 Sell
5,274
-327
-6% -$25.5K ﹤0.01% 2686
2022
Q4 		$417K Buy
5,601
+857
+18% +$59.4K ﹤0.01% 2616
2022
Q3 		$323K Sell
4,744
-1,014
-18% -$73.6K ﹤0.01% 2760
2022
Q2 		$391K Buy
+5,758
New +$383K ﹤0.01% 2601

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services's CZFS Position: Q2 2026 in Review

Commonwealth Equity Services held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 3,642 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Commonwealth Equity Services first reported a position in CZFS in Q2 2022 and has held it in 17 quarters since. The position peaked at $424K in Q2 2023. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Commonwealth Equity Services held 3,642 shares of Citizens Financial Services worth $264K as of Q2 2026.
  • Commonwealth Equity Services left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3874 holding.
  • Commonwealth Equity Services first reported a position in Citizens Financial Services in Q2 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Citizens Financial Services position peaked at $424K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.