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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
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 		$2.29K Buy
+51
New +$2.59K ﹤0.01% 1443

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 $3.37T AUM 44.26% 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

Smartleaf Asset Management's CZFS Position: Q2 2026 in Review

Smartleaf Asset Management held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 11 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Smartleaf Asset Management first reported a position in CZFS in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.29K in Q1 2024. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Smartleaf Asset Management held 11 shares of Citizens Financial Services worth $818 as of Q2 2026.
  • Smartleaf Asset Management left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3132 holding.
  • Smartleaf Asset Management first reported a position in Citizens Financial Services in Q1 2024 and has held it in 5 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 Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.