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
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 $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 $680M AUM 18.73% 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

Invesco's CZFS Position: Q1 2026 in Review

Invesco reduced its Citizens Financial Services (CZFS) stake by 3.8% in Q1 2026, selling an estimated $11.8K and leaving 4,782 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Invesco first reported a position in CZFS in Q2 2023 and has held it in 11 quarters since. The position peaked at $760K in Q2 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Invesco held 4,782 shares of Citizens Financial Services worth $292K as of Q1 2026.
  • Invesco sold 191 Citizens Financial Services shares in Q1 2026, an estimated $11.8K.
  • Citizens Financial Services made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3349 holding.
  • Invesco first reported a position in Citizens Financial Services in Q2 2023 and has held it in 11 quarters since.
  • Invesco's Citizens Financial Services position peaked at $760K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.