CZFS — CITIZENS FINL SVCS INC
As of Q2 2026, 22 SEC-registered investment managers reported holding CZFS (CITIZENS FINL SVCS INC) in their latest 13F filings, with a combined reported value of $47.09M across 653.92K shares. That is +4.0% by share count (+25.13K shares) versus the previous quarter, while reported value moved +22.5%. Ownership is concentrated: the five largest holders account for 87.2% of reported value and the top ten for 94.3%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 7 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CZFS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 354.55K | $25.68M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 253.40K | $14.45M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 119.81K | $8.68M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 38.70K | $2.80M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 37.37K | $2.71M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 16.38K | $1.19M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 11.98K | $867.98K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 9.40K | $680.94K | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 9.11K | $659.78K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 8.15K | $590.60K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 7.25K | $525.48K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 6.83K | $494.62K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 6.17K | $446.67K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 4.85K | $351.05K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 4.51K | $326.70K | 0.00% | Add |
| Wellington Management Group history | Q4 2023 | 4.39K | $284.31K | 0.00% | Hold |
| Millennium Management history | Q2 2026 | 3.61K | $261.44K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 3.58K | $259.26K | 0.00% | Hold |
| Franklin Resources history | Q3 2025 | 3.60K | $217.01K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 2.68K | $194.43K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.06K sh · $147.47K
- T. Rowe Price Associates 3.85K sh · $279
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | 318.34K | 323.38K | 325.70K | 319.86K | 320.51K | 335.91K | 331.29K | 354.55K |
| Geode Capital Management | — | — | — | 42.04K | 86.38K | 83.61K | 87.79K | 88.79K | 101.29K | 102.40K | 102.66K | 104.66K | 106.34K | 109.48K | 110.87K | 112.46K | 119.81K |
| Charles Schwab Investment Management | — | — | — | 19.61K | 32.72K | 32.74K | 31.94K | 35.06K | 35.48K | 34.61K | 36.47K | 36.35K | 37.32K | 39.03K | 39.01K | 37.62K | 38.70K |
| Northern Trust Corp | — | — | — | 7.35K | 36.05K | 33.03K | 36.33K | 34.96K | 35.02K | 39.70K | 40.50K | 39.47K | 37.85K | 37.53K | 35.04K | 37.09K | 37.37K |
| BNY Mellon | — | — | — | 3.00K | 14.53K | 14.24K | 20.19K | 19.39K | 23.76K | 19.96K | 13.53K | 12.91K | 13.55K | 14.05K | 19.65K | 15.46K | 16.38K |
| Goldman Sachs Group | — | 4.97K | 6.02K | 9.59K | 3.35K | — | — | — | 5.15K | 10.88K | 14.02K | 7.39K | — | 3.48K | 8.44K | 17.60K | 11.98K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.81K | 9.40K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.40K | 18.18K | 9.11K |
| Wells Fargo & Co | — | — | — | 26 | 1.68K | 908 | 1.34K | 1.51K | 2.34K | 2.42K | 6.83K | 6.89K | 7.15K | 7.68K | 9.34K | 5.97K | 8.15K |
| Citadel Advisors | — | — | — | — | — | — | 5.16K | 7.79K | 11.18K | 8.87K | 4.10K | — | — | 5.00K | 9.28K | 5.42K | 7.25K |
| Bank of America Corp | 1.60K | 1.62K | 1.60K | 7.02K | 5.21K | 7.13K | 5.74K | 1.97K | 3.46K | 3.52K | 5.12K | 3.45K | 4.78K | 2.88K | 4.74K | 8.02K | 6.83K |
| Morgan Stanley | 286 | 286 | 287 | 1.04K | 5.16K | 2.17K | 7.46K | 7.06K | 7.61K | 14.70K | 13.13K | 8.66K | 9.22K | 5.53K | 6.41K | 12.79K | 6.17K |
| Invesco Ltd | — | — | — | — | 2.92K | 4.44K | — | 12.49K | 16.92K | 9.24K | 9.37K | 8.23K | 7.47K | 6.44K | 4.97K | 4.78K | 4.85K |
| Deutsche Bank AG | — | — | — | — | 1.74K | 2.36K | 2.23K | 2.42K | 24 | 2.57K | 4.83K | 4.22K | 3.25K | 4.53K | 4.14K | 2.75K | 4.51K |
| Millennium Management | — | 7.11K | 6.10K | 24.15K | — | — | — | 8.27K | — | — | — | — | — | 6.05K | 13.21K | 7.75K | 3.61K |
| PNC Financial Services | 3.60K | 3.60K | 3.60K | 3.60K | 3.63K | 3.27K | 3.27K | 3.27K | 3.29K | 3.29K | 3.29K | 3.61K | 3.60K | 3.60K | 3.58K | 3.58K | 3.58K |
| UBS Group AG | — | 147 | 305 | 1.28K | 2.53K | 2.04K | 4.31K | 3.79K | 2.43K | 2.30K | 3.40K | 4.64K | 4.76K | 3.68K | 2.21K | 3.12K | 2.68K |
| Citigroup Inc | — | 124 | 2.26K | 7.24K | 2.29K | 78 | 648 | 845 | 1.16K | 3.53K | 4.04K | 3.67K | 2.11K | 332 | 196 | 305 | 2.24K |
| JPMorgan Chase & Co | 183 | 183 | 183 | 183 | 3.55K | 2.68K | 3.66K | 6.70K | 2.62K | 7.27K | 16.58K | 8.05K | 4.08K | 4.59K | 3.02K | — | 2.06K |
| Legal & General Investment Management America | — | — | — | — | 436 | 378 | 345 | 345 | 459 | 442 | 442 | 380 | 418 | 418 | 418 | 413 | 483 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details