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Clearstead Advisors’s Citizens & Northern Corp CZNC Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$41 – 2400
2025
Q4 		$41 Sell
2
-23
-92% -$459 ﹤0.01% 2631
2025
Q3 		$496 Buy
25
+4
+19% +$79 ﹤0.01% 2738
2025
Q2 		$398 Buy
+21
New +$398 ﹤0.01% 2511

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

Clearstead Advisors's CZNC Position: Q1 2026 in Review

Clearstead Advisors sold out of Citizens & Northern Corp (CZNC) in Q1 2026, closing a stake of 2 shares — an estimated $41 sold.

Clearstead Advisors first reported a position in CZNC in Q2 2025 and held it in 3 quarters. The position peaked at $496 in Q3 2025. 96 funds tracked by Wall St. Rank hold CZNC as of Q1 2026.

  • Clearstead Advisors reported no remaining Citizens & Northern Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Citizens & Northern Corp shares in Q1 2026, an estimated $41.
  • Clearstead Advisors first reported a position in Citizens & Northern Corp in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Citizens & Northern Corp position peaked at $496 in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.