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MAI Capital Management’s Citizens Financial Services CZFS Stock Holding History

MAI Capital Management’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 		$57.7K Buy
944
+2
+0.2% +$124 ﹤0.01% 2151
2025
Q4 		$53.7K Buy
942
+1
+0.1% +$57 ﹤0.01% 1970
2025
Q3 		$56.7K Sell
941
-2
-0.2% -$120 ﹤0.01% 1851
2025
Q2 		$55.4K Hold
943
– – ﹤0.01% 1798
2025
Q1 		$54.2K Hold
943
– – ﹤0.01% 1700
2024
Q4 		$59.1K Buy
+943
New +$60.1K ﹤0.01% 1679

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

MAI Capital Management's CZFS Position: Q1 2026 in Review

MAI Capital Management increased its Citizens Financial Services (CZFS) stake by 0.21% in Q1 2026, buying an estimated $124 and bringing the position to 944 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

MAI Capital Management first reported a position in CZFS in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.1K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • MAI Capital Management held 944 shares of Citizens Financial Services worth $57.7K as of Q1 2026.
  • MAI Capital Management bought 2 Citizens Financial Services shares in Q1 2026, an estimated $124.
  • Citizens Financial Services made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2151 holding.
  • MAI Capital Management first reported a position in Citizens Financial Services in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Citizens Financial Services position peaked at $59.1K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.