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 Q2	$6.3K	Sell	87 -53	-38%	-$3.5K	﹤0.01%	2489
2026 Q1	$8.56K	Sell	140 -103	-42%	-$6.37K	﹤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%	+$7.91K	﹤0.01%	2230
2024 Q3	$823	Buy	+14	New	+$703	﹤0.01%	2639

Other funds holding CZFS

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sterling Capital Management's CZFS Position: Q2 2026 in Review

Sterling Capital Management reduced its Citizens Financial Services (CZFS) stake by 38% in Q2 2026, selling an estimated $3.5K and leaving 87 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Sterling Capital Management first reported a position in CZFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.4K in Q3 2025. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

Sterling Capital Management held 87 shares of Citizens Financial Services worth $6.3K as of Q2 2026.
Sterling Capital Management sold 53 Citizens Financial Services shares in Q2 2026, an estimated $3.5K.
Citizens Financial Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2489 holding.
Sterling Capital Management first reported a position in Citizens Financial Services in Q3 2024 and has held it in 8 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 Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.