UBS AM’s Citizens Financial Services CZFS Stock Holding History

UBS AM’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	$3.98K	Hold	55	–	–	﹤0.01%	3433
2026 Q1	$3.36K	Buy	+55	New	+$3.4K	﹤0.01%	3521

Other funds holding CZFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CNC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UBS AM's CZFS Position: Q2 2026 in Review

UBS AM held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 55 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

UBS AM first reported a position in CZFS in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

UBS AM held 55 shares of Citizens Financial Services worth $3.98K as of Q2 2026.
UBS AM left its Citizens Financial Services share count unchanged in Q2 2026.
Citizens Financial Services made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3433 holding.
UBS AM first reported a position in Citizens Financial Services in Q1 2026 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.