SG Americas Securities
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SG Americas Securities’s Citizens Financial Services CZFS Stock Holding History

SG Americas Securities’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
2025
Q1 		– Sell
-1,938
Closed -$121K – 3526
2024
Q4 		$121K Buy
+1,938
New +$124K ﹤0.01% 2592
2024
Q1 		– Sell
-1,881
Closed -$119K – 3063
2023
Q4 		$119K Buy
+1,881
New +$101K ﹤0.01% 2619

Other funds holding CZFS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SG Americas Securities's CZFS Position: Q1 2025 in Review

SG Americas Securities sold out of Citizens Financial Services (CZFS) in Q1 2025, closing a stake of 1,938 shares — an estimated $121K sold.

SG Americas Securities first reported a position in CZFS in Q4 2023 and held it in 2 quarters. The position peaked at $121K in Q4 2024. 69 funds tracked by Wall St. Rank hold CZFS as of Q1 2025.

  • SG Americas Securities reported no remaining Citizens Financial Services position as of Q1 2025 after selling out during the quarter.
  • SG Americas Securities sold 1,938 Citizens Financial Services shares in Q1 2025, an estimated $121K.
  • SG Americas Securities first reported a position in Citizens Financial Services in Q4 2023 and held it in 2 quarters.
  • SG Americas Securities's Citizens Financial Services position peaked at $121K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2025.

Based on SG Americas Securities's 13F filing for Q1 2025, filed 15 Apr 2025.