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Tortoise Investment Management’s Citizens Financial Services CZFS Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-1
Closed -$60 – 518
2025
Q3 		$60 Buy
+1
New +$60 ﹤0.01% 1472

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Investment Management's CZFS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Citizens Financial Services (CZFS) in Q4 2025, closing a stake of 1 share — an estimated $60 sold.

Tortoise Investment Management first reported a position in CZFS in Q3 2025 and held it in 1 quarter. The position peaked at $60 in Q3 2025. 83 funds tracked by Wall St. Rank hold CZFS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Citizens Financial Services position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Citizens Financial Services share in Q4 2025, an estimated $60.
  • Tortoise Investment Management first reported a position in Citizens Financial Services in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Citizens Financial Services position peaked at $60 in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Citizens Financial Services as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.