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Stonebridge Financial Group (Pennsylvania)’s Citizens Financial Services CZFS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-741
Closed -$42.6K – 390
2025
Q1 		$42.6K Hold
741
– – ﹤0.01% 407
2024
Q4 		$46.5K Buy
+741
New +$47.2K 0.01% 390

Other funds holding CZFS

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Vanguard Group
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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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CZFS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Citizens Financial Services (CZFS) in Q2 2025, closing a stake of 741 shares — an estimated $42.6K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CZFS in Q4 2024 and held it in 2 quarters. The position peaked at $46.5K in Q4 2024. 71 funds tracked by Wall St. Rank hold CZFS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Citizens Financial Services position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 741 Citizens Financial Services shares in Q2 2025, an estimated $42.6K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Citizens Financial Services in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Citizens Financial Services position peaked at $46.5K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.