FFO
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Fortitude Family Office’s Citizens Financial Services CZFS Stock Holding History

Fortitude Family Office’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 		$2.32K Hold
32
– – ﹤0.01% 1432
2026
Q1 		$1.96K Hold
32
– – ﹤0.01% 1290
2025
Q4 		$1.82K Hold
32
– – ﹤0.01% 1215
2025
Q3 		$1.93K Hold
32
– – ﹤0.01% 1233
2025
Q2 		$1.88K Hold
32
– – ﹤0.01% 1232
2025
Q1 		$1.86K Hold
32
– – ﹤0.01% 932
2024
Q4 		$2.03K Hold
32
– – ﹤0.01% 1034
2024
Q3 		$1.88K Hold
32
– – ﹤0.01% 1016
2024
Q2 		$1.44K Buy
+32
New +$1.37K ﹤0.01% 839

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
HI
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
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

Fortitude Family Office's CZFS Position: Q2 2026 in Review

Fortitude Family Office held its Citizens Financial Services (CZFS) position steady in Q2 2026 at 32 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Fortitude Family Office first reported a position in CZFS in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Fortitude Family Office held 32 shares of Citizens Financial Services worth $2.32K as of Q2 2026.
  • Fortitude Family Office left its Citizens Financial Services share count unchanged in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1432 holding.
  • Fortitude Family Office first reported a position in Citizens Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.