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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Farther Finance Advisors's CZFS Position: Q2 2026 in Review

Farther Finance Advisors increased its Citizens Financial Services (CZFS) stake by 11% in Q2 2026, buying an estimated $14K and bringing the position to 2,155 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Farther Finance Advisors first reported a position in CZFS in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Farther Finance Advisors held 2,155 shares of Citizens Financial Services worth $156K as of Q2 2026.
  • Farther Finance Advisors bought 212 Citizens Financial Services shares in Q2 2026, an estimated $14K.
  • Citizens Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2419 holding.
  • Farther Finance Advisors first reported a position in Citizens Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.