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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Larson Financial Group's CZFS Position: Q3 2025 in Review

Larson Financial Group sold out of Citizens Financial Services (CZFS) in Q3 2025, closing a stake of 1 share — an estimated $59 sold.

Larson Financial Group first reported a position in CZFS in Q4 2024 and held it in 2 quarters. The position peaked at $633 in Q4 2024. 79 funds tracked by Wall St. Rank hold CZFS as of Q3 2025.

  • Larson Financial Group reported no remaining Citizens Financial Services position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1 Citizens Financial Services share in Q3 2025, an estimated $59.
  • Larson Financial Group first reported a position in Citizens Financial Services in Q4 2024 and held it in 2 quarters.
  • Larson Financial Group's Citizens Financial Services position peaked at $633 in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.