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
Q2 		$447K Sell
6,166
-6,629
-52% -$437K ﹤0.01% 5600
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
-408
-5% -$20.7K ﹤0.01% 5481
2023
Q4 		$483K Buy
7,608
+5,396
+244% +$290K ﹤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 $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

Morgan Stanley's CZFS Position: Q2 2026 in Review

Morgan Stanley reduced its Citizens Financial Services (CZFS) stake by 52% in Q2 2026, selling an estimated $437K and leaving 6,166 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #5600.

Morgan Stanley first reported a position in CZFS in Q2 2022 and has held it in 17 quarters since. The position peaked at $863K in Q3 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Morgan Stanley held 6,166 shares of Citizens Financial Services worth $447K as of Q2 2026.
  • Morgan Stanley sold 6,629 Citizens Financial Services shares in Q2 2026, an estimated $437K.
  • Citizens Financial Services made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5600 holding.
  • Morgan Stanley first reported a position in Citizens Financial Services in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's Citizens Financial Services position peaked at $863K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.