Nisa Investment Advisors
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Nisa Investment Advisors’s Citizens Financial Services CZFS Stock Holding History

Nisa Investment 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 		$43.8K Hold
716
– – ﹤0.01% 1718
2025
Q4 		$40.8K Hold
716
– – ﹤0.01% 1684
2025
Q3 		$43.2K Hold
716
– – ﹤0.01% 1670
2025
Q2 		$42K Hold
716
– – ﹤0.01% 1641
2025
Q1 		$41.2K Hold
716
– – ﹤0.01% 1638
2024
Q4 		$44.9K Hold
716
– – ﹤0.01% 1710
2024
Q3 		$41.7K Buy
716
+3
+0.4% +$151 ﹤0.01% 1691
2024
Q2 		$31.7K Buy
+713
New +$30.6K ﹤0.01% 1791

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

Nisa Investment Advisors's CZFS Position: Q1 2026 in Review

Nisa Investment Advisors held its Citizens Financial Services (CZFS) position steady in Q1 2026 at 716 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Nisa Investment Advisors first reported a position in CZFS in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.9K in Q4 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Nisa Investment Advisors held 716 shares of Citizens Financial Services worth $43.8K as of Q1 2026.
  • Nisa Investment Advisors left its Citizens Financial Services share count unchanged in Q1 2026.
  • Citizens Financial Services made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1718 holding.
  • Nisa Investment Advisors first reported a position in Citizens Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Nisa Investment Advisors's Citizens Financial Services position peaked at $44.9K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.