Integrated Wealth Concepts’s Citizens Financial Services CZFS Stock Holding History

Integrated Wealth Concepts’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	$2.17K	Buy	+30	New	+$1.98K	﹤0.01%	5327

Other funds holding CZFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Integrated Wealth Concepts's CZFS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Citizens Financial Services (CZFS) in Q2 2026: 30 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #5327 among its holdings.

88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

Integrated Wealth Concepts held 30 shares of Citizens Financial Services worth $2.17K as of Q2 2026.
Citizens Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
Citizens Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5327 holding.
88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.