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O'Shaughnessy Asset Management’s Citizens Financial Services CZFS Stock Holding History

O'Shaughnessy Asset Management’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
-7,057
Closed -$402K – 2708
2025
Q4 		$402K Sell
7,057
-1,752
-20% -$99.7K ﹤0.01% 1610
2025
Q3 		$531K Sell
8,809
-3,156
-26% -$189K ﹤0.01% 1453
2025
Q2 		$703K Buy
+11,965
New +$688K ﹤0.01% 1213

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

O'Shaughnessy Asset Management's CZFS Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Citizens Financial Services (CZFS) in Q1 2026, closing a stake of 7,057 shares — an estimated $402K sold.

O'Shaughnessy Asset Management first reported a position in CZFS in Q2 2025 and held it in 3 quarters. The position peaked at $703K in Q2 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Citizens Financial Services position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7,057 Citizens Financial Services shares in Q1 2026, an estimated $402K.
  • O'Shaughnessy Asset Management first reported a position in Citizens Financial Services in Q2 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Citizens Financial Services position peaked at $703K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.