Creative Planning’s Citizens & Northern Corp CZNC Stock Holding History

Creative Planning’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 Q2	–	Sell	-15,189	Closed	-$339K	–	4333
2026 Q1	$339K	Buy	+15,189	New	+$337K	﹤0.01%	3333
2017 Q3	–	Sell	-1,000	Closed	-$23K	–	2294
2017 Q2	$23K	Hold	1,000	–	–	﹤0.01%	3082
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	3029
2016 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2886
2016 Q3	$22K	Hold	1,000	–	–	﹤0.01%	2994
2016 Q2	$20K	Hold	1,000	–	–	﹤0.01%	2791
2016 Q1	$20K	Hold	1,000	–	–	﹤0.01%	2743
2015 Q4	$21K	Hold	1,000	–	–	﹤0.01%	2802
2015 Q3	$20K	Buy	+1,000	New	+$19.9K	﹤0.01%	2713
2015 Q2	–	Sell	-1,000	Closed	-$20K	–	1513
2015 Q1	$20K	Hold	1,000	–	–	﹤0.01%	2705
2014 Q4	$21K	Hold	1,000	–	–	﹤0.01%	2605
2014 Q3	$19K	Hold	1,000	–	–	﹤0.01%	2573
2014 Q2	$19K	Hold	1,000	–	–	﹤0.01%	2513
2014 Q1	$20K	Hold	1,000	–	–	﹤0.01%	2363
2013 Q4	$21K	Hold	1,000	–	–	﹤0.01%	2151
2013 Q3	$20K	Hold	1,000	–	–	﹤0.01%	2095
2013 Q2	$19K	Buy	+1,000	New	+$19.5K	﹤0.01%	1949

Other funds holding CZNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Creative Planning's CZNC Position: Q2 2026 in Review

Creative Planning sold out of Citizens & Northern Corp (CZNC) in Q2 2026, closing a stake of 15,189 shares — an estimated $339K sold.

Creative Planning first reported a position in CZNC in Q2 2013 and held it in 17 quarters. The position peaked at $339K in Q1 2026. 95 funds tracked by Wall St. Rank hold CZNC as of Q2 2026.

Creative Planning reported no remaining Citizens & Northern Corp position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 15,189 Citizens & Northern Corp shares in Q2 2026, an estimated $339K.
Creative Planning first reported a position in Citizens & Northern Corp in Q2 2013 and held it in 17 quarters.
Creative Planning's Citizens & Northern Corp position peaked at $339K in Q1 2026.
95 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.