FFA
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Farther Finance Advisors’s Citizens Financial Services CZFS Stock Holding History

Farther Finance 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
Q3 		$172K Buy
2,185
+30
+1% +$2.36K ﹤0.01% 2421
2026
Q2 		$156K Buy
2,155
+212
+11% +$14K ﹤0.01% 2419
2026
Q1 		$121K Buy
1,943
+398
+26% +$24.6K ﹤0.01% 2372
2025
Q4 		$88.1K Buy
1,545
+82
+6% +$4.67K ﹤0.01% 2423
2025
Q3 		$88.2K Buy
1,463
+1,453
+14,530% +$86.9K ﹤0.01% 2104
2025
Q2 		$587 Buy
+10
New +$575 ﹤0.01% 4016

Other funds holding CZFS

LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's CZFS Position: Q3 2026 in Review

Farther Finance Advisors increased its Citizens Financial Services (CZFS) stake by 1.4% in Q3 2026, buying an estimated $2.36K and bringing the position to 2,185 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Farther Finance Advisors first reported a position in CZFS in Q2 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Farther Finance Advisors held 2,185 shares of Citizens Financial Services worth $172K as of Q3 2026.
  • Farther Finance Advisors bought 30 Citizens Financial Services shares in Q3 2026, an estimated $2.36K.
  • Citizens Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2421 holding.
  • Farther Finance Advisors first reported a position in Citizens Financial Services in Q2 2025 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.