SHIM
CZFS icon

Stone House Investment Management’s Citizens Financial Services CZFS Stock Holding History

Stone House Investment 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 		$30.3K Hold
496
– – 0.01% 234
2025
Q4 		$28.3K Sell
496
-156
-24% -$8.88K ﹤0.01% 219
2025
Q3 		$39.3K Sell
652
-524
-45% -$31.3K 0.01% 171
2025
Q2 		$69K Buy
1,176
+524
+80% +$30.1K 0.01% 129
2025
Q1 		$37.5K Buy
+652
New +$38.9K 0.01% 168
2024
Q4 		– Sell
-652
Closed -$38K – 128
2024
Q3 		$38K Sell
652
-1
-0.2% -$50 0.01% 136
2024
Q2 		$29.1K Sell
653
-1
-0.2% -$43 0.01% 159
2024
Q1 		$31.5K Buy
+654
New +$33.2K 0.01% 158

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

Stone House Investment Management's CZFS Position: Q1 2026 in Review

Stone House Investment Management held its Citizens Financial Services (CZFS) position steady in Q1 2026 at 496 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #234.

Stone House Investment Management first reported a position in CZFS in Q1 2024 and has held it in 8 quarters since. The position peaked at $69K in Q2 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Stone House Investment Management held 496 shares of Citizens Financial Services worth $30.3K as of Q1 2026.
  • Stone House Investment Management left its Citizens Financial Services share count unchanged in Q1 2026.
  • Citizens Financial Services made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #234 holding.
  • Stone House Investment Management first reported a position in Citizens Financial Services in Q1 2024 and has held it in 8 quarters since.
  • Stone House Investment Management's Citizens Financial Services position peaked at $69K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.