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Segall Bryant & Hamill’s Citizens Financial Services CZFS Stock Holding History

Segall Bryant & Hamill’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 		$1.27M Buy
20,701
+4,553
+28% +$281K 0.02% 474
2025
Q4 		$921K Sell
16,148
-11,140
-41% -$634K 0.01% 512
2025
Q3 		$1.64M Sell
27,288
-246
-0.9% -$14.7K 0.02% 455
2025
Q2 		$1.62M Buy
27,534
+16,035
+139% +$922K 0.02% 465
2025
Q1 		$661K Buy
+11,499
New +$685K 0.01% 533

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 $781M AUM 27.68% 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

Segall Bryant & Hamill's CZFS Position: Q1 2026 in Review

Segall Bryant & Hamill increased its Citizens Financial Services (CZFS) stake by 28% in Q1 2026, buying an estimated $281K and bringing the position to 20,701 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #474.

Segall Bryant & Hamill first reported a position in CZFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Segall Bryant & Hamill held 20,701 shares of Citizens Financial Services worth $1.27M as of Q1 2026.
  • Segall Bryant & Hamill bought 4,553 Citizens Financial Services shares in Q1 2026, an estimated $281K.
  • Citizens Financial Services made up 0.02% of Segall Bryant & Hamill's portfolio in Q1 2026, its #474 holding.
  • Segall Bryant & Hamill first reported a position in Citizens Financial Services in Q1 2025 and has held it in 5 quarters since.
  • Segall Bryant & Hamill's Citizens Financial Services position peaked at $1.64M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.