Bailard
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Bailard’s Citizens Financial Services CZFS Stock Holding History

Bailard’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,869
Closed -$425K – 768
2026
Q2 		$425K Buy
5,869
+224
+4% +$14.8K 0.01% 543
2026
Q1 		$345K Sell
5,645
-1,600
-22% -$98.9K 0.01% 555
2025
Q4 		$413K Buy
+7,245
New +$412K 0.01% 508

Other funds holding CZFS

Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
BankChampaign National Association
BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Bailard's CZFS Position: Q3 2026 in Review

Bailard sold out of Citizens Financial Services (CZFS) in Q3 2026, closing a stake of 5,869 shares — an estimated $425K sold.

Bailard first reported a position in CZFS in Q4 2025 and held it in 3 quarters. The position peaked at $425K in Q2 2026. 13 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Bailard reported no remaining Citizens Financial Services position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 5,869 Citizens Financial Services shares in Q3 2026, an estimated $425K.
  • Bailard first reported a position in Citizens Financial Services in Q4 2025 and held it in 3 quarters.
  • Bailard's Citizens Financial Services position peaked at $425K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.