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Lawood & Co’s Citizens Financial Services CZFS Stock Holding History

Lawood & Co’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
Q3 		$843K Hold
10,726
– – 0.58% 41
2026
Q2 		$777K Hold
10,726
– – 0.53% 42
2026
Q1 		$656K Hold
10,726
– – 0.61% 46
2025
Q4 		$612K Buy
+10,726
New +$610K 0.58% 47

Other funds holding CZFS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Lawood & Co's CZFS Position: Q3 2026 in Review

Lawood & Co held its Citizens Financial Services (CZFS) position steady in Q3 2026 at 10,726 shares worth $843K. The position accounts for 0.58% of the portfolio, ranked #41.

Lawood & Co first reported a position in CZFS in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

  • Lawood & Co held 10,726 shares of Citizens Financial Services worth $843K as of Q3 2026.
  • Lawood & Co left its Citizens Financial Services share count unchanged in Q3 2026.
  • Citizens Financial Services made up 0.58% of Lawood & Co's portfolio in Q3 2026, its #41 holding.
  • Lawood & Co first reported a position in Citizens Financial Services in Q4 2025 and has held it in 4 quarters since.
  • 4 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.