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Sunbelt Securities’s Citizens Financial Services CZFS Stock Holding History

Sunbelt Securities’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 		$122 Hold
2
– – ﹤0.01% 2610
2025
Q4 		$114 Hold
2
– – ﹤0.01% 2520
2025
Q3 		$121 Buy
+2
New +$120 ﹤0.01% 2486

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 $781M AUM 27.68% 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

Sunbelt Securities's CZFS Position: Q1 2026 in Review

Sunbelt Securities held its Citizens Financial Services (CZFS) position steady in Q1 2026 at 2 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Sunbelt Securities first reported a position in CZFS in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Sunbelt Securities held 2 shares of Citizens Financial Services worth $122 as of Q1 2026.
  • Sunbelt Securities left its Citizens Financial Services share count unchanged in Q1 2026.
  • Citizens Financial Services made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2610 holding.
  • Sunbelt Securities first reported a position in Citizens Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.