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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
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

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

Capital Advisors Ltd's CZFS Position: Q2 2026 in Review

Capital Advisors Ltd held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 83 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Capital Advisors Ltd first reported a position in CZFS in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Capital Advisors Ltd held 83 shares of Citizens Financial Services worth $6K as of Q2 2026.
  • Capital Advisors Ltd left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #938 holding.
  • Capital Advisors Ltd first reported a position in Citizens Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.