Citizens Financial Services Inc. Common Stock (CZFS) — Strategic Asset Allocation Index
Citizens Financial Services Inc. Common Stock (CZFS) has a Strategic Asset Allocation Index of 38.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $136.24 Million) total $136.24 Million, measured against net assets of $352.83 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CZFS equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Citizens Financial Services Inc. Common Stock Strategic Asset Allocation Index (2001–2025)
This chart shows how Citizens Financial Services Inc. Common Stock's Strategic Asset Allocation Index has evolved across 25 annual periods from 2001 to 2025. As of June 2026, the index stands at 38.6%, representing strategic assets of $136.24 Million against net assets of $352.83 Million USD. For live market cap and overall valuation, see Citizens Financial Services Inc. Common (CZFS) total market value.
Annual Strategic Asset Allocation Index for Citizens Financial Services Inc. Common Stock (2001–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Citizens Financial Services Inc. Common Stock from 2001 to 2025, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Citizens Financial Services Inc. Common book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 132.1% | $446.56 Million | $- | $446.56 Million | $338.05 Million | ▼ -10.6 pp |
| 2024 | 142.7% | $427.66 Million | $- | $427.66 Million | $299.73 Million | ▼ -7.3 pp |
| 2023 | 150.0% | $419.54 Million | $- | $419.54 Million | $279.67 Million | ▼ -79.5 pp |
| 2022 | 229.5% | $459.33 Million | $17.62 Million | $441.71 Million | $200.15 Million | ▼ -645.0 pp |
| 2021 | 874.5% | $1.86 Billion | $17.02 Million | $1.84 Billion | $212.49 Million | ▼ -9.0 pp |
| 2020 | 883.5% | $1.72 Billion | $16.95 Million | $1.70 Billion | $194.26 Million | ▲ +716.5 pp |
| 2019 | 167.0% | $258.50 Million | $17.10 Million | $241.41 Million | $154.77 Million | ▼ -18.1 pp |
| 2018 | 185.2% | $257.80 Million | $16.27 Million | $241.53 Million | $139.23 Million | ▼ -25.1 pp |
| 2017 | 210.3% | $271.31 Million | $16.52 Million | $254.78 Million | $129.01 Million | ▼ -58.3 pp |
| 2016 | 268.6% | $331.05 Million | $17.03 Million | $314.02 Million | $123.27 Million | ▼ -320.8 pp |
| 2015 | 589.3% | $705.79 Million | $17.26 Million | $688.53 Million | $119.76 Million | ▲ +32.1 pp |
| 2014 | 557.2% | $560.14 Million | $12.36 Million | $547.79 Million | $100.53 Million | ▼ -34.7 pp |
| 2013 | 591.9% | $544.90 Million | $11.11 Million | $533.79 Million | $92.06 Million | ▲ +579.0 pp |
| 2012 | 12.9% | $11.52 Million | $11.52 Million | $- | $89.47 Million | ▼ -1.5 pp |
| 2011 | 14.4% | $11.70 Million | $11.70 Million | $- | $81.47 Million | ▼ -3.8 pp |
| 2010 | 18.2% | $12.50 Million | $12.50 Million | $- | $68.69 Million | ▼ -1.7 pp |
| 2009 | 19.9% | $12.23 Million | $12.23 Million | $- | $61.53 Million | ▼ -4.3 pp |
| 2008 | 24.2% | $12.76 Million | $12.76 Million | $- | $52.77 Million | ▼ -1.7 pp |
| 2007 | 25.8% | $12.54 Million | $12.54 Million | $- | $48.53 Million | ▼ -3.8 pp |
| 2006 | 29.6% | $12.89 Million | $12.89 Million | $- | $43.50 Million | ▲ +0.0 pp |
| 2005 | 29.6% | $12.30 Million | $12.30 Million | $- | $41.56 Million | ▲ +0.6 pp |
| 2004 | 29.0% | $11.83 Million | $11.83 Million | $- | $40.79 Million | ▲ +1.4 pp |
| 2003 | 27.6% | $10.64 Million | $10.64 Million | $- | $38.53 Million | ▼ -1.7 pp |
| 2002 | 29.3% | $11.24 Million | $11.24 Million | $- | $38.41 Million | ▼ -6.0 pp |
| 2001 | 35.2% | $11.77 Million | $11.77 Million | $- | $33.39 Million | — |