Nuveen’s Citizens Financial Services CZFS Stock Holding History

Nuveen’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	$440K	Hold	7,199	–	–	﹤0.01%	2893
2025 Q4	$410K	Hold	7,199	–	–	﹤0.01%	2945
2025 Q3	$434K	Hold	7,199	–	–	﹤0.01%	2947
2025 Q2	$423K	Sell	7,199 -759,691	-99%	-$43.7M	﹤0.01%	2933
2025 Q1	$31.2M	Buy	766,890 +757,488	+8,057%	+$45.1M	0.01%	856
2024 Q4	$589K	Buy	9,402 +1,203	+15%	+$76.7K	﹤0.01%	2929
2024 Q3	$477K	Hold	8,199	–	–	﹤0.01%	3031
2024 Q2	$365K	Sell	8,199 -2	-0%	-$86	﹤0.01%	3095
2024 Q1	$396K	Hold	8,201	–	–	﹤0.01%	3036
2023 Q4	$520K	Buy	8,201 +2,202	+37%	+$118K	﹤0.01%	2987
2023 Q3	$282K	Hold	5,999	–	–	﹤0.01%	2978
2023 Q2	$438K	Buy	+5,999	New	+$488K	﹤0.01%	2948

Other funds holding CZFS

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Nuveen's CZFS Position: Q1 2026 in Review

Nuveen held its Citizens Financial Services (CZFS) position steady in Q1 2026 at 7,199 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Nuveen first reported a position in CZFS in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.2M in Q1 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

Nuveen held 7,199 shares of Citizens Financial Services worth $440K as of Q1 2026.
Nuveen left its Citizens Financial Services share count unchanged in Q1 2026.
Citizens Financial Services made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2893 holding.
Nuveen first reported a position in Citizens Financial Services in Q2 2023 and has held it in 12 quarters since.
Nuveen's Citizens Financial Services position peaked at $31.2M in Q1 2025.
87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.