COMMONWEALTH EQUITY SERVICES, LLC
Position in CZFS — Citizens Financial Services Inc
CIK 312272
WALTHAM, MA
Position in CZFS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$263,826
+$41,118 QoQ
Shares Held
3,642
0.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 88 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in CZFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. CZFS ranks #113 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp De
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in CZFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,826 | 3,642 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $222,708 | 3,642 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $224,829 | 3,943 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $248,655 | 4,125 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $243,746 | 4,151 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $232,374 | 4,003 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $253,113 | 3,998 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $235,998 | 4,017 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $269,190 | 5,990 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $297,955 | 6,056 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $391,944 | 6,056 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $288,957 | 6,030 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $423,957 | 5,693 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $427,692 | 5,119 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $417,049 | 5,436 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $323,200 | 4,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,229 | 5,589 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||