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Larson Financial Group’s Citizens Financial Services CZFS Stock Holding History

Larson Financial Group’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 		$1.81K Buy
+25
New +$1.65K ﹤0.01% 3153
2025
Q3 		– Sell
-1
Closed -$59 – 3496
2025
Q2 		$59 Buy
+1
New +$58 ﹤0.01% 3220
2025
Q1 		– Sell
-10
Closed -$633 – 3104
2024
Q4 		$633 Buy
+10
New +$638 ﹤0.01% 2141

Other funds holding CZFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Larson Financial Group's CZFS Position: Q2 2026 in Review

Larson Financial Group opened a new position in Citizens Financial Services (CZFS) in Q2 2026: 25 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #3153 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in CZFS as recently as Q2 2025.

Larson Financial Group first reported a position in CZFS in Q4 2024 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • Larson Financial Group held 25 shares of Citizens Financial Services worth $1.81K as of Q2 2026.
  • Citizens Financial Services was a new Larson Financial Group position in Q2 2026.
  • Citizens Financial Services made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3153 holding.
  • Larson Financial Group first reported a position in Citizens Financial Services in Q4 2024 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.