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Root Financial Partners’s Citizens Financial Services CZFS Stock Holding History

Root Financial Partners’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 		– Sell
-2
Closed -$122 – 1073
2026
Q1 		$122 Buy
+2
New +$124 ﹤0.01% 3242

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CNC
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HI
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American Century Companies
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Charles Schwab
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Northern Trust
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Vanguard Fiduciary Trust
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Root Financial Partners's CZFS Position: Q2 2026 in Review

Root Financial Partners sold out of Citizens Financial Services (CZFS) in Q2 2026, closing a stake of 2 shares — an estimated $122 sold.

Root Financial Partners first reported a position in CZFS in Q1 2026 and held it in 1 quarter. The position peaked at $122 in Q1 2026. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Root Financial Partners reported no remaining Citizens Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Citizens Financial Services shares in Q2 2026, an estimated $122.
  • Root Financial Partners first reported a position in Citizens Financial Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Citizens Financial Services position peaked at $122 in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.