Invesco
CZFS icon

Invesco’s Citizens Financial Services CZFS Stock Holding History

Invesco’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 		$351K Buy
4,846
+64
+1% +$4.22K ﹤0.01% 3388
2026
Q1 		$292K Sell
4,782
-191
-4% -$11.8K ﹤0.01% 3349
2025
Q4 		$284K Sell
4,973
-1,466
-23% -$83.4K ﹤0.01% 3403
2025
Q3 		$388K Sell
6,439
-1,034
-14% -$61.8K ﹤0.01% 3324
2025
Q2 		$439K Sell
7,473
-842
-10% -$48.4K ﹤0.01% 3213
2025
Q1 		$478K Sell
8,315
-1,144
-12% -$68.2K ﹤0.01% 3166
2024
Q4 		$593K Buy
9,459
+125
+1% +$7.97K ﹤0.01% 3166
2024
Q3 		$543K Sell
9,334
-7,751
-45% -$389K ﹤0.01% 3202
2024
Q2 		$760K Buy
17,085
+4,339
+34% +$186K ﹤0.01% 3081
2024
Q1 		$615K Buy
+12,746
New +$647K ﹤0.01% 3228
2023
Q4 		– Sell
-4,527
Closed -$213K – 3843
2023
Q3 		$213K Buy
4,527
+1,553
+52% +$91.4K ﹤0.01% 3572
2023
Q2 		$217K Buy
+2,974
New +$242K ﹤0.01% 3589

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

Invesco's CZFS Position: Q2 2026 in Review

Invesco increased its Citizens Financial Services (CZFS) stake by 1.3% in Q2 2026, buying an estimated $4.22K and bringing the position to 4,846 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Invesco first reported a position in CZFS in Q2 2023 and has held it in 12 quarters since. The position peaked at $760K in Q2 2024. 88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Invesco held 4,846 shares of Citizens Financial Services worth $351K as of Q2 2026.
  • Invesco bought 64 Citizens Financial Services shares in Q2 2026, an estimated $4.22K.
  • Citizens Financial Services made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3388 holding.
  • Invesco first reported a position in Citizens Financial Services in Q2 2023 and has held it in 12 quarters since.
  • Invesco's Citizens Financial Services position peaked at $760K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.