UBS Group
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UBS Group’s Citizens Financial Services CZFS Stock Holding History

UBS Group’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 		$191K Buy
3,117
+909
+41% +$56.2K ﹤0.01% 6665
2025
Q4 		$126K Sell
2,208
-1,469
-40% -$83.6K ﹤0.01% 6793
2025
Q3 		$222K Sell
3,677
-1,080
-23% -$64.6K ﹤0.01% 6619
2025
Q2 		$279K Buy
4,757
+69
+1% +$3.97K ﹤0.01% 6494
2025
Q1 		$269K Buy
4,688
+1,250
+36% +$74.5K ﹤0.01% 6335
2024
Q4 		$216K Buy
3,438
+1,117
+48% +$71.2K ﹤0.01% 6403
2024
Q3 		$135K Sell
2,321
-129
-5% -$6.48K ﹤0.01% 6147
2024
Q2 		$109K Sell
2,450
-1,421
-37% -$60.9K ﹤0.01% 6111
2024
Q1 		$187K Sell
3,871
-526
-12% -$26.7K ﹤0.01% 5900
2023
Q4 		$279K Buy
4,397
+2,318
+111% +$125K ﹤0.01% 5550
2023
Q3 		$97.7K Sell
2,079
-503
-19% -$29.6K ﹤0.01% 5844
2023
Q2 		$188K Buy
2,582
+1,266
+96% +$103K ﹤0.01% 5520
2023
Q1 		$107K Buy
1,316
+1,002
+319% +$78.1K ﹤0.01% 5870
2022
Q4 		$23.4K Buy
314
+163
+108% +$11.3K ﹤0.01% 7487
2022
Q3 		$10K Buy
+151
New +$11K ﹤0.01% 8411

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

UBS Group's CZFS Position: Q1 2026 in Review

UBS Group increased its Citizens Financial Services (CZFS) stake by 41% in Q1 2026, buying an estimated $56.2K and bringing the position to 3,117 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #6665.

UBS Group first reported a position in CZFS in Q3 2022 and has held it in 15 quarters since. The position peaked at $279K in Q2 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • UBS Group held 3,117 shares of Citizens Financial Services worth $191K as of Q1 2026.
  • UBS Group bought 909 Citizens Financial Services shares in Q1 2026, an estimated $56.2K.
  • Citizens Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6665 holding.
  • UBS Group first reported a position in Citizens Financial Services in Q3 2022 and has held it in 15 quarters since.
  • UBS Group's Citizens Financial Services position peaked at $279K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.