NB
CZFS icon

NBT Bank’s Citizens Financial Services CZFS Stock Holding History

NBT Bank’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
-1,210
Closed -$74K – 1094
2026
Q1 		$74K Buy
1,210
+1,153
+2,023% +$71.2K ﹤0.01% 467
2025
Q4 		$69K Sell
57
-3
-5% -$171 ﹤0.01% 469
2025
Q3 		$72.9K Sell
60
-1,150
-95% -$68.8K ﹤0.01% 462
2025
Q2 		$71.1K Sell
1,210
-1
-0.1% -$58 ﹤0.01% 463
2025
Q1 		$69.6K Buy
+1,211
New +$72.2K 0.01% 465
2024
Q4 		– Sell
-1,211
Closed -$70.4K – 814
2024
Q3 		$70.4K Hold
1,211
– – ﹤0.01% 481
2024
Q2 		$53.9K Sell
1,211
-1
-0.1% -$43 ﹤0.01% 401
2024
Q1 		$58.5K Hold
1,212
– – ﹤0.01% 400
2023
Q4 		$76.9K Buy
+1,212
New +$65.1K 0.01% 388

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NBT Bank's CZFS Position: Q2 2026 in Review

NBT Bank sold out of Citizens Financial Services (CZFS) in Q2 2026, closing a stake of 1,210 shares — an estimated $74K sold.

NBT Bank first reported a position in CZFS in Q4 2023 and held it in 9 quarters. The position peaked at $76.9K in Q4 2023. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • NBT Bank reported no remaining Citizens Financial Services position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 1,210 Citizens Financial Services shares in Q2 2026, an estimated $74K.
  • NBT Bank first reported a position in Citizens Financial Services in Q4 2023 and held it in 9 quarters.
  • NBT Bank's Citizens Financial Services position peaked at $76.9K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.