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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
Q2 		$1.23K Hold
17
– – ﹤0.01% 2152
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

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

Essential Partners's CZFS Position: Q2 2026 in Review

Essential Partners held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 17 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Essential Partners first reported a position in CZFS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88K in Q4 2025. 88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Essential Partners held 17 shares of Citizens Financial Services worth $1.23K as of Q2 2026.
  • Essential Partners left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2152 holding.
  • Essential Partners first reported a position in Citizens Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Citizens Financial Services position peaked at $1.88K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.