Stone House Investment Management’s Citizens & Northern Corp CZNC Stock Holding History

Stone House Investment Management’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 Q1	$1.26M	Sell	56,373 -7,343	-12%	-$163K	0.23%	28
2025 Q4	$1.29M	Sell	63,716 -12,879	-17%	-$257K	0.2%	31
2025 Q3	$1.52M	Sell	76,595 -22,872	-23%	-$450K	0.26%	30
2025 Q2	$1.88M	Buy	99,467 +828	+0.8%	+$15.7K	0.35%	28
2025 Q1	$1.98M	Buy	98,639 +48,074	+95%	+$980K	0.4%	26
2024 Q4	$941K	Sell	50,565 -44,690	-47%	-$875K	0.24%	31
2024 Q3	$1.88M	Buy	95,255 +9,470	+11%	+$183K	0.39%	25
2024 Q2	$1.53M	Buy	85,785 +8,721	+11%	+$153K	0.4%	23
2024 Q1	$1.45M	Buy	+77,064	New	+$1.49M	0.34%	26

Other funds holding CZNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CNC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

Stone House Investment Management's CZNC Position: Q1 2026 in Review

Stone House Investment Management reduced its Citizens & Northern Corp (CZNC) stake by 12% in Q1 2026, selling an estimated $163K and leaving 56,373 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #28.

Stone House Investment Management first reported a position in CZNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q1 2025. 96 funds tracked by Wall St. Rank hold CZNC as of Q1 2026.

Stone House Investment Management held 56,373 shares of Citizens & Northern Corp worth $1.26M as of Q1 2026.
Stone House Investment Management sold 7,343 Citizens & Northern Corp shares in Q1 2026, an estimated $163K.
Citizens & Northern Corp made up 0.23% of Stone House Investment Management's portfolio in Q1 2026, its #28 holding.
Stone House Investment Management first reported a position in Citizens & Northern Corp in Q1 2024 and has held it in 9 quarters since.
Stone House Investment Management's Citizens & Northern Corp position peaked at $1.98M in Q1 2025.
96 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.