Raymond James Financial
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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
2026
Q3 		$491K Buy
6,252
+31
+0.5% +$2.44K ﹤0.01% 4559
2026
Q2 		$451K Buy
+6,221
New +$410K ﹤0.01% 4588
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Raymond James Financial's CZFS Position: Q3 2026 in Review

Raymond James Financial increased its Citizens Financial Services (CZFS) stake by 0.5% in Q3 2026, buying an estimated $2.44K and bringing the position to 6,252 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #4559.

Raymond James Financial first reported a position in CZFS in Q2 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Raymond James Financial held 6,252 shares of Citizens Financial Services worth $491K as of Q3 2026.
  • Raymond James Financial bought 31 Citizens Financial Services shares in Q3 2026, an estimated $2.44K.
  • Citizens Financial Services made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4559 holding.
  • Raymond James Financial first reported a position in Citizens Financial Services in Q2 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.