UBS Group
CZFS icon

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
Q2 		$194K Sell
2,684
-433
-14% -$28.6K ﹤0.01% 6808
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UBS Group's CZFS Position: Q2 2026 in Review

UBS Group reduced its Citizens Financial Services (CZFS) stake by 14% in Q2 2026, selling an estimated $28.6K and leaving 2,684 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #6808.

UBS Group first reported a position in CZFS in Q3 2022 and has held it in 16 quarters since. The position peaked at $279K in Q2 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • UBS Group held 2,684 shares of Citizens Financial Services worth $194K as of Q2 2026.
  • UBS Group sold 433 Citizens Financial Services shares in Q2 2026, an estimated $28.6K.
  • Citizens Financial Services made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6808 holding.
  • UBS Group first reported a position in Citizens Financial Services in Q3 2022 and has held it in 16 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 Q2 2026.

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