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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
Q1 		$122 Buy
+2
New +$124 ﹤0.01% 3242

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 $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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Root Financial Partners's CZFS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Citizens Financial Services (CZFS) in Q1 2026: 2 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #3242 among its holdings.

87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Root Financial Partners held 2 shares of Citizens Financial Services worth $122 as of Q1 2026.
  • Citizens Financial Services was a new Root Financial Partners position in Q1 2026.
  • Citizens Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3242 holding.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.