Cambridge Investment Research Advisors’s Citizens Financial Services CZFS Stock Holding History

Cambridge Investment Research Advisors’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	$370K	Buy	5,105 +124	+2%	+$8.18K	﹤0.01%	3012
2026 Q1	$305K	Buy	4,981 +45	+0.9%	+$2.78K	﹤0.01%	3268
2025 Q4	$281K	Buy	4,936 +860	+21%	+$48.9K	﹤0.01%	3262
2025 Q3	$246K	Buy	+4,076	New	+$244K	﹤0.01%	3305

Other funds holding CZFS

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cambridge Investment Research Advisors's CZFS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Citizens Financial Services (CZFS) stake by 2.5% in Q2 2026, buying an estimated $8.18K and bringing the position to 5,105 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Cambridge Investment Research Advisors first reported a position in CZFS in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

Cambridge Investment Research Advisors held 5,105 shares of Citizens Financial Services worth $370K as of Q2 2026.
Cambridge Investment Research Advisors bought 124 Citizens Financial Services shares in Q2 2026, an estimated $8.18K.
Citizens Financial Services made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3012 holding.
Cambridge Investment Research Advisors first reported a position in Citizens Financial Services in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.