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Cyndeo Wealth Partners’s Citizens Financial Services CZFS Stock Holding History

Cyndeo Wealth Partners’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 		$996K Buy
16,293
+108
+0.7% +$6.67K 0.05% 237
2025
Q4 		$923K Buy
+16,185
New +$921K 0.05% 246

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 $680M AUM 18.73% 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

Cyndeo Wealth Partners's CZFS Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Citizens Financial Services (CZFS) stake by 0.67% in Q1 2026, buying an estimated $6.67K and bringing the position to 16,293 shares worth $996K. The position accounts for 0.05% of the portfolio, ranked #237.

Cyndeo Wealth Partners first reported a position in CZFS in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Cyndeo Wealth Partners held 16,293 shares of Citizens Financial Services worth $996K as of Q1 2026.
  • Cyndeo Wealth Partners bought 108 Citizens Financial Services shares in Q1 2026, an estimated $6.67K.
  • Citizens Financial Services made up 0.05% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #237 holding.
  • Cyndeo Wealth Partners first reported a position in Citizens Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.