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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Raymond James Financial's CZFS Position: Q2 2026 in Review

Raymond James Financial opened a new position in Citizens Financial Services (CZFS) in Q2 2026: 6,221 shares worth $451K. The stake represents ﹤0.01% of the portfolio and ranks #4588 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in CZFS as recently as Q2 2025.

Raymond James Financial first reported a position in CZFS in Q2 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Raymond James Financial held 6,221 shares of Citizens Financial Services worth $451K as of Q2 2026.
  • Citizens Financial Services was a new Raymond James Financial position in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4588 holding.
  • Raymond James Financial first reported a position in Citizens Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.