Smartleaf Asset Management LLC
Position in CZFS — Citizens Financial Services Inc
CIK 2010393
BOSTON, MA
Position in CZFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$796
+$124 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 88 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Smartleaf Asset Management LLC holds $25,488,307 across 188 Banks - Regional names. CZFS ranks #173 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,701 | $3,127,240 | |
| 2 | USB |
US Bancorp De
|
31,191 | $1,883,936 | |
| 3 | UVSP |
UNIVEST FINANCIAL Corp
|
38,000 | $1,662,500 | |
| 4 | TFC |
Truist Financial Corp
|
28,703 | $1,429,983 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
139,392 | $1,335,375 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
59,857 | $1,061,264 | |
| 7 | LYG |
Lloyds Banking Group plc
|
164,084 | $956,609 | |
| 8 | MTB |
M&T Bank Corp
|
3,995 | $950,849 |
All Filings in CZFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796 | 11 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $672 | 11 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,824 | 32 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $2,247 | 50 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $2,460 | 50 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||