Evergreen Wealth Solutions’s Citizens & Northern Corp CZNC Stock Holding History

Evergreen Wealth Solutions’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	$377K	Hold	16,897	–	–	0.03%	289
2025 Q4	$341K	Hold	16,897	–	–	0.05%	157
2025 Q3	$335K	Buy	16,897 +24	+0.1%	+$472	0.19%	84
2025 Q2	$320K	Buy	16,873 +25	+0.1%	+$474	0.19%	85
2025 Q1	$339K	Buy	16,848 +22	+0.1%	+$448	0.23%	79
2024 Q4	$313K	Buy	16,826 +23	+0.1%	+$450	0.22%	75
2024 Q3	$331K	Buy	16,803 +24	+0.1%	+$463	0.22%	80
2024 Q2	$300K	Buy	16,779 +25	+0.1%	+$437	0.21%	89
2024 Q1	$315K	Buy	16,754 +24	+0.1%	+$465	0.23%	86
2023 Q4	$375K	Buy	16,730 +23	+0.1%	+$454	0.32%	77
2023 Q3	$293K	Buy	16,707 +4,914	+42%	+$95.1K	0.3%	81
2023 Q2	$228K	Buy	11,793 +24	+0.2%	+$470	0.23%	93
2023 Q1	$252K	Buy	11,769 +18	+0.2%	+$404	0.29%	87
2022 Q4	$269K	Buy	11,751 +300	+3%	+$7.18K	0.36%	74
2022 Q3	$277K	Buy	11,451 +467	+4%	+$11.4K	0.39%	75
2022 Q2	$265K	Buy	10,984 +17	+0.2%	+$412	0.33%	88
2022 Q1	$267K	Sell	10,967 -424	-4%	-$10.7K	0.26%	82
2021 Q4	$298K	Buy	+11,391	New	+$296K	0.27%	77

Other funds holding CZNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $349M AUM 20.19% 1-Year Est. Return

Evergreen Wealth Solutions's CZNC Position: Q1 2026 in Review

Evergreen Wealth Solutions held its Citizens & Northern Corp (CZNC) position steady in Q1 2026 at 16,897 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #289.

Evergreen Wealth Solutions first reported a position in CZNC in Q4 2021 and has held it in 18 quarters since. 96 funds tracked by Wall St. Rank hold CZNC as of Q1 2026.

Evergreen Wealth Solutions held 16,897 shares of Citizens & Northern Corp worth $377K as of Q1 2026.
Evergreen Wealth Solutions left its Citizens & Northern Corp share count unchanged in Q1 2026.
Citizens & Northern Corp made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #289 holding.
Evergreen Wealth Solutions first reported a position in Citizens & Northern Corp in Q4 2021 and has held it in 18 quarters since.
96 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.