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Fourthstone LLC’s Citizens Financial Services CZFS Stock Holding History

Fourthstone LLC’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
2024
Q3 		– Sell
-13,628
Closed -$606K – 67
2024
Q2 		$606K Buy
+13,628
New +$584K 0.19% 36
2024
Q1 		– Sell
-37,785
Closed -$2.4M – 41
2023
Q4 		$2.4M Sell
37,785
-30,757
-45% -$1.65M 0.49% 44
2023
Q3 		$3.22M Buy
+68,542
New +$4.03M 0.73% 38
2023
Q1 		– Sell
-57,103
Closed -$4.25M – 37
2022
Q4 		$4.25M Buy
+57,103
New +$3.96M 1.12% 28

Other funds holding CZFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return