Marshall Wace
CZFS icon

Marshall Wace’s Citizens Financial Services CZFS Stock Holding History

Marshall Wace’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 		$660K Sell
9,108
-9,067
-50% -$598K ﹤0.01% 2399
2026
Q1 		$1.11M Buy
18,175
+10,779
+146% +$666K ﹤0.01% 2088
2025
Q4 		$422K Buy
+7,396
New +$421K ﹤0.01% 2311

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

Marshall Wace's CZFS Position: Q2 2026 in Review

Marshall Wace reduced its Citizens Financial Services (CZFS) stake by 50% in Q2 2026, selling an estimated $598K and leaving 9,108 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Marshall Wace first reported a position in CZFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Marshall Wace held 9,108 shares of Citizens Financial Services worth $660K as of Q2 2026.
  • Marshall Wace sold 9,067 Citizens Financial Services shares in Q2 2026, an estimated $598K.
  • Citizens Financial Services made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2399 holding.
  • Marshall Wace first reported a position in Citizens Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Marshall Wace's Citizens Financial Services position peaked at $1.11M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.