Sterling Capital Management’s Citizens Financial Services CZFS Stock Holding History

Sterling Capital 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 Q3	$7.55K	Buy	96 +9	+10%	+$707	﹤0.01%	2662
2026 Q2	$6.3K	Sell	87 -53	-38%	-$3.5K	﹤0.01%	2489
2026 Q1	$8.56K	Sell	140 -103	-42%	-$6.36K	﹤0.01%	2461
2025 Q4	$13.9K	Sell	243 -46	-16%	-$2.62K	﹤0.01%	2439
2025 Q3	$17.4K	Buy	289 +174	+151%	+$10.4K	﹤0.01%	2211
2025 Q2	$6.75K	Buy	115 +40	+53%	+$2.3K	﹤0.01%	2352
2025 Q1	$4.3K	Sell	75 -63	-46%	-$3.75K	﹤0.01%	2243
2024 Q4	$8.67K	Buy	138 +124	+886%	+$7.9K	﹤0.01%	2230
2024 Q3	$823	Buy	+14	New	+$703	﹤0.01%	2639

Other funds holding CZFS

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sterling Capital Management's CZFS Position: Q3 2026 in Review

Sterling Capital Management increased its Citizens Financial Services (CZFS) stake by 10% in Q3 2026, buying an estimated $707 and bringing the position to 96 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Sterling Capital Management first reported a position in CZFS in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.4K in Q3 2025. 21 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

Sterling Capital Management held 96 shares of Citizens Financial Services worth $7.55K as of Q3 2026.
Sterling Capital Management bought 9 Citizens Financial Services shares in Q3 2026, an estimated $707.
Citizens Financial Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2662 holding.
Sterling Capital Management first reported a position in Citizens Financial Services in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's Citizens Financial Services position peaked at $17.4K in Q3 2025.
21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.