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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.16K Buy
14
+3
+27% +$236 ﹤0.01% 3164
2026
Q2
$818 Hold
11
– – ﹤0.01% 3132
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
$2.3K Buy
+51
New +$2.59K ﹤0.01% 1443

Other funds holding CZFS

Smartleaf Asset Management's CZFS Position: Q3 2026 in Review

Smartleaf Asset Management increased its Citizens Financial Services (CZFS) stake by 27% in Q3 2026, buying an estimated $236 and bringing the position to 14 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Smartleaf Asset Management first reported a position in CZFS in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.3K in Q1 2024. 79 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Smartleaf Asset Management held 14 shares of Citizens Financial Services worth $1.16K as of Q3 2026.
  • Smartleaf Asset Management bought 3 Citizens Financial Services shares in Q3 2026, an estimated $236.
  • Citizens Financial Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3164 holding.
  • Smartleaf Asset Management first reported a position in Citizens Financial Services in Q1 2024 and has held it in 6 quarters since.
  • Smartleaf Asset Management's Citizens Financial Services position peaked at $2.3K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.