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Rothschild Investment LLC’s Citizens Financial Services CZFS Stock Holding History

Rothschild Investment LLC’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 		$245 Buy
4
+2
+100% +$124 ﹤0.01% 3270
2025
Q4 		$114 Buy
+2
New +$114 ﹤0.01% 3193

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

Rothschild Investment LLC's CZFS Position: Q1 2026 in Review

Rothschild Investment LLC increased its Citizens Financial Services (CZFS) stake by 100% in Q1 2026, buying an estimated $124 and bringing the position to 4 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Rothschild Investment LLC first reported a position in CZFS in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Rothschild Investment LLC held 4 shares of Citizens Financial Services worth $245 as of Q1 2026.
  • Rothschild Investment LLC bought 2 Citizens Financial Services shares in Q1 2026, an estimated $124.
  • Citizens Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3270 holding.
  • Rothschild Investment LLC first reported a position in Citizens Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.