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Great Lakes Advisors’s Citizens Financial Services CZFS Stock Holding History

Great Lakes Advisors’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 		$491K Sell
8,032
-1,085
-12% -$67K ﹤0.01% 596
2025
Q4 		$520K Sell
9,117
-1,120
-11% -$63.7K ﹤0.01% 604
2025
Q3 		$617K Sell
10,237
-698
-6% -$41.7K 0.01% 586
2025
Q2 		$642K Sell
10,935
-103
-0.9% -$5.92K 0.01% 578
2025
Q1 		$634K Sell
11,038
-38
-0.3% -$2.27K 0.01% 575
2024
Q4 		$694K Buy
11,076
+5
+0% +$319 0.01% 618
2024
Q3 		$644K Buy
11,071
+1,023
+10% +$51.4K 0.01% 627
2024
Q2 		$447K Buy
+10,048
New +$431K ﹤0.01% 673

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

Great Lakes Advisors's CZFS Position: Q1 2026 in Review

Great Lakes Advisors reduced its Citizens Financial Services (CZFS) stake by 12% in Q1 2026, selling an estimated $67K and leaving 8,032 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Great Lakes Advisors first reported a position in CZFS in Q2 2024 and has held it in 8 quarters since. The position peaked at $694K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Great Lakes Advisors held 8,032 shares of Citizens Financial Services worth $491K as of Q1 2026.
  • Great Lakes Advisors sold 1,085 Citizens Financial Services shares in Q1 2026, an estimated $67K.
  • Citizens Financial Services made up ﹤0.01% of Great Lakes Advisors's portfolio in Q1 2026, its #596 holding.
  • Great Lakes Advisors first reported a position in Citizens Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Great Lakes Advisors's Citizens Financial Services position peaked at $694K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.