C
CZFS icon

Covestor’s Citizens Financial Services CZFS Stock Holding History

Covestor’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 		$1K Sell
8
-3
-27% -$198 ﹤0.01% 2107
2026
Q1 		$1K Buy
11
+6
+120% +$371 ﹤0.01% 2005
2025
Q4 		$0 Sell
5
-11
-69% -$626 ﹤0.01% 2338
2025
Q3 		$1K Buy
16
+3
+23% +$179 ﹤0.01% 2042
2025
Q2 		$1K Buy
+13
New +$748 ﹤0.01% 1964
2025
Q1 		– Sell
-11
Closed -$656 – 2308
2024
Q4 		$1K Buy
11
+1
+10% +$64 ﹤0.01% 2013
2024
Q3 		$1K Sell
10
-3
-23% -$151 ﹤0.01% 1934
2024
Q2 		$1K Buy
13
+10
+333% +$429 ﹤0.01% 1965
2024
Q1 		$0 Buy
+3
New +$152 ﹤0.01% 2314

Other funds holding CZFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Covestor's CZFS Position: Q2 2026 in Review

Covestor reduced its Citizens Financial Services (CZFS) stake by 27% in Q2 2026, selling an estimated $198 and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Covestor first reported a position in CZFS in Q1 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Covestor held 8 shares of Citizens Financial Services worth $1K as of Q2 2026.
  • Covestor sold 3 Citizens Financial Services shares in Q2 2026, an estimated $198.
  • Citizens Financial Services made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2107 holding.
  • Covestor first reported a position in Citizens Financial Services in Q1 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.