Morgan Stanley
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Morgan Stanley’s Citizens Financial Services CZFS Stock Holding History

Morgan Stanley’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 		$782K Buy
12,795
+6,389
+100% +$395K ﹤0.01% 5273
2025
Q4 		$365K Buy
6,406
+875
+16% +$49.8K ﹤0.01% 5673
2025
Q3 		$333K Sell
5,531
-3,685
-40% -$220K ﹤0.01% 5682
2025
Q2 		$541K Buy
9,216
+471
+5% +$27.1K ﹤0.01% 5430
2025
Q1 		$503K Sell
8,745
-4,515
-34% -$269K ﹤0.01% 5322
2024
Q4 		$831K Sell
13,260
-1,582
-11% -$101K ﹤0.01% 5176
2024
Q3 		$863K Buy
14,842
+7,152
+93% +$359K ﹤0.01% 5125
2024
Q2 		$342K Buy
7,690
+490
+7% +$21K ﹤0.01% 5459
2024
Q1 		$347K Sell
7,200
-8,016
-53% -$407K ﹤0.01% 5481
2023
Q4 		$965K Buy
15,216
+13,004
+588% +$699K ﹤0.01% 5313
2023
Q3 		$104K Sell
2,212
-3,051
-58% -$180K ﹤0.01% 5874
2023
Q2 		$384K Buy
5,263
+4,190
+390% +$341K ﹤0.01% 5349
2023
Q1 		$87K Buy
1,073
+777
+263% +$60.6K ﹤0.01% 6070
2022
Q4 		$22K Buy
296
+1
+0.3% +$69 ﹤0.01% 6650
2022
Q3 		$20K Hold
295
– – ﹤0.01% 6791
2022
Q2 		$20K Buy
+295
New +$19.6K ﹤0.01% 6982

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

Morgan Stanley's CZFS Position: Q1 2026 in Review

Morgan Stanley increased its Citizens Financial Services (CZFS) stake by 100% in Q1 2026, buying an estimated $395K and bringing the position to 12,795 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #5273.

Morgan Stanley first reported a position in CZFS in Q2 2022 and has held it in 16 quarters since. The position peaked at $965K in Q4 2023. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Morgan Stanley held 12,795 shares of Citizens Financial Services worth $782K as of Q1 2026.
  • Morgan Stanley bought 6,389 Citizens Financial Services shares in Q1 2026, an estimated $395K.
  • Citizens Financial Services made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5273 holding.
  • Morgan Stanley first reported a position in Citizens Financial Services in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Citizens Financial Services position peaked at $965K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.