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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
Q2 		$435 Buy
6
+2
+50% +$132 ﹤0.01% 3295
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 $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

Rothschild Investment LLC's CZFS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Citizens Financial Services (CZFS) stake by 50% in Q2 2026, buying an estimated $132 and bringing the position to 6 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

Rothschild Investment LLC first reported a position in CZFS in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of Citizens Financial Services worth $435 as of Q2 2026.
  • Rothschild Investment LLC bought 2 Citizens Financial Services shares in Q2 2026, an estimated $132.
  • Citizens Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3295 holding.
  • Rothschild Investment LLC first reported a position in Citizens Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.