BFS
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Bare Financial Services’s Citizens Financial Services CZFS Stock Holding History

Bare Financial Services’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
Q2 		$2.75K Hold
38
– – ﹤0.01% 1060
2026
Q1 		$2.32K Hold
38
– – ﹤0.01% 932
2025
Q4 		$2.17K Hold
38
– – ﹤0.01% 841
2025
Q3 		$2.29K Hold
38
– – ﹤0.01% 779
2025
Q2 		$2.23K Hold
38
– – ﹤0.01% 732
2025
Q1 		$2.21K Buy
+38
New +$2.27K ﹤0.01% 240

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bare Financial Services's CZFS Position: Q2 2026 in Review

Bare Financial Services held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 38 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Bare Financial Services first reported a position in CZFS in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Bare Financial Services held 38 shares of Citizens Financial Services worth $2.75K as of Q2 2026.
  • Bare Financial Services left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1060 holding.
  • Bare Financial Services first reported a position in Citizens Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.