Connor, Clark & Lunn Investment Management (CC&L)
CZFS icon

Connor, Clark & Lunn Investment Management (CC&L)’s Citizens Financial Services CZFS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$379K Buy
6,196
+749
+14% +$46.3K ﹤0.01% 1363
2025
Q4 		$311K Buy
5,447
+1,087
+25% +$61.8K ﹤0.01% 1385
2025
Q3 		$263K Buy
+4,360
New +$261K ﹤0.01% 1380

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

Connor, Clark & Lunn Investment Management (CC&L)'s CZFS Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Citizens Financial Services (CZFS) stake by 14% in Q1 2026, buying an estimated $46.3K and bringing the position to 6,196 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CZFS in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 6,196 shares of Citizens Financial Services worth $379K as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 749 Citizens Financial Services shares in Q1 2026, an estimated $46.3K.
  • Citizens Financial Services made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1363 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Citizens Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.