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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
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 $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

Covestor's CZFS Position: Q1 2026 in Review

Covestor increased its Citizens Financial Services (CZFS) stake by 120% in Q1 2026, buying an estimated $371 and bringing the position to 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Covestor first reported a position in CZFS in Q1 2024 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Covestor held 11 shares of Citizens Financial Services worth $1K as of Q1 2026.
  • Covestor bought 6 Citizens Financial Services shares in Q1 2026, an estimated $371.
  • Citizens Financial Services made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2005 holding.
  • Covestor first reported a position in Citizens Financial Services in Q1 2024 and has held it in 8 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.