Cyndeo Wealth Partners
CZFS icon

Cyndeo Wealth Partners’s Citizens Financial Services CZFS Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$1.28M Sell
16,273
-108
-0.7% -$8.49K 0.06% 245
2026
Q2 		$1.19M Buy
16,381
+88
+0.5% +$5.81K 0.06% 240
2026
Q1 		$996K Buy
16,293
+108
+0.7% +$6.67K 0.05% 237
2025
Q4 		$923K Buy
+16,185
New +$921K 0.05% 246

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BankChampaign National Association
BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Cyndeo Wealth Partners's CZFS Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Citizens Financial Services (CZFS) stake by 0.66% in Q3 2026, selling an estimated $8.49K and leaving 16,273 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #245.

Cyndeo Wealth Partners first reported a position in CZFS in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Cyndeo Wealth Partners held 16,273 shares of Citizens Financial Services worth $1.28M as of Q3 2026.
  • Cyndeo Wealth Partners sold 108 Citizens Financial Services shares in Q3 2026, an estimated $8.49K.
  • Citizens Financial Services made up 0.06% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Cyndeo Wealth Partners first reported a position in Citizens Financial Services in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.