Wells Fargo
CZFS icon

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
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 $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

Wells Fargo's CZFS Position: Q1 2026 in Review

Wells Fargo reduced its Citizens Financial Services (CZFS) stake by 36% in Q1 2026, selling an estimated $208K and leaving 5,974 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #4321.

Wells Fargo first reported a position in CZFS in Q1 2023 and has held it in 13 quarters since. The position peaked at $532K in Q4 2025. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Wells Fargo held 5,974 shares of Citizens Financial Services worth $365K as of Q1 2026.
  • Wells Fargo sold 3,364 Citizens Financial Services shares in Q1 2026, an estimated $208K.
  • Citizens Financial Services made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4321 holding.
  • Wells Fargo first reported a position in Citizens Financial Services in Q1 2023 and has held it in 13 quarters since.
  • Wells Fargo's Citizens Financial Services position peaked at $532K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.