True Wealth Design’s Citizens Financial Services CZFS Stock Holding History

True Wealth Design’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	$158	Hold	2	–	–	﹤0.01%	2384
2026 Q2	$145	Buy	2 +1	+100%	+$66	﹤0.01%	2499
2026 Q1	$62	Hold	1	–	–	﹤0.01%	2537
2025 Q4	$58	Hold	1	–	–	﹤0.01%	2404
2025 Q3	$61	Hold	1	–	–	﹤0.01%	2545
2025 Q2	$60	Hold	1	–	–	﹤0.01%	2348
2025 Q1	$59	Buy	+1	New	+$60	﹤0.01%	2346

Other funds holding CZFS

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design's CZFS Position: Q3 2026 in Review

True Wealth Design held its Citizens Financial Services (CZFS) position steady in Q3 2026 at 2 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

True Wealth Design first reported a position in CZFS in Q1 2025 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold CZFS as of Q3 2026.

True Wealth Design held 2 shares of Citizens Financial Services worth $158 as of Q3 2026.
True Wealth Design left its Citizens Financial Services share count unchanged in Q3 2026.
Citizens Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2384 holding.
True Wealth Design first reported a position in Citizens Financial Services in Q1 2025 and has held it in 7 quarters since.
5 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.