EverSource Wealth Advisors’s Citizens Financial Services CZFS Stock Holding History

EverSource Wealth Advisors’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 Q2	$217	Sell	3 -144	-98%	-$9.5K	﹤0.01%	4242
2026 Q1	$8.99K	Sell	147 -62	-30%	-$3.83K	﹤0.01%	2968
2025 Q4	$11.9K	Sell	209 -30	-13%	-$1.71K	﹤0.01%	2710
2025 Q3	$14.4K	Sell	239 -40	-14%	-$2.39K	﹤0.01%	2592
2025 Q2	$16.4K	Buy	279 +276	+9,200%	+$15.9K	﹤0.01%	2456
2025 Q1	$174	Buy	+3	New	+$179	﹤0.01%	3727

Other funds holding CZFS

CNC

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

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's CZFS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Citizens Financial Services (CZFS) stake by 98% in Q2 2026, selling an estimated $9.5K and leaving 3 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #4242.

EverSource Wealth Advisors first reported a position in CZFS in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.4K in Q2 2025. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

EverSource Wealth Advisors held 3 shares of Citizens Financial Services worth $217 as of Q2 2026.
EverSource Wealth Advisors sold 144 Citizens Financial Services shares in Q2 2026, an estimated $9.5K.
Citizens Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4242 holding.
EverSource Wealth Advisors first reported a position in Citizens Financial Services in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Citizens Financial Services position peaked at $16.4K in Q2 2025.
21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.