Essential Partners’s Citizens Financial Services CZFS Stock Holding History

Essential 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	$1.34K	Hold	17	–	–	﹤0.01%	2077
2026 Q2	$1.23K	Hold	17	–	–	﹤0.01%	2152
2026 Q1	$1.04K	Sell	17 -16	-48%	-$989	﹤0.01%	2233
2025 Q4	$1.88K	Buy	33 +5	+18%	+$284	﹤0.01%	1826
2025 Q3	$1.69K	Buy	28 +26	+1,300%	+$1.56K	﹤0.01%	1851
2025 Q2	$117	Buy	+2	New	+$115	﹤0.01%	2042

Other funds holding CZFS

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CZFS Position: Q3 2026 in Review

Essential Partners held its Citizens Financial Services (CZFS) position steady in Q3 2026 at 17 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Essential Partners first reported a position in CZFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.88K in Q4 2025. 11 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

Essential Partners held 17 shares of Citizens Financial Services worth $1.34K as of Q3 2026.
Essential Partners left its Citizens Financial Services share count unchanged in Q3 2026.
Citizens Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2077 holding.
Essential Partners first reported a position in Citizens Financial Services in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Citizens Financial Services position peaked at $1.88K in Q4 2025.
11 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.