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IFP Advisors’s Citizens Financial Services CZFS Stock Holding History

IFP 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 		$12.2K Buy
168
+21
+14% +$1.39K ﹤0.01% 3269
2026
Q1 		$8.99K Buy
147
+145
+7,250% +$8.96K ﹤0.01% 3202
2025
Q4 		$114 Hold
2
– – ﹤0.01% 4566
2025
Q3 		$121 Buy
+2
New +$120 ﹤0.01% 4512
2025
Q2 		– Hold
0
– – – 4605

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

IFP Advisors's CZFS Position: Q2 2026 in Review

IFP Advisors increased its Citizens Financial Services (CZFS) stake by 14% in Q2 2026, buying an estimated $1.39K and bringing the position to 168 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

IFP Advisors first reported a position in CZFS in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • IFP Advisors held 168 shares of Citizens Financial Services worth $12.2K as of Q2 2026.
  • IFP Advisors bought 21 Citizens Financial Services shares in Q2 2026, an estimated $1.39K.
  • Citizens Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3269 holding.
  • IFP Advisors first reported a position in Citizens Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.