Raymond James Financial
CZFS icon

Raymond James Financial’s Citizens Financial Services CZFS Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,106
Closed -$124K – 5388
2025
Q2 		$124K Buy
+2,106
New +$121K ﹤0.01% 4754

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Raymond James Financial's CZFS Position: Q3 2025 in Review

Raymond James Financial sold out of Citizens Financial Services (CZFS) in Q3 2025, closing a stake of 2,106 shares — an estimated $124K sold.

Raymond James Financial first reported a position in CZFS in Q2 2025 and held it in 1 quarter. The position peaked at $124K in Q2 2025. 79 funds tracked by Wall St. Rank hold CZFS as of Q3 2025.

  • Raymond James Financial reported no remaining Citizens Financial Services position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,106 Citizens Financial Services shares in Q3 2025, an estimated $124K.
  • Raymond James Financial first reported a position in Citizens Financial Services in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Citizens Financial Services position peaked at $124K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.