Capital Advisors Ltd
CZFS icon

Capital Advisors Ltd’s Citizens Financial Services CZFS Stock Holding History

Capital Advisors Ltd’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 		$7K Hold
83
– – ﹤0.01% 980
2026
Q2 		$6K Hold
83
– – ﹤0.01% 938
2026
Q1 		$5K Hold
83
– – ﹤0.01% 948
2025
Q4 		$5K Hold
83
– – ﹤0.01% 937
2025
Q3 		$5K Hold
83
– – ﹤0.01% 913
2025
Q2 		$5K Sell
83
-1
-1% -$58 ﹤0.01% 922
2025
Q1 		$5K Hold
84
– – ﹤0.01% 913
2024
Q4 		$5K Hold
84
– – ﹤0.01% 936
2024
Q3 		$5K Hold
84
– – ﹤0.01% 910
2024
Q2 		$4K Buy
+84
New +$3.6K ﹤0.01% 937

Other funds holding CZFS

Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return

Capital Advisors Ltd's CZFS Position: Q3 2026 in Review

Capital Advisors Ltd held its Citizens Financial Services (CZFS) position steady in Q3 2026 at 83 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Capital Advisors Ltd first reported a position in CZFS in Q2 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Capital Advisors Ltd held 83 shares of Citizens Financial Services worth $7K as of Q3 2026.
  • Capital Advisors Ltd left its Citizens Financial Services share count unchanged in Q3 2026.
  • Citizens Financial Services made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #980 holding.
  • Capital Advisors Ltd first reported a position in Citizens Financial Services in Q2 2024 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.