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Root Financial Partners’s Citizens & Northern Corp CZNC Stock Holding History

Root Financial Partners’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 		– Sell
-13
Closed -$290 – 1074
2026
Q1 		$290 Buy
+13
New +$288 ﹤0.01% 3048

Other funds holding CZNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Root Financial Partners's CZNC Position: Q2 2026 in Review

Root Financial Partners sold out of Citizens & Northern Corp (CZNC) in Q2 2026, closing a stake of 13 shares — an estimated $290 sold.

Root Financial Partners first reported a position in CZNC in Q1 2026 and held it in 1 quarter. The position peaked at $290 in Q1 2026. 94 funds tracked by Wall St. Rank hold CZNC as of Q2 2026.

  • Root Financial Partners reported no remaining Citizens & Northern Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Citizens & Northern Corp shares in Q2 2026, an estimated $290.
  • Root Financial Partners first reported a position in Citizens & Northern Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Citizens & Northern Corp position peaked at $290 in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.