IVC Wealth Advisors’s Citizens & Northern Corp CZNC Stock Holding History

IVC Wealth Advisors’s Portfolio CZNC Stock Details CZNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	54,608 -1,956	-3%	-$43.2K	0.5%	36
2026 Q1	$1.26M	Sell	56,564 -1,625	-3%	-$36K	0.55%	33
2025 Q4	$1.17M	Sell	58,189 -3,775	-6%	-$75.3K	0.51%	39
2025 Q3	$1.23M	Sell	61,964 -5,098	-8%	-$100K	0.55%	32
2025 Q2	$1.27M	Sell	67,062 -6,825	-9%	-$129K	0.62%	34
2025 Q1	$1.49M	Sell	73,887 -8,099	-10%	-$165K	0.8%	26
2024 Q4	$1.52M	Sell	81,986 -17,920	-18%	-$351K	0.85%	24
2024 Q3	$1.97M	Sell	99,906 -3,513	-3%	-$67.8K	1.08%	18
2024 Q2	$1.85M	Sell	103,419 -3,113	-3%	-$54.4K	1.03%	19
2024 Q1	$2M	Sell	106,532 -25,515	-19%	-$494K	1.15%	16
2023 Q4	$2.96M	Sell	132,047 -5,143	-4%	-$101K	1.84%	8
2023 Q3	$2.41M	Sell	137,190 -1,245	-0.9%	-$24.1K	1.61%	7
2023 Q2	$2.67M	Sell	138,435 -1,774	-1%	-$34.8K	1.69%	7
2023 Q1	$3M	Sell	140,209 -216	-0.2%	-$4.85K	2.12%	5
2022 Q4	$3.21M	Sell	140,425 -1,837	-1%	-$44K	2.37%	4
2022 Q3	$3.44M	Sell	142,262 -206	-0.1%	-$5.02K	2.77%	4
2022 Q2	$3.44M	Sell	142,468 -213	-0.1%	-$5.16K	2.66%	4
2022 Q1	$3.48M	Sell	142,681 -1,984	-1%	-$50.3K	2.29%	6
2021 Q4	$3.78M	Sell	144,665 -4,417	-3%	-$115K	2.44%	5
2021 Q3	$3.77M	Sell	149,082 -4,669	-3%	-$116K	2.6%	5
2021 Q2	$3.77M	Sell	153,751 -3,999	-3%	-$98.3K	2.65%	5
2021 Q1	$3.75M	Sell	157,750 -7,469	-5%	-$162K	2.95%	5
2020 Q4	$3.28M	Buy	+165,219	New	+$3.05M	3.13%	4

Other funds holding CZNC

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IVC Wealth Advisors's CZNC Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Citizens & Northern Corp (CZNC) stake by 3.5% in Q2 2026, selling an estimated $43.2K and leaving 54,608 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #36.

IVC Wealth Advisors first reported a position in CZNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.78M in Q4 2021. 11 funds tracked by Wall St. Rank hold CZNC as of Q2 2026.

IVC Wealth Advisors held 54,608 shares of Citizens & Northern Corp worth $1.27M as of Q2 2026.
IVC Wealth Advisors sold 1,956 Citizens & Northern Corp shares in Q2 2026, an estimated $43.2K.
Citizens & Northern Corp made up 0.5% of IVC Wealth Advisors's portfolio in Q2 2026, its #36 holding.
IVC Wealth Advisors first reported a position in Citizens & Northern Corp in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's Citizens & Northern Corp position peaked at $3.78M in Q4 2021.
11 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.