Wells Fargo
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Wells Fargo’s Citizens Financial Services CZFS Stock Holding History

Wells Fargo’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 		$591K Buy
8,153
+2,179
+36% +$144K ﹤0.01% 4503
2026
Q1 		$365K Sell
5,974
-3,364
-36% -$208K ﹤0.01% 4321
2025
Q4 		$532K Buy
9,338
+1,661
+22% +$94.5K ﹤0.01% 4445
2025
Q3 		$463K Buy
7,677
+531
+7% +$31.7K ﹤0.01% 4360
2025
Q2 		$420K Buy
7,146
+188
+3% +$10.8K ﹤0.01% 4266
2025
Q1 		$400K Buy
6,958
+60
+0.9% +$3.58K ﹤0.01% 4248
2024
Q4 		$432K Buy
6,898
+4,457
+183% +$284K ﹤0.01% 4286
2024
Q3 		$142K Buy
2,441
+79
+3% +$3.97K ﹤0.01% 4804
2024
Q2 		$105K Buy
2,362
+824
+54% +$35.3K ﹤0.01% 4910
2024
Q1 		$74.2K Buy
1,538
+172
+13% +$8.72K ﹤0.01% 5068
2023
Q4 		$86.7K Buy
1,366
+440
+48% +$23.6K ﹤0.01% 4993
2023
Q3 		$43.5K Sell
926
-792
-46% -$46.6K ﹤0.01% 5251
2023
Q2 		$125K Buy
1,718
+1,691
+6,263% +$138K ﹤0.01% 4895
2023
Q1 		$2.17K Buy
+27
New +$2.11K ﹤0.01% 6209

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

Wells Fargo's CZFS Position: Q2 2026 in Review

Wells Fargo increased its Citizens Financial Services (CZFS) stake by 36% in Q2 2026, buying an estimated $144K and bringing the position to 8,153 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #4503.

Wells Fargo first reported a position in CZFS in Q1 2023 and has held it in 14 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Wells Fargo held 8,153 shares of Citizens Financial Services worth $591K as of Q2 2026.
  • Wells Fargo bought 2,179 Citizens Financial Services shares in Q2 2026, an estimated $144K.
  • Citizens Financial Services made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4503 holding.
  • Wells Fargo first reported a position in Citizens Financial Services in Q1 2023 and has held it in 14 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.