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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
Q2 		– Sell
-944
Closed -$57.7K – 2690
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 $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 $3.38T AUM 44.17% 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

MAI Capital Management's CZFS Position: Q2 2026 in Review

MAI Capital Management sold out of Citizens Financial Services (CZFS) in Q2 2026, closing a stake of 944 shares — an estimated $57.7K sold.

MAI Capital Management first reported a position in CZFS in Q4 2024 and held it in 6 quarters. The position peaked at $59.1K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • MAI Capital Management reported no remaining Citizens Financial Services position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 944 Citizens Financial Services shares in Q2 2026, an estimated $57.7K.
  • MAI Capital Management first reported a position in Citizens Financial Services in Q4 2024 and held it in 6 quarters.
  • 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 Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.