CZFS β€” CITIZENS FINL SVCS INC

Ownership history in SEGALL BRYANT & HAMILL, LLC  Β·  4 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported CITIZENS FINL SVCS INC (CZFS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows CZFS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CZFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEGALL BRYANT & HAMILL, LLC's position in CITIZENS FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CZFS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEGALL BRYANT & HAMILL, LLC held CZFS β€” position size vs. price
% of Fund (quarterly)    CZFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16,148 -11,140 -40.8% 0.01% $921K 2026-02-14 (Est.) $63.39
2025 Q3 REDUCED 27,288 -246 -0.9% 0.02% $1.6M 2025-11-12 $55.19
2025 Q2 ADDED 27,534 +16,149 +141.8% 0.02% $1.6M 2025-08-12 $57.07
2025 Q1 INITIATED 11,385 β€” β€” 0.01% $661K 2025-05-02 $54.70

FAQ About SEGALL BRYANT & HAMILL, LLC and CZFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEGALL BRYANT & HAMILL, LLC reported owning CZFS?

SEGALL BRYANT & HAMILL, LLC reported CZFS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CZFS position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for CZFS was 0.02% in 2025 Q2.

What is the latest reported CZFS position on this page?

The most recent filing on this page is 2025 Q4, when SEGALL BRYANT & HAMILL, LLC reported 16,148 shares, equal to 0.01% of portfolio, with an estimated market value of $921K.

What does the chart on this CZFS ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC's quarterly CZFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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