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EP
Essential Partners’s
Citizens Financial Services
CZFS
Stock Holding History
Essential 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
$1.04K
Sell
17
-16
-48%
-$989
﹤0.01%
2233
2025
Q4
$1.88K
Buy
33
+5
+18%
+$284
﹤0.01%
1826
2025
Q3
$1.69K
Buy
28
+26
+1,300%
+$1.55K
﹤0.01%
1851
2025
Q2
$117
Buy
+2
New
+$115
﹤0.01%
2042
Other funds holding CZFS
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30.48%
1-Year Est. Return
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$4.04T AUM
CNC
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$401M AUM
21.13%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
HI
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$680M AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
VFT
Vanguard Fiduciary Trust
Malvern, Pennsylvania
$396B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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