SAM
CZFS icon

Smartleaf Asset Management’s Citizens Financial Services CZFS Stock Holding History

Smartleaf Asset Management’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 		$698 Sell
11
-21
-66% -$1.3K ﹤0.01% 3173
2025
Q4 		$1.83K Buy
+32
New +$1.82K ﹤0.01% 3012
2024
Q3 		– Sell
-51
Closed -$2.22K – 2921
2024
Q2 		$2.22K Hold
51
– – ﹤0.01% 2189
2024
Q1 		$2.29K Buy
+51
New +$2.59K ﹤0.01% 1443

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

Smartleaf Asset Management's CZFS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Citizens Financial Services (CZFS) stake by 66% in Q1 2026, selling an estimated $1.3K and leaving 11 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Smartleaf Asset Management first reported a position in CZFS in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.29K in Q1 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Smartleaf Asset Management held 11 shares of Citizens Financial Services worth $698 as of Q1 2026.
  • Smartleaf Asset Management sold 21 Citizens Financial Services shares in Q1 2026, an estimated $1.3K.
  • Citizens Financial Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3173 holding.
  • Smartleaf Asset Management first reported a position in Citizens Financial Services in Q1 2024 and has held it in 4 quarters since.
  • Smartleaf Asset Management's Citizens Financial Services position peaked at $2.29K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.