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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
Q2 		$439K Hold
16,897
– – 0.02% 352
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
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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Evergreen Wealth Solutions's CZNC Position: Q2 2026 in Review

Evergreen Wealth Solutions held its Citizens & Northern Corp (CZNC) position steady in Q2 2026 at 16,897 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #352.

Evergreen Wealth Solutions first reported a position in CZNC in Q4 2021 and has held it in 19 quarters since. 94 funds tracked by Wall St. Rank hold CZNC as of Q2 2026.

  • Evergreen Wealth Solutions held 16,897 shares of Citizens & Northern Corp worth $439K as of Q2 2026.
  • Evergreen Wealth Solutions left its Citizens & Northern Corp share count unchanged in Q2 2026.
  • Citizens & Northern Corp made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #352 holding.
  • Evergreen Wealth Solutions first reported a position in Citizens & Northern Corp in Q4 2021 and has held it in 19 quarters since.
  • 94 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.