Carson Wealth (CWM LLC)
CZFS icon

Carson Wealth (CWM LLC)’s Citizens Financial Services CZFS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$9.17K Sell
150
-6
-4% -$371 ﹤0.01% 4808
2025
Q4 		$9K Buy
156
+24
+18% +$1.36K ﹤0.01% 4590
2025
Q3 		$8K Buy
132
+40
+43% +$2.39K ﹤0.01% 4553
2025
Q2 		$5K Buy
92
+4
+5% +$230 ﹤0.01% 4596
2025
Q1 		$5K Buy
88
+47
+115% +$2.8K ﹤0.01% 4436
2024
Q4 		$3K Buy
41
+8
+24% +$510 ﹤0.01% 4393
2024
Q3 		$2K Buy
33
+27
+450% +$1.36K ﹤0.01% 4373
2024
Q2 		$0 Buy
6
+4
+200% +$171 ﹤0.01% 4646
2024
Q1 		$0 Buy
+2
New +$101 ﹤0.01% 4387

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Carson Wealth (CWM LLC)'s CZFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Citizens Financial Services (CZFS) stake by 3.8% in Q1 2026, selling an estimated $371 and leaving 150 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4808.

Carson Wealth (CWM LLC) first reported a position in CZFS in Q1 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 150 shares of Citizens Financial Services worth $9.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 Citizens Financial Services shares in Q1 2026, an estimated $371.
  • Citizens Financial Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4808 holding.
  • Carson Wealth (CWM LLC) first reported a position in Citizens Financial Services in Q1 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.