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CZFS icon

NewEdge Advisors’s Citizens Financial Services CZFS Stock Holding History

NewEdge Advisors’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 		– Sell
-10
Closed -$575 – 4204
2025
Q4 		$575 Buy
+10
New +$569 ﹤0.01% 4040

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 $680M AUM 18.73% 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

NewEdge Advisors's CZFS Position: Q1 2026 in Review

NewEdge Advisors sold out of Citizens Financial Services (CZFS) in Q1 2026, closing a stake of 10 shares — an estimated $575 sold.

NewEdge Advisors first reported a position in CZFS in Q4 2025 and held it in 1 quarter. The position peaked at $575 in Q4 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • NewEdge Advisors reported no remaining Citizens Financial Services position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 10 Citizens Financial Services shares in Q1 2026, an estimated $575.
  • NewEdge Advisors first reported a position in Citizens Financial Services in Q4 2025 and held it in 1 quarter.
  • NewEdge Advisors's Citizens Financial Services position peaked at $575 in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.