Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Citizens & Northern Corp CZNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80K Sell
3,582
-184
-5% -$4.08K ﹤0.01% 3449
2025
Q4 		$76K Buy
3,766
+192
+5% +$3.83K ﹤0.01% 3284
2025
Q3 		$71K Buy
3,574
+2,422
+210% +$47.7K ﹤0.01% 3233
2025
Q2 		$22K Buy
1,152
+579
+101% +$11K ﹤0.01% 3842
2025
Q1 		$12K Buy
573
+309
+117% +$6.3K ﹤0.01% 3992
2024
Q4 		$5K Sell
264
-8
-3% -$157 ﹤0.01% 4183
2024
Q3 		$5K Buy
272
+202
+289% +$3.9K ﹤0.01% 4080
2024
Q2 		$1K Buy
70
+68
+3,400% +$1.19K ﹤0.01% 4350
2024
Q1 		$0 Buy
+2
New +$39 ﹤0.01% 4388
2019
Q1 		– Sell
-40
Closed -$1K – 2995
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1871
2018
Q3 		$1K Hold
40
– – ﹤0.01% 1643
2018
Q2 		$1K Buy
+40
New +$1K ﹤0.01% 1503

Other funds holding CZNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Citizens & Northern Corp (CZNC) stake by 4.9% in Q1 2026, selling an estimated $4.08K and leaving 3,582 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3449.

Carson Wealth (CWM LLC) first reported a position in CZNC in Q2 2018 and has held it in 12 quarters since. 96 funds tracked by Wall St. Rank hold CZNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,582 shares of Citizens & Northern Corp worth $80K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 184 Citizens & Northern Corp shares in Q1 2026, an estimated $4.08K.
  • Citizens & Northern Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3449 holding.
  • Carson Wealth (CWM LLC) first reported a position in Citizens & Northern Corp in Q2 2018 and has held it in 12 quarters since.
  • 96 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q1 2026.

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